Pipedrive - Finance CRM & UX UI Design

“

Update Pipedrive with a focus on UI clarity and user-driven features.

Matthew Wilson, CPO at Pipedrive

Matthew Wilson

CPO at Pipedrive

About the project

    • Project

      Pipedrive CRM

    • Location

      San-Marino

    • Category

      Deal Management Soft

    • Date

      2024

    • Digital Product Development Services | UX & UI Design

      Digital Product Development Services | UX & UI Design

    • Screenshot of Pipedrive finance CRM UI on a tablet.

      CRM Development | UX & UI Design

    Aftermath

    Logotype

    • Pipedrive Finance CRM UI design screenshot showing layout measurements and logos.

      CRM Developer | UX & UI Design

    • Smiling person from the design team for the finance CRM application case study.

      Pipedrive CRM - Sales SaaS | UX & UI Design

    Scope of Field

    • Screenshot showing the UI/UX design for a finance-focused Pipedrive CRM web application.

      Bespoke CRM Development | UX & UI Design

    • Screenshot of a mobile Pipedrive finance CRM interface showing a deal, owner, and status.

      Mobile App UI Design | UX & UI Design

    Users Interviews

    User Research

    Key Insights

    • Diagram screenshot illustrating flows for finance CRM software UI/UX.

      Best User Experience Design Services | UX & UI Design

    • Mobile phone displays 'Pipedrive No Risk - High Potential' text, related to CRM UI/UX design.

      User Experience Service | UX & UI Design

    User Survey

    Key Findings

    • UX Design Solutions | UX & UI Design

      UX Design Solutions | UX & UI Design

    • Screenshot of Pipedrive CRM interface, showing elements related to legal or rights within the UI design.

      Product Design And Development | UX & UI Design

    User Profiles

    Key Insights

    • Diagram showing a finance workflow designed for Pipedrive CRM.

      UX Design Services | UX & UI Design

    • Two people reviewing finance CRM software UI/UX design on a laptop.

      Dashboard Architecture | UX & UI Design

    Design Code

    Black Theme

    • Screenshot of a finance CRM software user interface.

      Dashboard Development | UX & UI Design

    • Screenshot of the Pipedrive mobile CRM application UI showing a finance deal view.

      Custom Mobile App Development | UX & UI Design

    Landing Page

    • Screenshot showing the mobile UI/UX design of a finance CRM application, likely with user or financial data.

      Web Design & Development Services | UX & UI Design

    • Graphic showing Pipedrive CRM contact details including phone and email.

      Minimum Viable Product Development Consultancy | UX & UI Design

    Mobile App

    Key Features

    • Mobile screenshot of a finance CRM web application dashboard displaying key metrics.

      Finance AI | UX & UI Design

    • Person wearing shirt with text 'Hi, I'm working at Pipedrive'.

      Retail CRM | UX & UI Design

    Result

    The Finals

    • “

      Team at Pipedrive were doing well, but co-op with Rondesignlab brought us to the new, unseen, level ever before.

      Matthew Wilson, CPO at Pipedrive

      Matthew Wilson

      CPO at Pipedrive

    Key Insights

    • Screenshot of a finance CRM web application dashboard featuring a meter display.

      AI Finance | 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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