Fishbowl – Inventory System CRM & UX UI Design

We designed an intuitive, efficient CRM app that empowers businesses to manage customer relationships seamlessly on the go.

Jack R., Lead UX Designer, Fishbowl CRM

Jack R.

Lead UX Designer, Fishbowl CRM

About the project

Fishbowl CRM is a mobile app that simplifies customer management with intuitive tools to track, analyze and engage clients efficiently.

  • Client

    Fishbowl


  • Category

    CRM


  • Date

    2023


  • Finance Software Solutions | UX & UI Design

    Finance Software Solutions | UX & UI Design

Logo Design

Crafting the Visual Core

  • The Fishbowl – Inventory System CRM project logo is a bold, modern symbol that reflects clarity and precision - key values for a CRM and inventory platform. Its minimal circular icon subtly resembles both a bowl and a tracking radar.

    The strong black-and-white version offers maximum contrast, while the vibrant purple branding color ensures visibility across digital environments. Overall, the logo is designed to be instantly recognizable and scalable for both mobile apps and web platforms.

  • Financial Software Developer | UX & UI Design

    Financial Software Developer | UX & UI Design

  • Dashboard Development Services | UX & UI Design

    Dashboard Development Services | UX & UI Design

User Research

Fundamental Research

  • The fundamental research phase for Fishbowl – Inventory System CRM example involved a thorough review of competitor platforms, academic studies and industry reports. This process helped us identify market gaps, user expectations and core functionality requirements critical to CRM success.

    In addition to secondary research, we performed hands-on testing with competing systems to evaluate usability strengths and weaknesses.

  • Web Design And Development Service | UX & UI Design

    Web Design And Development Service | UX & UI Design

  • CRM Development | UX & UI Design

    CRM Development | UX & UI Design

Interviews

Interviews & Surveys

  • We conducted detailed interviews and surveys with potential end-users to identify their pain points and key requirements. These findings informed our core design decisions and ensured the CRM system would directly address real-world needs and match industry standards.

  • Finance AI | UX & UI Design

    Finance AI | UX & UI Design

  • Fishbowl CRM | UX & UI Design

    Fishbowl CRM | UX & UI Design

Timeline

Interviews & Surveys

  • The process timeline supports structured project execution from initial call to final delivery. It begins with defining the problem and identifying research needs, followed by crafting tailored design solutions.

    Through iterative testing and optional support stages, we maintain flexibility and clarity. This flow ensures all tasks are completed on time, enhances collaboration and keeps the team aligned across every phase.

  • SaaS Product Development Services

    SaaS Product Development Services

  • App Mobile Development | UX & UI Design

    App Mobile Development | UX & UI Design

Brainstorm

Brainstorming and Definition

  • During the Brainstorm phase, we collaborated closely to generate, group and prioritize ideas. We defined clear objectives, outlined a roadmap and iteratively shaped solutions to address usability gaps and improve the user experience.

    Key outcomes included enhancing personalization, streamlining navigation and strengthening reporting tools. These concepts became the foundation for a more intuitive Fishbowl – Inventory System CRM ui / ux.

  • App Development Mobile | UX & UI Design

    App Development Mobile | UX & UI Design

Mobile app

AI-Powered mobile CRM management

  • The Fishbowl mobile app delivers a streamlined inventory experience through a bold, user-friendly interface built specifically for mobile devices.

    Color-coded modules, clear typography and clean layout help users quickly access top product data and sales performance. The mobile-first approach ensures fast, intuitive interactions, empowering users to manage materials and goals efficiently from any device.

  • Mobile App Development Services | UX & UI Design

    Mobile App Development Services | UX & UI Design

Landing page

Designing pages with impact

  • The Fishbowl landing page is built to drive conversions through bold typography, minimal layout and direct CTAs like “Go Demo.”

    Visual hierarchy and concise messaging emphasize real business value. Real-life imagery supports credibility, while focused content highlights how Fishbowl simplifies inventory, warehousing and manufacturing in a unified platform. The result is a landing experience that informs, builds trust and pushes engagement.

  • Product Design Studio | UX & UI Design

    Product Design Studio | UX & UI Design

Branding

Creating Visuals That Strengthen Brand Identity

  • The Fishbowl branding strategy focused on clarity, consistency and visibility. From signage to mugs and t-shirts, every element reinforces brand recognition in corporate and casual settings. The bold logotype and minimal palette ensure standout presence.

    This unified approach positions Fishbowl as a reliable, tech-driven solution. Extending the branding across key touchpoints builds trust, strengthens user connection and supports a modern, professional image.

  • Fishbowl CRM | UX & UI Design

    Fishbowl CRM | UX & UI Design

  • design ux UI branding  development SAAS Web Mobile app management CRM

    design ux UI branding development SAAS Web Mobile app management CRM

Results

Final Outcome & Impact

  • The project reached its goals with a smooth handoff and positive feedback from all stakeholders.

    The final product offered seamless performance, strong cross-device compatibility and intuitive functionality, supporting users with quick and efficient access to essential CRM tools.

  • Product Design Studio | UX & UI Design

    Product Design Studio | UX & UI Design

Shall we chat?

[email protected]

Let’s

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talk

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