QuickBooks CRM - Finance Management Dashboard & UX UI Design
QuickBooks CRM Dashboard UI Design
Client's Request
- “
We need a finance management dashboard that simplifies bookkeeping for small business owners by consolidating expense tracking, invoicing, and financial reporting into a single interface.
Madison Lane
Product Lead - QuickBooks
Finance Management Dashboard
About QuickBooks CRM project
Industry
Finance
Category
SaaS, Dashboard
Location
Washington, D.C., USA
Expense Tracking Finance Software
User Challenges
Key Pain points
QuickBooks CRM Development Services
Valuable Insights
Major Findings
Finance CRM Development Company
Our Solutions
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Our design reduced task steps and improved financial clarity for QuickBooks CRM users.
Victoria P.
Team Lead
Income and Expense Monitoring UI Design
Project Result
Key Efficiency Gains
Financial Dashboard UI Design
Client's Feedback
- “
Next, we want to expand the finance dashboard with predictive analytics and multi-platform access to help users track business health across devices.
Madison Lane
Product Lead − QuickBooks
Shall we chat?
[email protected]Let’s
talk
Let’s
talk