Salesforce CRM - SaaS Software & UX UI Design
Our clients need a unified, intelligent CRM system to track and manage customer data with precision, flexibility, and total visibility.
Grace Morgan
Co-Founder, Salesforce CRM
About the project
Client
Salesforce
Location
San Francisco, USA
Category
Financial Services
Date
2025
AI Design Product | UX & UI Design
Logo Design
The method behind our logo creation
AI And Product Design | UX & UI Design
Mobile app
Responsive layouts that fit every screen
Mobile App Experience
AI Based Product Design | UX & UI Design
Strategy
The foundation of our project plan
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Our goal was to embed automation that simplifies lead tracking and opportunity management.
Jack L.
Team Lead
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We focused on making the dashboard cleaner to solve the client’s concern about information overload.
Alina L.
Design Architect
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We focused on testing each feature to reduce complexity and improve CRM productivity.
Stan D.
Project Manager
Artificial Intelligence In The Finance Industry | UX & UI Design
Product Design With AI | UX & UI Design
Problem & Solution
Recognized obstacles and applied fixes
Artificial Intelligence In Product Design | UX & UI Design
Landing page
Building web pages that drive results
Application Of Artificial Intelligence In Finance | UX & UI Design
User Research
The product evolves through user feedback
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User research revealed critical insights into the key obstacles teams encounter in daily CRM operations.
Jack L.
Team Lead
Artificial Intelligence Applications In Finance | UX & UI Design
Artificial Intelligence In Accounting And Finance | UX & UI Design
UI Elements
Components built for clarity and efficiency
Artificial Intelligence In Banking And Finance | UX & UI Design
Artificial Intelligence In The Finance Industry | UX & UI Design
Branding
Developed a solid, reliable visual identity
Artificial Intelligence For Finance Professionals | UX & UI Design
Artificial Intelligence In Finance Industry | UX & UI Design
Key User Metrics
Artificial Intelligence In Finance And Accounting | UX & UI Design
Artificial Intelligence In Corporate Finance | UX & UI Design
Result
The results delivered by our work
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Our clients appreciate how AI streamlines sales processes, which increased deal closures to 82%.
Grace Morgan
Co-Founder, Salesforce CRM
Conversation Rate
Using Artificial Intelligence In Finance | UX & UI Design
AI In Fintech | UX & UI Design
Next Iteration
Moving forward with future goals
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We’re excited to continue collaborating and appreciate your partnership throughout ongoing product evolution.
Grace Morgan
Co-Founder, Salesforce CRM
Fintech AI | UX & UI Design
AI And Fintech | UX & UI Design
Shall we chat?
[email protected]Let’s
talk
Let’s
talk