Objective: To help sales teams manage leads, track progress, and stay organized through a mobile-first experience.
Scope:
Lead and contact management
Sales pipeline overview
Task scheduling and reminders
iOS app for sales reps and managers
The Challenge
Build an interactive Figma prototype to clearly communicate the app's value to stakeholders.
Simplify the sales workflow for agents to reduce friction in lead tracking and follow-ups.
Design a clean, mobile-first interface that supports quick access and ease of use on the go.
The Solution
Design Approach: Create clean, modern visuals that emphasize accessibility, clarity, and innovation, ensuring fast adoption and ease of use across various skill levels.
Key Features:
Lead and contact management
Sales pipeline overview
Task scheduling with reminders
Quick activity logging (calls, meetings, notes)
Additional Highlights:
Scalable architecture that can grow with the team
Seamless onboarding with guided walkthroughs
Offline support for agents working in the field
Notifications and reminders to reduce missed opportunities
Logo Design
Brand Guide
Typography
Onboarding
Dashboard
Agenda
Goals
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