HubSpot CRM - SaaS UX UI Design

HubSpot CRM sales tool

Intuitive design of HubSpot CRM sales management tool

About

HubSpot CRM is a powerful sales management tool designed to streamline and optimize your sales processes with its intuitive interface and robust features.

  • Industry

    CRM & Software


  • Location

    New York, USA


  • Year

    2023


(1) About HubSpot

HubSpot CRM includes a dedicated feature for managing daily tasks, ensuring that sales representatives stay organized and focused.

HubSpot CRM offers a highly customizable interface, allowing users to tailor their workspace to their specific needs and preferences.

Customizable HubSpot user interface for task management

(2) HubSpot Project Challenges:

Implement user testing throughout the design process, understand the specific needs and pain points of sales users, and others.

User testing and feedback during HubSpot UX design process

(3) HubSpot Design Process

The design process for HubSpot CRM involves several stages. Here’s a general overview of the design process.

HubSpot UX design process overview for CRM platform

(4) HubSpot Quote

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.

Automation workflows in HubSpot CRM user interface

(5) HubSpot Project Timeline

Each phase in our timeline contributes to a narrative of innovation, usability, and the unwavering pursuit of excellence in CRM design.

Project timeline for HubSpot CRM design process

(6) HubSpot 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 persona-based design in HubSpot CRM

(7) HubSpot 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.

User research interviews for HubSpot CRM design

(8) HubSpot 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.

User flow visual roadmap for HubSpot CRM

(10) Typography & Colors

In our HubSpot redesign, we incorporated a bright colors with green as an accent and Urbanist font.

Color palettes play a crucial role in conveying a brand’s identity, setting a mood, or influencing user experience in design contexts.

Bright color palette and typography in HubSpot UI design

(11) HubSpot Ul Kit

The Ul Kit for the HubSpot CRM is a carefully crafted design system that ensures a cohesive and visually appealing user interface.

UI kit designed for HubSpot CRM interface consistency

(12) HubSpot Mobile App

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

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 mobile app for managing sales activities on the go

(13) HubSpot Design Elements

Design elements for HubSpot CRM user interface

(14) HubSpot Mobile App

Embark on a visual journey through the creation of an intuitive daily schedule within the HubSpot mobile app.

Intuitive daily schedule design in HubSpot mobile app

(15) HubSpot Tablet Version

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.

Responsive design for HubSpot CRM on tablets

(16) HubSpot 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.

Presentation design for HubSpot platform

(17) HubSpot Website

The HubSpot website should serve as a comprehensive resource for potential users, providing information, guidance, and a seamless onboarding experience.

Comprehensive onboarding experience on HubSpot websiteHubSpot website providing user guidance and information

(18) HubSpot Application

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.

HubSpot mobile app with robust CRM capabilities

(19) HubSpot Elements

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.

User-centric design philosophy in HubSpot CRM platform

(20) HubSpot Social Media

Social media design elements for HubSpot CRM

(21) HubSpot Work Done

HubSpot CRM has been designed for professionals and businesses who relish the efficiency of managing customer relationships with precision.

Efficient customer relationship management with HubSpot CRM

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