Stratus CRM - SaaS & UX UI Design

Our customization features require technical expertise. We need a user-friendly solution to simplify the process for non-technical users.

Harrison S., CIO, Stratus CRM

Harrison S.

CIO, Stratus CRM

Illustration of a software icon for CRM and mobile app UI design.

About the project

Stratus CRM is a robust solution designed to streamline and optimize your customer interactions. With advanced features like lead tracking, and customer segmentation.

  • Project

    Status


  • Location

    California, USA


  • Category

    SaaS, CRM


  • Date

    2024


  • CRM Development | UX & UI Design - Stratus CRM - SaaS & UX UI Design

    CRM Development | UX & UI Design

  • Screenshot of a mobile app interface for management software, demonstrating UX/UI design.

    CRM Developer | UX & UI Design

Strategic Plan

Driving progress with strategic insights

    • Competitive analysis showed that the interface is significantly outdated and not intuitive. So our strategy is to create a more intuitive and modern interface.

      Vitalii B., UX Architect

      Vitalii B.

      UX Architect

    • User interviews highlighted delays in support responses, so we’re focusing on creating an AI-powered help system for faster and easier self-service.

      Victoria P., Lead Designer

      Victoria P.

      Lead Designer

    • Analyzing the data setup, we found slow performance, especially with large data volumes. So we decide optimize data processes and add caching.

      Mari S., CX Designer

      Mari S.

      CX Designer

    • Screenshot of Stratus CRM SaaS mobile app interface displaying a document and meter data.

      CRM Development Company | UX & UI Design

    Logo

    Brand Symbol

    • The Stratus CRM logo uses a clean, circular design with segmented arcs to show clarity and precision. Its simple build and balanced look suggest connectivity, data flow, and intelligent systems, which are key to CRM functionality. The space between the segments cleverly forms a "C," reinforcing the brand. The calming blue and gray colors communicate professionalism, trust, and modernity.

    • Mobile phone displaying Stratus CRM app interface and text 'Optimize your customer interactions'.

      Custom CRM Development | UX & UI Design

    Problem and solution

    Clear solutions for complicated data

    • Users of Stratus CRM often struggle with complex data layouts and confusing navigation, making it difficult to quickly find and interpret important information. This complexity slows decision-making and leads to inefficiencies in managing customer relationships.

    Solutions

    • To address these challenges, the design team focused on improving data accessibility and clarity with a user-centered approach. By reorganizing the data and simplifying its presentation, they aimed to make Stratus CRM faster and easier to use:

    • 01 - Reorganization

      Reorganized the data layout to improve readability and ensure critical information is easy to follow for users at every level.

    • 02 - Simplification

      Simplified data presentation with minimalist charts that highlight essential information, allowing users to quickly understand insights and take action.

    • Diagram illustrating robust Stratus CRM UX/UI design for management.

      CRM Software Development | UX & UI Design

    • We created a modern and intuitive design for the Stratus CRM platform, enhancing user experience and ease of use.

      Mari S., CX Designer

      Mari S.

      CX Designer

    • Screenshot of the Stratus CRM software user interface.

      CRM Development Services | UX & UI Design

    Mobile app

    Designing for intuitive customer journeys

    • The team adapted Stratus CRM - SaaS project key features for mobile, ensuring clarity and ease of use. Interactive cards and clear navigation let users manage tasks, workflows, and customer journeys efficiently on the go, supporting productivity anytime, anywhere.

    Main Capabilities

      • Customizable Workflows

        Tailor workflows to match your business processes effortlessly, ensuring streamlined operations and enhanced productivity.

      • Journey Mapping

        Visualize the customer journey through intuitive maps and charts, identifying pain points and opportunities for improvement.

      • Scheduled Assignments

        Automate task assignments and reminders for your team. Schedule recurring tasks and deadlines to ensure consistent follow-up and productivity.

      • Screenshots of the Stratus CRM mobile app interface on iPhones.

        CRM Application Development Services | UX & UI Design

      Typography & Colors

      Crisp fonts and a vibrant palette

      • The design team chose the Lugfa typeface. This ensures excellent readability and gives the platform a professional, contemporary feel. This typeface supports a clear visual hierarchy between headers and body text, improving communication and usability.

        The color palette combines a deep navy with bright accent colors: blue, red, yellow, and white. This creates a dynamic and engaging interface. These colors bring energy and clarity to the user experience, supporting quick understanding and a cohesive brand identity across different touchpoints.

      • Stratus CRM mobile app screenshot with a meter, showing UX/UI design.

        Bespoke CRM Development | UX & UI Design

      • UI design screenshot of Stratus CRM SaaS application, showing management features or data.

        CRM System Development Services | UX & UI Design

      Landing page

      Driving engagement through design

      • In Stratus CRM - SaaS example, the landing page clearly presents the platform’s value through concise messaging, modern visuals, and a clean layout that guides users from key pain points to feature highlights.

        Strategic calls to action and organized content ensure visitors quickly understand how Stratus CRM streamlines workflows, creating a polished, conversion-focused experience.

      • Screenshot of a mobile app user interface for CRM and management.

        Web Design And Development Service | UX & UI Design

      Branding

      Modern, cohesive brand identity

      • We crafted a branding system that blends corporate professionalism with a sleek, contemporary aesthetic. Consistent use of color, typography, and minimal design across signage, business cards, and brand guidelines ensures Stratus CRM - SaaS ui / ux appears polished and recognizable on every platform.

        This unified approach builds credibility and reinforces the brand’s sophisticated yet approachable character, creating a lasting impression that supports trust and growth.

      • Screenshot of a mobile CRM app interface displaying a digital timer next to contact details.

        Product Design And Development | UX & UI Design

      Social Network

      Bright social presence

      • We crafted a clean and engaging social media campaign to highlight Stratus CRM’s value across channels. Each post is visually consistent, showcasing product features, customer benefits, and brand messaging in a modern, accessible way.

        This strategy builds awareness, boosts engagement, and reinforces the brand’s credibility—positioning Stratus CRM as a smart, forward-thinking solution in the CRM space.

      • Person using a smartphone displaying the CRM mobile app interface.

        Product Design And Product Development | UX & UI Design

      Result

      Driving adoption through usability

      • After the redesign, usability tests showed the platform became significantly easier to navigate. Simplified processes and a more intuitive interface helped users adapt faster, reducing the learning curve.

      Key Outcomes

        • Productivity rose by 64%

          As users navigated tasks faster with the intuitive new design.

        • Completed in 7 sprints

          Ensuring an efficient, focused development process that delivered results quickly.

        • We're thrilled with the result! The updated design is much more intuitive, allowing our users to adapt to the platform more quickly.

          Harrison S., CIO, Stratus CRM

          Harrison S.

          CIO, Stratus CRM

        • Product Design And Development Company | UX & UI Design

          Product Design And Development Company | UX & UI Design

        • Mobile UI design for Stratus CRM management software.

          Customer Relationship Management Developer | UX & UI Design

        Next steps

        Mapping the path forward

        • Our next priority is restructuring and redesigning platform content to enhance clarity and streamline navigation. By simplifying how information is organized, we aim to make the platform more intuitive and efficient for users. This step will build on recent improvements and support smoother user adoption as we continue to advance the platform’s capabilities.

        • Restructuring and redesigning platform content for improved clarity and easier navigation will be our next step.

          Harrison S., CIO, Stratus CRM

          Harrison S.

          CIO, Stratus CRM

        • Screenshot of a CRM dashboard with options for Social Media and Content Strategy management.

          CRM Development Services In USA | UX & UI Design

        Shall we chat?

        [email protected]

        Let’s

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        talk

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