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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