Orbit — CRM & Pipeline Management System (UI/UX Design) A complete sales-operations product desig...Orbit — CRM & Pipeline Management System (UI/UX Design) A complete sales-operations product desig...
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Orbit — CRM & Pipeline Management System (UI/UX Design)
A complete sales-operations product design — web dashboard, mobile companion app, and AI-assisted lead scoring — designed end to end in Figma for growing sales teams.
Key screens: Overview dashboard (pipeline value, win rate, deal cycle, revenue trends), Clients table (health status, deal value, activity tracking), and a Kanban-style Pipeline board (deals by stage, drag-and-drop ready).
Design decisions:
Dark sidebar + light content area keeps navigation persistent without competing with data-dense tables and charts.
Color-coded client health (Active/At Risk/Churned/Prospect) lets a sales lead scan status without reading every row.
Mobile companion screens mirror the desktop's information hierarchy so reps get the same priority signals on the go.
Deliverable: full design system across web + mobile, dev-ready for handoff. Also available as a fully built, functional product (React/Node.js/FastAPI backend, AI-assisted lead scoring) if a client wants the complete engineered system rather than the design alone.
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