CRM Software Design | MedsNow CRM

MedsNow provides affordable CRM solutions for independent pharmacies to simplify invoicing and collections, manage customers, and grow their businesses with an easy-to-use online platform.

Atomic Health partnered with MedsNow to provide a solid MVP solution for their CRM SAAS platform for independent pharmacies. In my role, I helped pioneer a comprehensive understanding of client needs and the problems they were looking to solve, plan user flows to meet these needs, explore wireframes, create a customized design library and implement high fidelity screens with a refreshed interface design. Atomic Health delivered a full MVP solution successfully unlocking a complete online CRM for independent pharmacies to manage orders, onboard patients, create and send invoices and support in-store POS systems.

For MedsNow, our team began with a comprehensive view into how small pharmacies manage orders, fulfillment and billing. I fully documented the staging platform MedsNow had created as proof of concept to better comprehend the how the founders were thinking about a comprehensive CRM solution.

Understanding the CRM needs and pain points of pharmacies enabled me to capture “jobs to be done” and begin planning and iterating towards a solution. Creating platform sitemaps enabled us to explore with the client how to structure user flows. Multiple iterations of high fidelity wireframes then helped us get a vision for how users would interact with the final CRM.

To help the client determine a visual direction for the platform, we created a sliding scale of adjectives with interface examples. Their leadership team moved the sliders in the direction they envisioned for their product’s brand feel. Members of our team who specialize in visual design stepped in to help iterate to determine a final direction for the interface design.

Based on an internal component library I had developed for our team at Atomic Health, I crafted a custom design library for the MedsNow platform. The initial library was configured with generic unbranded components that were used for wireframing. As visual design decisions were made at the library level and rolled out to the wireframes, we were able to simplify the process of converting approved wireframes to final designs.

For more information about my role and responsibilities, you can read the full MedsNow CRM case study on my website.