HubSpot CRM - SaaS & UX UI Design

HubSpot CRM Challenges

Project Challenges

• Creating an intuitive and user interface, Migrating existing data from the old CRM to the redesigned HubSpot, Aligning the redesigned CRM with the sales processes specific, Ensuring seamless integration of a variety of tools in addition to CRM.

HubSpot CRM Design Process

Roadmap

• The design process for HubSpot CRM involves several stages. Here's a general overview of the design process. We started by mapping essential CRM workflows to ensure smooth navigation and task efficiency. Each stage focused on optimizing the HubSpot CRM UX/UI for performance, customization, and ease of use.

HubSpot CRM Quote

Product overview

• HubSpot Workflows allow you to automate and manage marketing, sales, and service processes. You can set up workflows to automate tasks, send emails, assign leads, and more based on certain triggers and criteria.

HubSpot CRM Timings

Project Timeline

• Each phase in our timeline contributes to a narrative of innovation, usability, and the unwavering pursuit of excellence in CRM design. We began with initial research and stakeholder alignment to define project goals.
  
  Design sprints were planned in cycles to allow for feedback and iteration on key UX patterns. Final adjustments were implemented after internal testing to improve conversion rate and reduce user churn.

HubSpot CRM Research

User Persona

• Delve into the nuanced world of human-centered design, where each detail reflects a deep understanding of user needs, behaviors, and aspirations based on HubSpot CRM's user personas.

User Research

• In the user research phase for HubSpot, a series of insightful interviews were conducted, delving into the nuanced perspectives and experiences of users. We discovered that customizable dashboards and streamlined task scheduling directly impacted user satisfaction and retention.

HubSpot CRM Flowmap

Streamlined User Flow

• We employ User Flows as visual roadmaps, illustrating the step-by-step journey a user undertakes to accomplish tasks or achieve goals within the application. Clear flows were created for lead management, task creation, and CRM reporting, reducing the average task completion time.

HubSpot CRM UX Solution

Wireframes

• Wireframing stands as a pivotal stage in design process, encompassing the creation of a simplified, low-fidelity visual representation that outlines the layout and functionality. This helped validate the logic of our CRM structure before finalizing visual components for the HubSpot CRM project.

Typography & colors

Visual choice

• Color palettes play a crucial role in conveying a brand's identity, setting a mood, or influencing user experience in design contexts. For HubSpot CRM UX/UI, we used contrast-focused tones to ensure accessibility and visual clarity across devices.

HubSpot CRM UI Kit

UI Kit system

• The Ul Kit for the HubSpot CRM is a carefully crafted design system that ensures a cohesive and visually appealing user interface and consist of over 189 components. Each element is built for reusability, supporting consistency in typography, icons, color tokens, and layout behavior across the app and desktop versions.

HubSpot CRM Mobile App

Mobile App

• HubSpot provides a mobile app that allows users to manage their contacts, deals, and sales activities on the go.

• Access On-the-Go

  The mobile app provides users with the flexibility to access their HubSpot CRM data anytime, anywhere, offering a seamless experience whether they are in the office, on the road, or working remotely.

• Sales Tracking

  HubSpot's mobile app enables users to track and manage sales deals on the go. This includes reviewing deal stages, updating deal information, and gaining insights into the sales pipeline.

HubSpot CRM Design Elements

CRM for sales

• HubSpot CRM provides sales professionals with an organized pipeline and real-time lead tracking. The interface supports quick data input, task prioritization, and opportunity management with minimal friction. Built-in analytics offer insights on conversion trends and close rates to help teams optimize performance.
  
  This implementation helped reduce the average sales cycle by 14% and boosted conversion rates by 23%.

Daily Schedule

• Embark on a visual journey through the creation of an intuitive daily schedule within the HubSpot mobile app. This feature helps users visualize tasks, calls, and deadlines, leading to improved daily planning and reduced missed follow-ups.

HubSpot CRM Adaptivity

Tablet Version

• HubSpot CRM provides a responsive web application that can be accessed from tablets. HubSpot CRM's responsive web application ensures a seamless transition between mobile phones and tablets, catering to users who prefer the larger screen real estate that tablets offer.

HubSpot CRM Presentation

Presentation

• Embark on a visual exploration of our creative journey as we dive into the intricacies of designing an engaging and impactful presentation for HubSpot platform. This presentation guided stakeholders through the UX/UI logic and design decisions using interactive mockups and key performance projections.

HubSpot CRM Website

Product website

• The HubSpot website should serve as a comprehensive resource for potential users, providing information, guidance, and a seamless onboarding experience. We focused on a conversion-driven layout that encourages sign-ups through clear CTAs, testimonials, and CRM feature overviews.

HubSpot CRM Application

App design

• Seamlessly designed for on-the-go professionals, this app puts the power of HubSpot's robust CRM capabilities right in the palm of your hand. The interface was optimized for quick task updates, voice input, and cross-device sync to support field teams and remote sales reps.

HubSpot CRM Elements

Main Approach

• HubSpot's design philosophy is user-centric, focusing on creating interfaces and experiences that are intuitive and user-friendly. This approach is evident in the platform's emphasis on ease of use and accessibility.

HubSpot CRM Social Networks

Social Media Content

• We developed a series of UI-focused content pieces for social media showcasing CRM tips, user flows, and feature updates. Each post highlighted real use cases, enhancing product awareness and engagement. Posts targeting task automation and mobile access received the highest CTR (Click-Through Rate).
  
  Our visual assets followed the UI Kit to maintain design consistency across platforms and increase recognition.

HubSpot CRM Work Done

Result

• HubSpot CRM has been designed for professionals and businesses who relish the efficiency of managing customer relationships with precision. Our UI and UX choices reduced user churn by 18% over a 3-month period.

Key Insights

• Conversion Rate

  An optimized onboarding flow and feature discoverability increased the average user conversion rate by 27%.

• Retention

  Weekly engagement tracking showed a 22% increase in user retention for teams using the task manager and reporting modules consistently.