Fishbowl CRM - SaaS & UX UI Design

During the development of the interface, we paid special attention to detail, aiming for intuitive navigation and a clean, modern design.

Fishbowl CRM user interface showcasing modern design

What is Fishbowl?

Fishbowl is an ideal solution for effective business management that provides an overview of company performance, including key metrics for data analysis.

  • Category

    Finance


  • Location

    New York, USA


  • Year

    2023


About

Each element was carefully considered to provide users with the best possible experience when interacting with the application.

Thoughtfully designed Fishbowl CRM user interfaceFishbowl design ensuring intuitive user experience

Design process

As our team developed the app, we went through a variety of phases from the research phase to the final design.

We paid special attention to each stage, striving to create an innovative and satisfying app.

Fishbowl CRM design process during developmentInnovative UX design for Fishbowl CRMResearch phase for Fishbowl CRM SaaS development

User flow

We have developed a clear and logical product structure to ensure that information is organized in a logical manner.

Based on the test results and information structure, we performed successive iterations, implementing changes to optimize the environment and provide a more efficient user experience.

As a result, we developed a user flow that is easy to understand and meets the expectations and needs of our users.

Clear and logical user flow for Fishbowl CRMOptimized user flow for seamless experience in Fishbowl CRMUser-centered design process for Fishbowl CRM SaaS platform

Integrated Control Center

Important metrics such as revenue, transaction history and emails are visualized in the interface, providing a holistic view of business processes.

This innovative visual interface not only provides a clear overview of revenue, transaction history and email correspondence, but also offers the user a unique opportunity to dive deeper into business processes.

With its help, you can not only monitor key metrics, but also analyze the dynamics of changes in real time.

Visual interface of Fishbowl CRM showing key business metricsFishbowl CRM dashboard visualizing revenue and transactionsFishbowl CRM real-time business metrics analysisDeep analysis of business processes in Fishbowl CRM

Integrated Control Center

Dashboard, designed with accessibility in mind, has an intuitive design for ease of use and navigation.

This user-friendly approach extends its usefulness even to those less familiar with CRM software, making it an inclusive tool for diverse teams.

Identifying opportunities for improvement becomes uncomplicated, allowing businesses to optimize operations and improve overall efficiency. The dashboard serves as a valuable tool for identifying areas where refinements can lead to increased profitability.

Accessible and user-friendly Fishbowl CRM dashboardFishbowl CRM dashboard for optimizing business processesCRM dashboard for identifying improvement opportunities in Fishbowl

Fishbowl seamlessly integrates real-time data, giving users the ability to continuously monitor and respond to company performance as it evolves.

By presenting a comprehensive snapshot of key performance indicators, the dashboard enables companies to make informed decisions, facilitating strategic planning and implementation.

Real-time data integration in Fishbowl CRM dashboardFishbowl CRM dashboard providing business performance insightsKey performance indicators on Fishbowl CRM dashboard

Integrated Control Center

Automated email tracking greatly simplifies the information management process and eliminates the need for manual data entry.

With automatic tracking, every important email flow is captured and stored in the system, where it is easily accessible for later use and analysis. This functionality provides better communication management, improving data transparency and accuracy.

Important discussions, transactions or questions from customers are instantly logged, facilitating rapid response to important events and maintaining context within the business relationship.

Automated email tracking feature in Fishbowl CRMFishbowl CRM system storing important email communicationsImproved communication management through email tracking in Fishbowl CRM

Result

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

Through a series of creative brainstorming and innovation meetings, we actively engaged in deep discussions to create a unique concept. These concepts were not just a reflection of the client’s point of view, but the basis for shaping a sustainable approach.

Our main focus was to create an intuitive and user-friendly interface for the Fishbowl platform. Our efforts gave the project its unique brand identity that harmonizes with its goals and core principles.

Thanks for watching, Rondesignlab team.

Final result of Fishbowl CRM UX and UI design project

Fishbowl retains full ownership and copyright.

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