# Pipedrive CRM - Sales Deal Management App & UX UI Design URL: https://rondesignlab.com/blog/work-in-progress/pipedrive-crm-sales-deal-management-mobile-app-ux-ui-design > Pipedrive CRM - Sales Deal Management Mobile App project is a platform that supports sales teams with lead tracking, task handling, and pipeline control ## Pipedrive CRM - Sales Deal Management App & UX UI Design > We need a CRM product design that simplifies complex sales workflows and supports teams managing multiple deal pipelines - all within one unified platform for both web and mobile. > > — Nathan Ellis, CEO at Pipedrive ![Sales Pipeline Interface Design](https://res.cloudinary.com/ducxztw9n/image/upload/v1756902914/c1e8ea2b40f8eb3c9b5273b522a365a682367777_016b862985.webp) *Sales Pipeline Interface 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 - Category: CRM, Dashboard - Location: Chicago, Illinois, USA ![Finance CRM Development Service](https://res.cloudinary.com/ducxztw9n/image/upload/v1756902914/3c1350cc834b0e9fbbb52812d6179dfdcde811b5_18eb1d36d2.webp) *Finance CRM Development Service* ## 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. ![Mobile CRM Software](https://res.cloudinary.com/ducxztw9n/image/upload/v1756902914/e796b1b5456b08685b8033007e384b02c7af035b_c71a814a14.webp) *Mobile CRM Software* ## 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. > We focused on making every step in the pipeline feel predictable across screen sizes - no added thinking, just action. > > — Jack L., CEO ![CRM System Development Services](https://res.cloudinary.com/ducxztw9n/image/upload/v1756902913/1e159a222710662b1bd1b68c76d0cfb10b2264f2_1d2999073a.webp) *CRM System Development Services* ## 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. ![Custom CRM Development Services](https://res.cloudinary.com/ducxztw9n/image/upload/v1756902913/ae6d7a2d2e0cf11f53213d2494402b5dbb3a9fa0_3ce0cd66b6.webp) *Custom CRM Development Services* ## 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. ### Related cases - [Pipedrive](/cases/pipedrive-finance-crm-ui-ux-design) ## 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. ![Cross-Platform CRM UX Solution](https://res.cloudinary.com/ducxztw9n/image/upload/v1756902914/a107fa8405e4fea8a89af0340bff1e7740a4e23a_8ddc0e2b08.webp) *Cross-Platform CRM UX Solution* ## 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. ![Deal Tracking Interface](https://res.cloudinary.com/ducxztw9n/image/upload/v1756902914/64a1c0b77b36bbab495812646a05907df89defd9_77cadb30cc.webp) *Deal Tracking Interface* ## 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. ![Customer Relationship Management Developer](https://res.cloudinary.com/ducxztw9n/image/upload/v1756902914/bf820bb1b651f1d8388b81e8deedf1d7a75647fc_c3c101ccc1.webp) *Customer Relationship Management Developer* > We’re excited to build on this foundation with advanced analytics and team performance tracking. The product launch showed strong adoption - and we’re already planning next steps for integration and feature expansion. > > — Nathan Ellis, CEO at Pipedrive ![Sales Automation Dashboard | UX & UI Design](https://res.cloudinary.com/ducxztw9n/image/upload/v1756902913/3782b30cf88cc197009d98445a2e6bfa1b282b0b_9cfad20686.webp) *Sales Automation Dashboard | UX & UI Design*