HubSpot CRM - SaaS & UX UI Design
Redesign the HubSpot CRM interface to support faster workflows, better task visibility, and higher engagement across teams.
Christopher Davis
President of Product Strategy at HubSpot
About the project
Client
HubSpot
Project
HubSpot CRM
Industry
CRM Management
Date
2023
AI Customer Service | UX & UI Design
HubSpot CRM Challenges
Project Challenges
- “
Implement user testing throughout the design process.
Jack R.
CX Designer
- “
Understand the specific needs and pain points of sales users.
Mari S.
COO & CX Designer
AI For Customer Service | UX & UI Design
HubSpot CRM Design Process
Roadmap
AI In Customer Service | UX & UI Design
HubSpot CRM Quote
Product overview
- “
HubSpot plays a pivotal role in sales by providing a centralized platform for managing leads, and optimizing communication.
Christopher Davis
President of Product Strategy at HubSpot
Customer Service AI | UX & UI Design
HubSpot CRM Timings
Project Timeline
HubSpot CRM | UX & UI Design
HubSpot CRM Research
User Persona
- “
I need to make sure my team hits targets without losing sight of daily operations. A clear dashboard and simple reporting tools are essential.
Sarah Green
Sales Team Lead
- “
I want tools that help me build and maintain client relationships without slowing me down. CRM should help, not get in the way.
Mark Menson
Sales Manager
Using AI For Customer Service | UX & UI Design
User Research
Key Insights
800
regular users use system
8
new features implemented
30
interviews conducted
AI Customer Service Software | UX & UI Design
HubSpot CRM Flowmap
Streamlined User Flow
HubSpot CRM | UX & UI Design
HubSpot CRM UX Solution
Wireframes
HubSpot CRM UX Phase | UX & UI Design
Typography & colors
Visual choice
- “
In our HubSpot redesign, we incorporated a bright colors with green as an accent and Urbanist font.
Ailna L.
UX/UI Designer
HubSpot CRM | UX & UI Design
HubSpot CRM UI Kit
UI Kit system
CRM Development | UX & UI Design
HubSpot CRM Mobile App
Mobile App
CRM Developer | UX & UI Design
HubSpot CRM Design Elements
CRM for sales
CRM Development Company | UX & UI Design
Daily Schedule
Custom CRM Development | UX & UI Design
HubSpot CRM Adaptivity
Tablet Version
CRM Software Development | UX & UI Design
HubSpot CRM Presentation
Presentation
CRM Development | UX & UI Design
HubSpot CRM Website
Product website
CRM Development Service | UX & UI Design
CRM Development Services In USA | UX & UI Design
HubSpot CRM Application
App design
Customer Relationship Management Developer | UX & UI Design
HubSpot CRM Elements
Main Approach
- “
In our HubSpot redesign, we incorporated a bright colors and different design elements
Victoria P.
UX/UI Designer
SaaS Development | UX & UI Design
HubSpot CRM Social Networks
Social Media Content
SaaS App Development Company | UX & UI Design
HubSpot CRM Work Done
Result
- “
We’ve seen a noticeable boost in user satisfaction and daily task completion after implementing the new UI.
Christopher Davis
President of Product Strategy at HubSpot
Key Insights
Design A Product | UX & UI Design
Shall we chat?
[email protected]Let’s
talk
Let’s
talk