See how we designed MineralSoft, a real-time oil...
👀 1879 views
❤️ 329 likes
Craft a modern CRM design that simplifies sales and support processes while maintaining brand consistency.
CIO at Sugar CRM
Too Long;
Didn't Read
32% higher user adoption. See how Sugar CRM rebuilt customer relationship management:
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.
Behind that goal sits a specific enterprise reality. Sales teams and support teams share customers but rarely share tools. Sales opens the CRM to move deals forward. Support opens it to close tickets and log resolutions. Both audiences depend on the same underlying data, and both routinely encounter interfaces that were designed for one workflow and awkwardly adapted for the other. Sugar CRM was rebuilt to serve both without asking either to compromise.
The design work spanned a full customer relationship management UI design rebuild across web, tablet, and mobile, treating each surface as a first-class citizen rather than a scaled-down version of a desktop assumption. Urbanist typography carries the density of enterprise data at reading distance. The Sugar CRM logo, anchored on a scalable "S" mark, holds its shape from mobile app icon through billboard-scale outdoor advertising, giving the brand system the range enterprise identities usually can't sustain.
Client
Sugar CRM
Project
CRM
Industries
Date
2023
The mobile app extends the core CRM functionality to on-the-go sales and support work, where dashboard clarity and simplified navigation replace the feature bloat that typically accompanies mobile CRM attempts. Real-time updates on leads, opportunities, and customer interactions surface through interactions designed for one-thumb use during the moments when reps are actually between meetings, not staring at monitors.
Underneath the interface, dashboard customization gives users the flexibility to arrange widgets and modules around their specific role rather than around whatever default the vendor decided to ship. That flexibility separates the CRM user interface work here from the generic template approach that dominates the category, and it's the specific design decision that supports the 32% adoption lift documented in the Measurable Outcomes section.
Logotype
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.
Font and color system
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.
Strategy
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.
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.
UI Design
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.
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.
Website
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.
Mobile app
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.
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.
UI Design
We have created the Sugar CRM signboard. This signboard becomes a powerful ambassador, inviting businesses to explore the realm of seamless customer relationship management.
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.
Merchandise
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.
Social Media
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.
Measurable Outcomes
The Sugar CRM redesign was measured against the metric that matters most in enterprise CRM projects: whether teams actually use the platform six months after rollout. Category benchmarks for successful CRM redesigns cluster in the 20-40% adoption lift range, and the Sugar CRM engagement lands squarely inside that band.
32% higher user adoption
Sales and support teams returned to the platform at rates that separate a CRM users tolerate from a CRM they choose. The lift reflects the combined impact of customizable dashboards, mobile-first access, and a visual system that stayed out of the workflow instead of complicating it.
Cross-platform continuity
The interface delivers consistent behavior across web, tablet, and mobile, closing the gap that most CRM redesigns leave open. Consistency at that level is what turns a CRM tool into an infrastructure decision rather than a departmental preference.
Brand recognition at scale
The identity system extended cleanly from the app interface to billboards, merchandise, and social media touchpoints, giving Sugar CRM the market presence enterprise buyers expect from a serious platform.
The Sugar CRM design approach aligns well with our goal of improving user engagement.
CIO at Sugar CRM
Shall we chat?
[email protected]Let’s

talk