QuickBooks CRM - Finance Service Management UX/UI

“

We’re facing issues with sales inefficiencies, weak customer engagement, and a lack of insight into future trends.

Sasan G., CEO, QuickBooks

Sasan G.

CEO, QuickBooks

Screenshot of a computer screen displaying an enterprise finance or ERP system.

About the project

    • Client

      QuickBooks

    • Location

      New Jersey, USA

    • Category

      Finance

    • Date

      2023

    • AI Finance | UX & UI Design

      AI Finance | UX & UI Design

    Logo Design

    Finance Icon for UI Integration

    • QuickBooks logo and graphic element representing financial data for enterprise management.

      AI In Banking Industry | UX & UI Design

    Problem and Solution

    Finance Tasks Streamlined

    • Screenshot of an enterprise finance or service management desktop application interface on a laptop.

      AI In Finance | UX & UI Design

    Branding Positioning

    Identity Blueprint

    • Illustration of financial or service management graphics, featuring a meter and 2D barcode symbol.

      Finance And AI | UX & UI Design

    • Billboard mockup advertising enterprise finance and service management software design.

      QuickBooks - Finance Service Management | UX & UI Design

    Main Features

    Finance Service Management

    • iPhone displaying a mobile app for enterprise finance and service management.

      AI In Finance Industry | UX & UI Design

    • Illustration of business professionals reviewing financial data and strategy on a display, relevant to enterprise finance.

      AI In Finance Industry | UX & UI Design

    • “

      The calendar was designed for fast selection and better task visibility using simple color cues.

      Mari S., COO

      Mari S.

      COO

    • Smartphone used in enterprise finance and service management.

      Finance Artificial Intelligence | UX & UI Design

    Mobile App

    Simplified Payments and Tracking

    • Screenshot of a mobile app used for enterprise finance or service management.

      AI For Finance Professionals | UX & UI Design

    • Smartphone used for portable access to enterprise finance or service management.

      AI In Corporate Finance | UX & UI Design

    • People engage with a presentation likely concerning enterprise finance and service management software.

      Product | UX & UI Design

    Social Media

    Social Conversion

    • Screenshot of enterprise finance desktop software on laptop and mobile app.

      AI In Finance And Accounting | UX & UI Design

    • Graphic showing Quickbooks logo and 'Accounting software for business' text.

      QuickBooks - Finance Service Management | UX & UI Design

    Streamline Workflow

    Feedback-Driven Flow

    • A technician in a work shirt, representing the service management aspect of Quickbooks ERP.

      QuickBooks - Finance Service Management | UX & UI Design

    Result

    Efficiency Achieved

    • Finance And Artificial Intelligence | UX & UI Design

      Finance And Artificial Intelligence | 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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