Sugar CRM – SaaS & UX UI Design

Craft a modern CRM design that simplifies sales and support processes while maintaining brand consistency.

Christopher Carter, CIO at Sugar CRM

Christopher Carter

CIO at Sugar CRM

Scene of a team presentation and collaboration session discussing SugarCRM SaaS UX/UI design.

About the project

Sugar CRM is a company that provides customer relationship management software solutions.


Our primary goal was to create a Sugar CRM system that offers an exceptional user experience.

  • Client

    Sugar CRM


  • Project

    CRM


  • Category

    CRM Management


  • Date

    2023


The company is known for its CRM platform that helps businesses manage customer relationships, streamline sales processes, and improve overall customer engagement.

  • Screenshot of the SugarCRM SaaS CRM interface on a device, illustrating the web application design.

    CRM Developer | UX & UI Design

Logotype

Symbol-Driven Logo

  • The logo centers around the letter “S,” making it easy to associate with Sugar CRM while staying simple and scalable. Its shape supports both print and digital visibility, essential for CRM marketing use cases.

    We avoided complex forms to keep the focus on usability across all brand touchpoints. The final result aligns with the rest of the CRM visual language and UI components.

  • Screenshot of SugarCRM's enterprise web application UI.

    CRM Development Company | UX & UI Design

Font and color system

Typography & Colors

  • We selected the Urbanist typeface for its readability and adaptability in CRM interface design. Our aim was to keep the user experience consistent and focused on CRM task flows. The font supports content visibility across mobile and desktop, reducing visual clutter.

    We used bright, accessible colors to create clear visual hierarchy and support intuitive navigation. This approach improves user satisfaction and reduces the learning curve in the Sugar CRM project.

  • Screenshot depicting the user experience design for an enterprise CRM web application.

    CRM Company | UX & UI Design

Strategy

Main mission

  • Our key mission was to design a clean, recognizable logo that reflects the essence of CRM, incorporating elements that convey connectivity, growth, or efficiency. The final concept supports cross-platform usability and aligns with the overall Sugar CRM UI system.

Key task

  • In Sugar CRM – SaaS example, we wanted to create an interface that seamlessly blends user-friendliness with visual appeal. We aimed to make the design easy to navigate and visually consistent.

  • People reviewing enterprise CRM software UI design on mobile devices.
  • User interface of an enterprise CRM SaaS application displayed on a tablet.

    CRM Software Development | UX & UI Design

UI Design

Mobile design concept

  • As part of Sugar CRM – SaaS project, we extended our focus to crafting a mobile app, aligning with our commitment to delivering an intuitive and visually captivating platform.



    We began by understanding the unique needs of mobile users. Recognizing the dynamic nature of on-the-go interactions, our design prioritized simplicity, ensuring that users could effortlessly navigate the app and access critical CRM functionalities with minimal effort.

  • Screenshot of an enterprise CRM mobile interface showcasing the application's design.

    CRM Development Services In USA | UX & UI Design

  • Mobile view screenshot of enterprise CRM software UI.

    CRM Development Service | UX & UI Design

Identity

Branding identity

  • Creating a brand identity for Sugar CRM involves extending the visual elements across various mediums, including billboards, stationery, and even merchandise like t-shirts.

  • Outdoor advertising

    For billboards, we recognized the need for instant recognition and impact. The SugarCRM logo took center stage. Key messages about the platform's benefits were strategically integrated, fostering curiosity and interest.

  • Merchandise

    Bringing the brand to life on t-shirts involved a creative approach. We explored designs that incorporated elements of the Sugar CRM logo while adding a touch of playfulness. Wearers became brand ambassadors, embodying the spirit of SugarCRM in a casual and engaging manner.

  • Designed graphic featuring a person and visualizations related to CRM user experience.

    Customer Relationship Management Developer | UX & UI Design

Website

Digital interface for Product overview

  • We designed the Sugar CRM – SaaS ui / ux to reflect the product's core value: efficient CRM management. Navigation was simplified to prioritize conversion actions like demo requests and pricing exploration. Each UI component on the site aligns with Sugar CRM’s product features.

  • Screenshot of enterprise CRM SaaS UI on mobile and tablet devices.

    CRM Development Service | UX & UI Design

Mobile app

Sugar CRM app – gateway to effortless control

  • This powerful application is designed to bring the full spectrum of CRM functionality to your fingertips, empowering you to stay connected, productive, and in control, no matter where your business takes you.

Key Features

    • Simplified Coverage Navigation

      With the Sugar CRM Mobile App, we've redefined the way you engage with your customers, manage leads, and drive opportunities. Experience a new level of flexibility and accessibility as you navigate your CRM tasks with ease, unlocking the true potential of a mobile-centric CRM solution.

    • Real-Time Upload Confirmation

      Experience a user-friendly interface designed for efficiency and ease of use. Navigate seamlessly through your CRM data with intuitive controls and clear visual cues. Stay on top of your business with real-time updates on leads, opportunities, and customer interactions.

    • Screenshot showing the mobile UI design for the enterprise CRM SaaS application.

      CRM Application Development Services | UX & UI Design

    UI Design

    Signboard

    • We have created the Sugar CRM signboard. This signboard becomes a powerful ambassador, inviting businesses to explore the realm of seamless customer relationship management.

    • Screenshot of the Sugar CRM SaaS web application dashboard interface.

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    Customization

    • Users have the flexibility to customize their dashboards, widgets and modules can be arranged, added, or removed based on individual preferences, providing a personalized workspace.

    • Screenshot of an enterprise CRM web application dashboard interface.

      CRM Development Services | UX & UI Design

    Merchandise

    Branding campaign

    • We have created the product's branding through market research, defining a unique strategy, designing the logo and other brand identity product aesthetics.

      Throughout the campaign, we maintained consistent messaging and visual style across both digital and physical channels, ensuring a unified brand experience that supports Sugar CRM’s market positioning and user retention goals.

    • User on mobile device, demonstrating interaction with enterprise software or CRM.

      CRM Branding | UX & UI Design

    Social Media

    Digital Touchpoints Content

    • We created Instagram posts that reflect Sugar CRM’s brand identity while engaging the target audience effectively. Content was tailored to highlight key CRM features and benefits, driving user interest and interaction. Consistency in style and messaging helps strengthen brand recognition across the platform.

    • Screenshot of the Sugar CRM SaaS mobile interface.

      CRM System Development Services | UX & UI Design

    About Work Done

    Result

    • From competitor analysis to the tangible outcome you see today. Our journey in designing Sugar CRM has been a transformative one.

      Our project showcases a special and captivating brand image designed carefully to meet its goals. The team's strong dedication is evident in creating a super easy-to-use interface.

    • The Sugar CRM design approach aligns well with our goal of improving user engagement.

      Christopher Carter, CIO at Sugar CRM

      Christopher Carter

      CIO at Sugar CRM

    • Screenshot of an enterprise Sugar CRM SaaS web app UI, showing user profiles.

      Sugar CRM – SaaS | UX & UI Design

    Shall we chat?

    [email protected]

    Let’s

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