Fishbowl CRM - SaaS & UX UI Design

Logotype

Connection and transformation

• The Fishbowl CRM - SaaS logo shows both openness and dynamic change, which are core values of the platform. This design represents the breaking of traditional financial barriers, allowing seamless flow of information and fresh perspectives.
  
  Created through a collaborative creative process, we explored multiple concepts before settling on the broken ring one. Its clean, minimalist form ensures strong recognition while conveying innovation and trustworthiness, perfectly reflecting Fishbowl’s mission to transform financial management.

Design Process

Timeline

• As our team developed the app, we went through a variety of phases from the research phase to the final design. We paid special attention to each stage, striving to create an innovative and satisfying app.

• 15% - Discovery

  We conducted an in-depth analysis of competitors by studying their products and identifying key features, advantages and disadvantages

• 30% - Define

  At this stage, our team worked systematically to determine the best ways to achieve the end goal within the application development.

• 15% - Ideate

  We conceptualized the visualization and design of the app. We created interface sketches, screen prototypes and general style of the application.

• 40% - Solution

  We prepared the app for release, making sure it not only met all technical requirements, but also provided users with an aesthetic and satisfactory visual experience in line with the brand.

User Research

Analytics Insights

• To better understand our future users’ needs and priorities, we conducted in-depth interviews with a targeted group of prospective Fishbowl CRM - SaaS project’s users. During these sessions, we asked targeted questions to uncover which features they found most valuable. One key question was: “What features of the Fishbowl app are most important to you?”

• 90%

  of users chose User-friendly Interface and Navigation

• 73%

  of users identified Real-time data analysis

• 66% of respondents

  highlighted Business Efficiency Review

Key Pain points

• Complex and confusing interface

  78% of users struggle with overly complex interfaces that make navigation and task completion difficult.

• Training and Support

  48% of respondents emphasized the importance of accessible training and ongoing support.

• Data Security

  for 68% of users data protection remains a top concern, with they seeking reassurance that their sensitive financial information is safe.

• Complexity of Integration

  35% of users find integrating the platform with existing tools and systems challenging.

User flow

Effortless paths to action

• We have developed a clear and logical Fishbowl CRM - SaaS ui / ux structure to ensure that information is organized in a logical manner.
  
  Based on the test results and information structure, we performed successive iterations, implementing changes to optimize the environment and provide a more efficient user experience.
  
  As a result, we developed a user flow that is easy to understand and meets the expectations and needs of our users.

Integrated Control Center

Dynamic metrics in focus

• Important metrics such as revenue, transaction history and emails are visualized in the interface, providing a holistic view of business processes.
  
  This innovative visual interface not only provides a clear overview of revenue, transaction history and email correspondence, but also offers the user a unique opportunity to dive deeper into business processes.
  
  With its help, you can not only monitor key metrics, but also analyze the dynamics of changes in real time.

Typeface

Typography with a modern edge

• For Fishbowl CRM - SaaS example, a management platform, we selected Lufga Sans that combines precision with approachability. It’s clean and modern, and ensures easy readability of complex financial data, while subtle retro elements add a touch of professionalism.
  
  This typography choice supports clear communication and instills confidence, making financial management straightforward and accessible for all users.

Integrated Control Center

Designed purely for usability

• Dashboard, designed with accessibility UI/UX in mind, has an intuitive design for ease of use and navigation.
  
  This user-friendly approach extends its usefulness even to those less familiar with CRM software, making it an inclusive tool for diverse teams.
  
  Identifying opportunities for improvement becomes uncomplicated, allowing businesses to optimize operations and improve overall efficiency. The dashboard serves as a valuable tool for identifying areas where refinements can lead to increased profitability.

Integrated Control Center

Turning data into strategy

• Fishbowl empowers companies with real-time insights and a clear overview of key performance indicators, enabling faster, smarter decision-making. With live monitoring and a strategic dashboard, teams can stay agile, aligned, and ready to act on what matters most.

• Real-Time Performance at a Glance

  Fishbowl seamlessly integrates real-time data, giving users the ability to continuously monitor and respond to company performance as it evolves.

• Smarter Decisions

  By presenting a comprehensive snapshot of key performance indicators, the dashboard enables companies to make informed decisions, facilitating strategic planning and implementation.

Integrated Control Center

Seamless Email tracking

• Automated email tracking greatly simplifies the information management process and eliminates the need for manual data entry.


  With automatic tracking, every important email flow is captured and stored in the system, where it is easily accessible for later use and analysis. This functionality provides better communication management, improving data transparency and accuracy.
  
  Important discussions, transactions or questions from customers are instantly logged, facilitating rapid response to important events and maintaining context within the business relationship.

Result

Distinctive vision through research and collaboration

• We conducted a detailed study of existing concept apps, analyzing their capabilities to create something unique and inspiring in 4 sprints.



  Through a series of creative brainstorming and innovation meetings, we actively engaged in deep discussions to create a unique concept. These concepts were not just a reflection of the client's point of view, but the basis for shaping a sustainable approach.
  
  Our main focus was to create an intuitive and user-friendly interface for the Fishbowl platform. Our efforts gave the project its unique brand identity that harmonizes with its goals and core principles.