Trivi CRM - Sales Management Dashboard & UX UI Design

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  • ❤️ 274 likes
  • 💻 CRM
  • 💰 FinTech
Retail KPI Mobile App

Retail KPI Mobile App

Client's Request

  • We’re looking for a CRM system that simplifies cash flow management and improves automation, marketing, and support processes within one interface.

    Brian Mitchell, Co-founder at Trivi

    Brian Mitchell

    Co-founder at Trivi

  • Retail Software Development

    Retail Software Development

About Trivi CRM project

  • Industry

    CRM, Enterprise


  • Category

    SaaS, Dashboard


  • Location

    Chicago, Illinois, USA


  • Modular Metrics for Sales Management Software

    Modular Metrics for Sales Management Software

User Challenges

Key Pain points

    • Retail Software Development Services

      Retail Software Development Services

    Valuable Insights

    Major Findings

      • Custom Retail Software Development

        Custom Retail Software Development

      Our Solutions

      • Design decisions were made based on how people actually work, not ideal workflows.

        Stan D., CIO

        Stan D.

        CIO

      • Performance Analytics UI Design

        Performance Analytics UI Design

      Project Result

      Key Efficiency Gains

        • Retail CRM Software

          Retail CRM Software

        Client's Feedback

        • Excited to continue with AI integration for smarter lead tracking across platforms.

          Brian Mitchell, Co-founder at Trivi

          Brian Mitchell

          Co-founder at Trivi

        Next work

        If you liked the previous work,
        you will definitely like this one

          Shall we chat?

          [email protected]

          Let’s

          Image

          talk

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