Finsera AI - Sales CRM Mobile App & UX UI Design

About Finsera project

• Finsera AI - Sales CRM Mobile App enables business teams to access income, sales, and expense data from any device. It aims to simplify daily finance management with responsive dashboards and AI-powered guidance.

• Industry

  Finance

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• Category

  Dashboard, CRM

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• Location

  Denver, USA

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User Challenges

• Teams needed quick access to finance data on the go, but desktop dashboards weren’t mobile-friendly. Users struggled with limited visibility, slow navigation, and delayed reporting in existing finance apps.

Key Pain Points

• Poor Mobile Accessibility

  Key charts failed to scale on small screens, making analysis difficult for users who relied on mobile devices daily.

• Limited Offline View

  Data was not always available while traveling, preventing timely access to insights and slowing critical decisions.

Valuable Insights

• In the Finsera AI - Sales CRM Mobile App ui / ux, we found that speed and clarity mattered most. Users wanted simplified reporting on the go and direct AI prompts for sales and cash flow questions.

Major Findings

• 60% Of users prioritize quick glance metrics

  Most managers reported checking only two or three critical numbers while mobile, highlighting a need for simplicity.

• 77% Want AI support on mobile

  Users preferred predictive insights embedded directly in the mobile workflow, streamlining access and improving use.

Our Solutions

• For Finsera AI - Sales CRM Mobile App example, we designed an adaptive mobile app with simplified navigation, AI assistant integration. The mobile-first layout makes financial data accessible with minimal interaction.

Key Highlights

• Quick-Glance Cards

  Key insights appear in compact cards, giving users quick snapshots without the need for excessive scrolling.

• AI-Powered Queries

  AI assistant provides contextual answers, reducing manual searches and improving access while users are traveling.

Project Result

• The Finsera AI - Sales CRM Mobile App project improved financial visibility for users on the move, increased engagement with real-time insights, and streamlined mobile reporting for sales and income tracking.

Key Efficiency Gain

• -27% Navigation Time

  Adaptive layouts reduced the time users spent searching for essential financial data, making navigation much faster.

• +39% Mobile Engagement

  Users logged in more often due to a simplified reporting flow, which streamlined access and improved overall usability.