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
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
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
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
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
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
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
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
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
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
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
Shall we chat?
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Let’s

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