Pipedrive CRM - Sales Deal Management App & UX UI Design

About Pipedrive CRM project

• Pipedrive CRM - Sales Deal Management Mobile App project is a platform that supports sales teams with lead tracking, task handling, and pipeline control. The project focused on UI/UX for consistent user flow and fast interaction across devices.

• Industry

  Finance

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• Category

  CRM, Dashboard

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• Location

  Chicago, Illinois, USA

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User Challenges

• Sales teams often juggle multiple pipelines and tools, leading to scattered data, missed follow-ups, and poor team alignment. Users need a centralized CRM that supports structured workflows and quick deal updates on any device.

Key Pain points

• Fragmented Pipeline Interaction

  Sales reps struggled to switch between different stages and pipelines. Limited control over deal updates increased churn and slowed down sales cycles.

• Inconsistent Workflow Experience

  Mobile and web versions lacked UI alignment. This created gaps in user actions, affecting task visibility and reducing user engagement across platforms.

• Low Visibility of Deal Priorities

  Users had no clear visual indicators for deal urgency or status. This caused delays in follow-ups, affecting close rates and overall team coordination.

Our Strategy

• We researched deal management habits across B2B and SaaS teams to define core actions. Based on the client’s workflow map, we created interface logic with uniform interaction points across web and mobile.

Project Goals

• Our goal was to create a cross-platform CRM product for Pipedrive CRM - Sales Deal Management Mobile App example that gives users full control over pipelines, enables smooth task automation, and ensures visual clarity and fast interaction - regardless of screen size or device.

Valuable Insights

• Direct interviews and usage audits helped clarify key friction points in task flow and deal updates. Metrics showed where delays occurred and why user retention dropped during stage transitions.

Major Findings

• RecruitTrack - AI Recruit Management Mobile App ui / ux led to increased user retention, better handover between roles, and a simplified experience across the hiring funnel. User engagement rose, and feedback highlighted improved decision clarity.

• 74% - Device Switch Rate

  Most users worked on both desktop and mobile daily. Lack of interface consistency across platforms slowed updates and reduced active session length.

• 51% - Needed Faster Stage Updates

  Users said they often delayed pipeline changes due to too many actions. This affected conversion visibility and follow-up timing.

Our Solutions

• For Pipedrive CRM - Sales Deal Management Mobile App we focused on building a structured mobile experience that prioritizes clarity and ease of interaction. The interface supports fast decision-making through intuitive controls and focused deal visibility.

• Unified Dashboard Structure

  We implemented a compact, swipe-friendly dashboard with smart status indicators and contextual deal actions. This allowed users to track and manage deals faster without navigating through complex screens.

• Scalable Deal Cards

  Deal cards were designed to adapt across mobile screen sizes with minimal visual noise. Each card highlights key info and actionable elements, helping users stay focused on task context and deal status.

Project Result

• We delivered a complete mobile CRM interface for Pipedrive CRM - Sales Deal Management Mobile App ui / ux that supports flexible pipeline setup, drag-and-drop deal control, and instant updates. Teams reported a 42% faster onboarding process and improved task visibility from day one.

Key Efficiency Gain

• +42% Deal Edits

  User testing showed a 42% decrease in time spent updating deals. Faster inputs led to higher engagement rates and reduced missed task alerts.