CentraFlow CRM - Email SaaS & UI UX Design
We need an integrated solution that keeps all our emails organized and easily accessible within our CRM.
Bessie C.
CEO - CentraFlow
About the project
Client
CentraFlow
Project
Email Integration
Category
Dashboard
Date
2024
CRM Email Integration | UX & UI Design
CRM Development Company | UX & UI Design
Scope of work
Workflow overview
Project stages
7%
Research
9%
Wireframes
84%
Visual design
Custom CRM Development | UX & UI Design
Project strategy
Strategic design approach
- “
Focused on streamlining integration for a seamless user experience.
Victoria P.
Team lead
- “
Addressed challenges in merging email data within the CRM.
Dmitry K.
UX/UI designer
- “
Enhanced system functionality by refining data flow and communication tools.
Stan D.
CBO
CRM Software Development | UX & UI Design
CRM System Development Services | UX & UI Design
User research
CRM User observations
Key Highlights
Bespoke CRM Development | UX & UI Design
Product Design Services | UX & UI Design
User profile
User needs breakdown
- “
I need to stop wasting time switching between tools. If everything sits in the CRM, I can focus on the actual work.
David Thompson
Analytic
- “
Campaign success depends on clear data and faster client updates – if emails are centralized, we move faster.
Jessica Lee
Marketing Manager
CRM Development Services | UX & UI Design
User interview & insights
Voice of the user
Key Findings
Custom CRM Development Services | UX & UI Design
CRM Software Development Services | UX & UI Design
Problem and solution
Email integration challenges
SaaS Development | UX & UI Design
Product Design And Development | UX & UI Design
Typography and Color
Interface style guide
Product Design And Development Company | UX & UI Design
Product Development Services | UX & UI Design
Landing page
Marketing page design
Product Design | UX & UI Design
CRM Email Integration | UX & UI Design
Result
Final outcomes
- “
Hello, team! Your integration has improved efficiency by 46%, significantly increasing productivity for our customers.
Bessie C.
CEO - CentraFlow
Key Efficiency Gains
SaaS Development Company | UX & UI Design
MVP Development | UX & UI Design
Next steps
CRM Expansion plan
- “
Looking forward to our next phase, where we'll develop the mobile version for seamless access.
Bessie C.
CEO - CentraFlow
SaaS Development | UX & UI Design
Shall we chat?
[email protected]Let’s
talk
Let’s
talk