HubSpot CRM - Productivity Analytics Mobile App & UX UI Design

About HubSpot CRM project

• HubSpot CRM - Productivity Analytics Mobile App project focuses on improving UX UI for daily task tracking. It helps users monitor tasks, projects, and time while providing simple analytics that improve engagement and productivity performance.

• Industry

  Productivity Software

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• Category

  Mobile App

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• Location

  LA, California, USA

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User Challenges

• Users struggled with fragmented time tracking, complicated task views, and scattered productivity insights. Switching between tools slowed workflows, while lack of clear analytics made it hard to measure or improve efficiency effectively.

Key Pain points

• Fragmented Time & Task Management

  Users experience delays switching between dashboards and tools. Time tracking and task updates are often missed, creating gaps in personal productivity management.

• Low Visibility of Productivity Analytics

  Key performance data is hard to locate in the existing UI. This reduces user engagement and creates difficulties in identifying areas of improvement for both teams and individuals.

Our Strategy

• For the HubSpot CRM - Productivity Analytics Mobile App ui / ux, we focused on understanding user workflow patterns, analyzing CRM productivity features, and identifying core bottlenecks. We worked on solving navigation issues and simplifying task visibility with clear productivity metrics. 

By combining design expertise and usability testing, we shaped a unified, efficient, and easy-to-navigate CRM experience.

Project Goals

• Our key goal was to design a CRM app that unifies time tracking, task management, and project analytics in one interface, improving usability, increasing productivity clarity, and supporting real-time decision-making for teams.

• Our Approach

  We aimed to improve accessibility to performance insights for devs, ops teams, and IT leadership.

Valuable Insights

• We used internal product audits, user session reviews, and data from CRM analytics reports to uncover key blockers. Focus remained on how UX UI decisions impact conversion rate, user retention, and engagement scores.

Major Findings

• We collected data through user testing and backend analytics. This helped us define what caused the highest delays and low satisfaction scores in the existing scheduling flow.

• 41% - Drop in Task Update Completion

  User data showed task updates were skipped in 41% of cases due to complex UI. Streamlined updates directly on dashboards improved completion rates during testing.

• 37% - Low Daily Engagement Rate

  Daily engagement was below 37%. Surveys revealed the need for quicker access to high-priority task overviews and simplified time tracking to increase user satisfaction.

Our Solutions

• We created a modular CRM dashboard for HubSpot CRM - Productivity Analytics Mobile App example with custom views for tasks, real-time project tracking, and simplified time logs. Focus on quick action buttons and minimalistic analytics blocks to improve engagement and daily task efficiency.

• Alert Cards & Contextual Tooltips

  We introduced alert cards that highlight issue severity and urgency in real time. Tooltips provide immediate context without forcing users to switch views or leave their current task.

• Visual Indicators

  Dashboards were redesigned to support customization by user roles. Color-coded system states, grouped metrics, and live heatmaps help reduce confusion and improve productivity across teams.

Project Result

• As a result of HubSpot UX/UI, we streamlined the CRM user flow, reducing task switching time by 42% and improving project tracking accuracy by 35%. The new design increased user satisfaction with productivity insights and daily task management tools.

• +35% faster Issue Detection

  The UI structure helped teams locate performance problems faster. Real-time alerts and clearer system states reduced diagnostic delays and improved response time.

• +45% increase in Onboarding Efficiency

  New users completed setup and began using key features sooner. Simplified workflows and a focused layout made the AppDynamics - AI Performance Management App easier to learn and adopt.

Key Efficiency Gain

• +46% increase in Task Interaction

  Task completion actions became 46% faster post-redesign. Simplified click paths and priority widgets improved engagement rate by 28% in the first product cycle after release.