CRM Dashboard Design

📊 CRM Web Application – Dashboard UI/UX Design

Role: UI/UX Designer, Product Designer
Tools Used: Figma, Adobe XD, Notion, Whimsical
Project Type: Enterprise SaaS (CRM System)
Client: Internal Concept / Client Confidential

💼 Project Overview

This project is a comprehensive design system and UI/UX solution for a modern Customer Relationship Management (CRM) web application. Built for sales teams, marketing managers, and customer support agents, this CRM tool is designed to improve workflow efficiency, track leads, manage accounts, and automate key business processes.

🎯 Goals & Objectives

Design a clean and intuitive UI that accommodates complex CRM functionality

Create consistency across the platform with scalable components and layouts

Optimize UX for day-to-day users to reduce cognitive load and improve navigation

Ensure the system is fully responsive and adaptable for web and tablet use

🧩 Key Features & Screens

1. Dashboard Overview

At-a-glance metrics for performance tracking

Revenue analytics, pipeline status, and task reminders

Quick-access widgets for productivity

2. Leads & Contacts Management

View, filter, and sort leads and contacts

Drag-and-drop status updates

Add notes, assign owners, and track communication history

3. Deals & Opportunities

Visual deal pipelines

Stage tracking and estimated revenue forecasting

Collaboration features for assigning teams

4. Tasks & Activity Logs

To-do management with due dates and status tracking

Commenting and tagging functionality

Daily, weekly, and monthly activity summaries

5. Accounts & Companies

Organization-level data including contact points, billing info, and activity history

Company scoring based on engagement and deal potential

6. Messaging System

Internal chat or notes system for communication

Threaded conversations linked to contacts or deals

Email integration mockups (optional)

7. User Management

Admin roles, user permissions, and activity logs

Profiles with roles, contact info, and team structure

🎨 Design System

Color Palette: Clean, corporate feel using shades of purple, white, and neutral grays

Typography: Modern sans-serif typeface for readability

Iconography: Minimalistic, intuitive icons for clarity and speed

Layout: Sidebar navigation with card-based content areas for visual hierarchy

Components: Buttons, forms, modals, dropdowns, and tables were designed as reusable components for scalability

🧠 UX Considerations

Smooth navigation with persistent side menu

Smart filters and contextual menus for quick interactions

Accessible design with proper contrast and tab structure

Optimized for multitasking with inline modals and lightboxes

📈 Outcome

This CRM interface empowers organizations to streamline customer interactions, close deals faster, and gain better insights through a seamless digital experience. The design balances functionality with simplicity to accommodate both power users and new team members.