Redesign of GR8 Insight's CRM Extension
Robson Oliveira
GR8 Insight UI for Chrome CRM Extension
GR8 Insight needed to modernize and align its browser-integrated CRM extension with the brand’s new digital identity. The tool plays a key role in helping SDRs capture, organize, and visualize information about managers, CEOs, and directors directly from any website, supporting commercial proposals and future outreach. The context required the extension to be practical, functional, and adaptable across different platforms, while maintaining consistency with the new site.
Project Context
GR8 Insight needed to modernize and align its browser-integrated CRM extension with the brand’s new digital identity. The tool plays a key role in helping SDRs capture, organize, and visualize information about managers, CEOs, and directors directly from any website, supporting commercial proposals and future outreach. The extension had to be practical, functional, and adaptable to different platforms, while staying consistent with the new site.
Challenge
The main challenge was to redesign the entire user experience, ensuring a responsive and functional interface, even in limited screen spaces. The focus was on creating a clean visual hierarchy, an intuitive onboarding, clear microcopy, and smooth, simple navigation. Everything was designed to deliver fast performance and brand consistency without compromising the end-user experience.
Development Process
Planning:
Analyzed previous flows and friction points in the old layout.
Mapped user journeys for onboarding, snippets flow, and dashboard.
Created reusable components and step-by-step navigation (onboarding → signup → dashboard).
Refined color palette, icons, and mascot to build an approachable tone.
Interactive prototype tested across different screen sizes.
Microcopy reviewed to clearly guide the user.
Solution
The solution was to design a new responsive UI for the Chrome extension, ensuring smooth performance and a seamless experience. Using modular components makes it easy to maintain and scale with future features. The flows were structured to be clear and intuitive — from onboarding to questions, insights, and snippets. Finally, a mascot and custom illustrations add a friendly, human touch, even within a B2B context.
Example of how the extension automatically identifies and collects information about company managers and directors directly from the website.
Results
Much smoother user experience compared to the old layout.
Compact interface with consistent performance across different contexts.
Ready-to-scale structure for new dashboards and widgets.
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Posted Jul 5, 2025
Modern browser CRM extension: practical, functional and brand-aligned tool to help SDRs capture, organize and visualize leads info directly from any site.
