Emarcko CRM | Sales and Marketing Dashboard Design
Muhammad Taha
What Did My Client Want?
Emarcko is a digital marketing and AI solutions agency working with clients across the US and beyond. Their sales and marketing work was spread across spreadsheets, ad dashboards and inbox threads. They wanted one CRM where the team could see every lead, deal and campaign without jumping between five different tools.
Specific Requirements
One main dashboard showing pipeline, revenue and campaign results at a glance
Lead and contact management with filters, tags and owner assignment
A deal pipeline that shows exactly where every opportunity stands
Campaign tracking so marketing results sit right next to sales numbers
Data heavy tables that stay readable with hundreds of rows
Layouts that work on desktop and tablet
Components the dev team could build from without guessing
What I Delivered
I started by mapping how the sales and marketing team actually works day to day, from first contact to closed deal. That shaped the structure of the whole product, so the actions they use most are always one click away.
The main dashboard puts the numbers the team checks every morning right at the top: new leads, deals in progress, revenue and campaign performance, with trends underneath. The lead and deal screens are built for fast scanning and quick edits instead of long forms. I kept the visual style calm and consistent so a screen full of data never feels overwhelming.
Everything was handed over as an organized Figma file with a reusable component library, so developers could build it screen by screen with no back and forth.
Key Deliverables
User flows for the full lead to deal journey
Wireframes for all core screens
High fidelity UI for the dashboard, leads, contacts, deal pipeline, campaigns and reports
Empty, loading and error states for every key screen
Reusable component library with colors, type and spacing
Clickable prototype for team review
Developer handoff file with specs
Overall Experience
CRM design is tricky because there's a lot of data and every user wants something different from it. Working closely with the Emarcko team made it easy to test ideas early and cut anything that didn't help. The end result is a CRM that feels simple to use, even with a lot happening behind the scenes.
Client Testimonial
Taha understood how our team works before he designed a single screen. The CRM is clean, easy to navigate, and our developers built it straight from his Figma file without chasing him for answers. We'll be working with him again.
Rehman Saleem, CEO, Emarcko
Have a SaaS product or app idea? Let's design it right.
I design SaaS dashboards, web apps and mobile products that users understand from the first click and developers can build without guessing.
Why work with me?
š User Research First: Every design decision is based on how your users actually work.
š§© Dev Ready Figma Files: Organized components, clear specs and zero guesswork at handoff.
š± Web and Mobile: SaaS dashboards, web apps and native iOS and Android apps.
š£ļø Clear Communication: Regular updates, honest feedback and quick replies.
ā
On Time Delivery: Clear milestones and no surprises.
Tell me what you're building and I'll tell you how I'd approach it.
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Posted Sep 26, 2026
Designed Emarcko's sales and marketing CRM so the team can track leads, deals and campaigns in one place, with dashboards that are quick to read every day.
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