QuickBooks – CRM Management Dashboard & UX UI Design

We needed a smart, clean CRM interface that helps teams manage leads, track interactions, and boost sales without the clutter.

Michael Turner, Product Owner, QuickBooks

Michael Turner

Product Owner, QuickBooks

Screenshot of a manufacturing ERP web application interface on a mobile device.

About the project

    • Client

      Finance, CRM, Management


    • Location

      San Francisco, USA


    • Date

      2024


    • QuickBooks - Finance Service Management | UX & UI Design

      QuickBooks - Finance Service Management | UX & UI Design

    Logo Design

    Our Logo Design Process

    • QuickBooks - Finance Service Management | UX & UI Design

      QuickBooks - Finance Service Management | UX & UI Design

    • Financial Software Development | UX & UI Design

      Financial Software Development | UX & UI Design

    Strategy

    The path we chose for the project

    • Financial Software Development Company | UX & UI Design

      Financial Software Development Company | UX & UI Design

    • QuickBooks - Finance Service Management | UX & UI Design

      QuickBooks - Finance Service Management | UX & UI Design

    Problem and Solution

    Real Problems, Real Solutions

    • QuickBooks - Finance Service Management | UX & UI Design

      QuickBooks - Finance Service Management | UX & UI Design

    • Financial Software Development Services | UX & UI Design

      Financial Software Development Services | UX & UI Design

    • Financial Software Developer | UX & UI Design

      Financial Software Developer | UX & UI Design

    Mobile app

    Seamlessly Adaptive Design

    • QuickBooks - Finance Service Management | UX & UI Design

      QuickBooks - Finance Service Management | UX & UI Design

    • Financial Services Software Development | UX & UI Design

      Financial Services Software Development | UX & UI Design

    • Financial Services Software Solutions | UX & UI Design

      Financial Services Software Solutions | UX & UI Design

    Branding

    Smart. Bold. Recognizable.

    • design ux branding  finance SAAS corporate development Web Mobile app uı

      design ux branding finance SAAS corporate development Web Mobile app uı

    • QuickBooks - Finance Service Management | UX & UI Design

      QuickBooks - Finance Service Management | UX & UI Design

    Key Metrics & Impact

    • Finance AI | UX & UI Design

      Finance AI | UX & UI Design

    • AI Finance | UX & UI Design

      AI Finance | UX & UI Design

    Result

    Growth Backed by Data

    • Finance Artificial Intelligence | UX & UI Design

      Finance Artificial Intelligence | UX & UI Design

    • Using Artificial Intelligence In Finance | UX & UI Design

      Using Artificial Intelligence In Finance | UX & UI Design

    • QuickBooks - Finance Service Management

      QuickBooks - Finance Service Management

    Next steps

    Future Collaboration Roadmap

    • QuickBooks - Finance Service Management | UX & UI Design

      QuickBooks - Finance Service Management | UX & UI Design

    • QuickBooks - Finance Service Management | UX & UI Design

      QuickBooks - Finance Service Management | UX & UI Design

    • AI In Corporate Finance | UX & UI Design

      AI In Corporate Finance | UX & UI Design

    • AI For Finance | UX & UI Design

      AI For 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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