QuickBooks CRM - Finance Service Management UX/UI

“

We’re facing issues with sales inefficiencies, weak customer engagement, and a lack of insight into future trends.

Sasan G., CEO, QuickBooks

Sasan G.

CEO, QuickBooks

Screenshot of a computer screen displaying an enterprise finance or ERP system.

About the project

    • Client

      QuickBooks

    • Location

      New Jersey, USA

    • Category

      Finance

    • Date

      2023

    • AI Finance | UX & UI Design

      AI Finance | UX & UI Design

    Logo Design

    Finance Icon for UI Integration

    • QuickBooks logo and graphic element representing financial data for enterprise management.

      AI In Banking Industry | UX & UI Design

    Problem and Solution

    Finance Tasks Streamlined

    • Screenshot of an enterprise finance or service management desktop application interface on a laptop.

      AI In Finance | UX & UI Design

    Branding Positioning

    Identity Blueprint

    • Illustration of financial or service management graphics, featuring a meter and 2D barcode symbol.

      Finance And AI | UX & UI Design

    • Billboard mockup advertising enterprise finance and service management software design.

      QuickBooks - Finance Service Management | UX & UI Design

    Main Features

    Finance Service Management

      • iPhone displaying a mobile app for enterprise finance and service management.

        AI In Finance Industry | UX & UI Design

      • Illustration of business professionals reviewing financial data and strategy on a display, relevant to enterprise finance.

        AI In Finance Industry | UX & UI Design

      • “

        The calendar was designed for fast selection and better task visibility using simple color cues.

        Mari S., COO

        Mari S.

        COO

      • Smartphone used in enterprise finance and service management.

        Finance Artificial Intelligence | UX & UI Design

      Mobile App

      Simplified Payments and Tracking

      • Screenshot of a mobile app used for enterprise finance or service management.

        AI For Finance Professionals | UX & UI Design

      • Smartphone used for portable access to enterprise finance or service management.

        AI In Corporate Finance | UX & UI Design

      • People engage with a presentation likely concerning enterprise finance and service management software.

        Product | UX & UI Design

      Social Media

      Social Conversion

      • Screenshot of enterprise finance desktop software on laptop and mobile app.

        AI In Finance And Accounting | UX & UI Design

      • Graphic showing Quickbooks logo and 'Accounting software for business' text.

        QuickBooks - Finance Service Management | UX & UI Design

      Streamline Workflow

      Feedback-Driven Flow

      • A technician in a work shirt, representing the service management aspect of Quickbooks ERP.

        QuickBooks - Finance Service Management | UX & UI Design

      Result

      Efficiency Achieved

      • Finance And Artificial Intelligence | UX & UI Design

        Finance And Artificial Intelligence | UX & UI Design

      Next work

      If you liked the previous work,
      you will definitely like this one

        Shall we chat?

        [email protected]

        Let’s

        Image

        talk

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