CentraFlow CRM - Email SaaS & UI UX Design

Scope of work

Workflow overview

• We divided the CentraFlow CRM - Email SaaS project into three core stages: research, wireframing, and visual design. The goal was to streamline the Email Integration process within Salesforce CRM. Each stage focused on improving dashboard clarity and workflow efficiency.

Project strategy

Strategic design approach

• The strategy behind CentraFlow focused on user-first design to align CRM email features with daily business needs. We prioritized conversion-driven UI and optimized CRM touchpoints. Our goal was to reduce friction in communication workflows.

User research

CRM User observations

• We conducted focused research to identify friction points in CRM email workflows. Key metrics highlighted interface confusion and integration complexity. These findings informed each CentraFlow CRM - Email SaaS ui / ux update.

Key Highlights

• 63% – Unclear navigation

  Users faced challenges with CRM navigation clarity. This often led to delays in accessing key customer communication records.

• 86% – Difficulty setup integration

  Integration setup caused confusion among many users. They reported a lack of guidance during initial configuration steps.

• 42% – Syncing issues

  Email syncing issues disrupted users’ daily tasks. This affected communication continuity and response time.

User profile

User needs breakdown

• We crafted user personas to represent two primary stakeholders using the CentraFlow CRM - Email SaaS example. One focuses on streamlining operational flow through email integration within the CRM, while the other prioritizes campaign performance and client communication. These personas guided key UX/UI decisions to align the dashboard with real user needs and workflows.

User interview & insights

Voice of the user

• We analyzed user feedback to clarify core pain points. Interviews revealed recurring issues in setup and real-time sync performance. These insights helped refine the CentraFlow dashboard UX.

Key Findings

• 24% – Navigation issues

  Users struggled to locate core CRM features. This reduced time spent on task execution.

• 67% – Setup complexity

  Setup steps were too technical for most users. A guided setup was frequently requested.

• 33% – Sync delays

  Email syncing was inconsistent. Delays impacted time-sensitive tasks.

• 44% – Error frequency

  Frequent technical errors affected trust in the tool. This led to increased support requests.

• 74% – Efficiency gains

  After improvements, most users reported smoother workflows. Email visibility and access improved across departments.

Problem and solution

Email integration challenges

• We reviewed current tools and competitor products to define recurring email integration issues. Many platforms lacked centralized email visibility or required third-party tools. Our CentraFlow project focused on minimizing manual work and delivering native CRM email management.

• Problem

  Fragmented email management across platforms leads to inefficiencies and missed customer interactions.

• Solution

  Integrate email directly with CRM to centralize communications, streamline workflows, and enhance data accuracy.

Typography and Color

Interface style guide

• We chose Gilroy for its readability and clarity across multiple screen types. The goal was to make interface content accessible while aligning with enterprise-style dashboards.


  Bright yellow and purple colors, supported by gradients, reflect visibility, energy, and clarity. These tones improve attention retention and CTA focus without overwhelming the user. We balanced modernity with usability to maintain visual hierarchy and intuitive workflows.

Landing page

Marketing page design

• The CentraFlow landing page was designed to communicate core product benefits and support user conversion. It highlights key features like client profiles, chat integration, and intuitive navigation to streamline email workflows inside the CRM.

  The layout uses modular sections and pricing cards to help users compare plans and take action quickly. Consistent use of color, typography, and UI components reinforces the product identity and improves visual clarity.

Result

Final outcomes

• Our strategy focuses on enhancing email management, ensuring intuitive navigation, and achieving seamless integration within the CRM. We improved access to communications, simplified user actions, and reduced support tickets related to syncing and setup.

Key Efficiency Gains

• Up to 43% increase in user engagement

  Our platform tools fueled significant user engagement and overall performance. New dashboard flows encouraged repeat use and improved user retention.

• Up to 81% increase in sales

  The dashboard features drove substantial sales growth and success. Email visibility improvements helped teams respond faster and close deals more effectively.

Next steps

CRM Expansion plan

• Next, we’ll focus on developing the mobile version of CentraFlow for seamless access across devices. The platform will be adapted for tablet use to support field teams and remote workflows. We’ll continue optimizing UI performance and cross-device consistency.