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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