Quora AI SaaS CRM - UI UX Design

“

The Quora Sales Accelerator revolutionizes sales with cutting-edge technology and user-friendly features, transforming team interactions with leads and customers, streamlining processes, and revenue growth.

Bryan C., CEO, Quora

Bryan C.

CEO, Quora

Mockups of UI/UX design for a SaaS CRM and Mobile App, displayed on a screen.

About the project

We took on the task of developing a powerful app designed to significantly enhance your sales process, providing you with an intuitive and user-friendly interface that simplifies your sales activities.

  • Project

    Quora


  • Location

    Los Angeles, USA


  • Category

    Sales Automation


  • Date

    2024


  • Quora AI SaaS CRM - UI UX Design

Our Metrics

Key Metrics & Impact

  • These key metrics demonstrated to our team that our solution effectively boosted lead conversion, streamlined the sales cycle, and improved customer satisfaction. Seeing these positive outcomes gave us valuable confidence in our design decisions and validated our user-centered approach.

Key User Metrics

    • 43% - Lead Conversion Rate

      Increase in lead conversion achieved by leveraging AI-driven insights, enabling sales professionals to prioritize high-quality prospects more effectively.

    • 72% - Sales Cycle Efficiency

      Improvement in sales cycle time by automating repetitive tasks, allowing teams to focus on strategic activities and close deals faster.

    • 58% - Customer Satisfaction

      Increase in customer satisfaction driven by personalized support, fostering stronger client relationships and loyalty.

    • Vibrant mobile app UI screenshot for a SaaS CRM, showcasing colorful design and text.

      ux SAAS design dashboard sales admin uı CRM aı

    Logo

    Logo design

    • The Quora 365 logo presents a sleek, contemporary aesthetic using a grid of dots arranged in a square pattern with a single colored dot at the center, symbolizing precision, connection, and focus. The minimal, geometric construction ensures excellent legibility and a strong, memorable identity at any scale.

    • Screenshot of a mobile app UI on an iPhone, displaying text '365 Quora July 2024'.

      ux SAAS design dashboard sales admin uı CRM aı

    Typography & Color

    Impactful System

    • The design team focused on a typographic and color system embodying neutrality, simplicity, and modernity. The Urbanist typeface, with elemental geometric shapes, offers versatility for both print and digital use, ensuring easy readability across touchpoints.

      The color palette blends refined blacks, whites, and subtle grays with vibrant teal and fresh lime accents, adding energy and approachability. This balance of typography and color creates a cohesive, professional identity that supports clear communication and reinforces the brand’s modern, trustworthy image.

    • Screenshot showcasing UI/UX design for a Quora AI SaaS CRM mobile app.

      Artificial Intelligence Technology Solutions | UX & UI Design

    User Dashboards

    Customizable User Dashboards

    • Our approach to building Quora AI SaaS CRM project components features flexible dashboards, enabling users to highlight key data points by customizing them to match their individual interests.

    • Diagram showing user interface design for a CRM.

      ux SAAS design dashboard sales admin uı CRM

    Scope of Work

    Building a better Quora experience

    • This section outlines the comprehensive process behind the project, from initial research to delivering a polished prototype. It highlights the clear progression through four key stages with the number of sprints needed. The timeline ensures every step is thoughtfully planned, allowing for thorough exploration, precise definition, creative development, and confident delivery of the final solution.

    Stages of Work

      • Strategy - 1 Week

        We began by setting clear goals and identifying functional requirements, laying the groundwork with an ideation stage to align objectives with user needs.

      • Discovery - 3 Weeks

        We conducted global research, mapped user flows, and ran user interviews to gain deep insights into pain points and opportunities for improvement.

      • Solution - 4 Weeks

        We developed wireframes, designed an intuitive UI, built a cohesive design system, and created prototypes to validate our ideas and refine interactions.

      • “

        By refining our design process, we've enhanced product usability and created a more intuitive user experience.

        Sophia D., Marketing manager

        Sophia D.

        Marketing manager

      • Screenshot of the Quora AI SaaS CRM mobile app user interface design.

        AI Based Solutions | UX & UI Design

      • Screenshot of a mobile app interface on a device, relevant to UI/UX design and marketing.

        ux SAAS design dashboard sales admin uı CRM aı

      User Research

      Interview-Based User Insights

      • To ensure our design addressed the real needs of sales professionals, we carried out comprehensive user interviews and mapped their experiences using an empathy map. This helped us uncover what users say, think, do, and feel, providing a clearer understanding of their pain points and motivations.

      Empathy Map

      • In this case study, we used an empathy map to synthesize insights gathered from user interviews with sales professionals. The empathy map helped us visually organize what our target users say, think, feel, and do, providing a holistic view of their experiences and motivations.

      • “

        By conducting user interviews, we gained a deeper understanding of their pain points and found solutions in our design.

        Mari S., COO & CX Designer

        Mari S.

        COO & CX Designer

      Key Insights

        • 43% of users

          Said managing leads was their biggest challenge.

        • 67% of users

          Expressed a need for improved tools to track interactions.

        • 82% of users

          Believed AI could enhance sales forecasting accuracy.

        • Screenshot of a mobile app UI showing a circular progress meter, text, and a 2D barcode.

          AI Business Solutions | UX & UI Design

        Sales Management

        Sales Management Experience

        • We created a bright, simple interface that makes complex sales processes easy to follow. It features a professional representative, modern branding, and a clear sales pipeline to track opportunities from qualification to closing, supporting team alignment and productivity.

        • Screenshot of a CRM mobile app UI/UX design on a smartphone.

          ux SAAS design dashboard sales admin uı CRM aı

        App Architecture

        Platform Architecture

        • Our team identified the Sales Accelerator as the core feature of Quora AI SaaS CRM ui / ux, so we designed a clear and intuitive app architecture to make accessing it seamless. This organized structure ensures users can quickly navigate to their tasks, improving efficiency and usability.

        Main Highlights

          • Sales Accelerator Focus

            Prioritizes fast access to critical tools like dashboards and activities, supporting sales teams in their workflow.

          • Streamlined User Pathways

            A logical, easy-to-follow hierarchy connects main features with supporting sections for intuitive navigation.

          • Consistent Spacing System

            A 4x spacing guide (4 px to 32 px) ensures visual harmony, balanced layouts, and a polished, professional feel across the app.

          • Screenshot diagram depicting UI concepts for a SaaS CRM mobile application.

            Custom AI Solutions | UX & UI Design

          • Screenshot of the interface for Veeam Data Cloud for Microsoft 365, relevant to SaaS UI/UX design.

            ux SAAS design dashboard sales admin uı CRM aı

          Web site

          Quora website showcase

          • We designed a new landing page for Quora AI SaaS CRM example to boost user engagement and clearly showcase key features.

            The modern, intuitive layout highlights core capabilities like lead scoring and customizable dashboards with bold visuals and concise descriptions. Each section guides visitors smoothly through the benefits, reinforcing the brand’s identity while ensuring a clear, engaging experience that encourages users to explore the platform further.

          • “

            Creating the landing page was about merging elegance with functionality, delivering a seamless user experience for effortless helicopter customization.

            Mari S., COO & CX Designer

            Mari S.

            COO & CX Designer

          • Screenshot of UI/UX design for a SaaS CRM web application on a laptop.

            ux SAAS design dashboard sales admin uı CRM aı

          Mobile app

          Modern, intuitive mobile sales tool

          • For the mobile experience, clarity and modern aesthetics guided every design choice, ensuring seamless access to essential sales features on the go while providing a visually engaging interface that supports confident, efficient decision-making.

          Key Features

            • Lead and Opportunity Tracking

              View all leads and opportunities with clear status updates and recent activities for easy management on the go.

            • Opportunity Sales Process

              Track sales opportunities step-by-step with a visual progress bar to stay organized and close deals faster.

            • Task Management

              Manage tasks like calls and follow-ups with clear deadlines and easy completion tracking directly in the app.

            • Diagram showing UI/UX design of mobile CRM app screens.

              AI Tech Solutions | UX & UI Design

            Branding

            Consistent Branding

            • We created a modern and unified visual identity to ensure the brand looks clear and professional on every platform, from digital ads and app screens to physical merchandise. A consistent use of color, typography, and minimalist layouts strengthens the brand’s presence, making it instantly recognizable wherever it appears.

              This cohesive approach helps build user trust, supports marketing efforts, and ensures the brand feels both approachable and premium.

            • Screenshot of a CRM mobile app interface on an iPhone, showcasing UI/UX design.

              ux SAAS design dashboard sales admin uı CRM aı

            Social Media

            Modern Social Media Presence

            • We crafted a minimalist and modern social media strategy that highlights the product’s features with clean visuals and consistent branding. Each post is designed to engage audiences with clear, impactful messaging and a cohesive look. This approach increases brand recognition, drives engagement, and positions the platform as a professional, forward-thinking solution.

            • ux SAAS design dashboard sales admin uı CRM aı

              Screenshot of a CRM SaaS UI/UX design on a laptop.

            • “

              We conducted a detailed study of existing CRM tools, analyzing their capabilities to create something unique and inspiring.

              Bryan C., CEO, Quora

              Bryan C.

              CEO, Quora

            • Screenshot displaying SaaS/CRM UI metrics: 82% users satisfied with AI feature, 59% opportunities identified by sales.

              ux SAAS design dashboard sales admin uı CRM aı

            Shall we chat?

            [email protected]

            Let’s

            Image

            talk

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