AI Sales CRM/ERP & Data Platform — Repfabric
Sebastián Balderas Espinosa
AI Sales CRM/ERP & Microsoft 365 Integration — Repfabric
AI Sales CRM/ERP & Microsoft 365 Integration — RepfabricSenior UX/UI Engineer — sole designer
Senior UX/UI Engineer — sole designerRepfabric was a 20-role, 12-module cloud CRM/ERP that nobody was adopting.
What I did
Sole designer. I scoped the platform down to the single persona actually
driving adoption — the sales rep — and removed ~85% of legacy
functionality across three iterations, in near-daily reviews with the
founder.
Microsoft 365 integration
I designed an integration layer that put the CRM where the rep already works:
· Outlook side panel surfacing CRM follow-ups inside the inbox, derived
from each rep's own email activity
· SPFx extension embedding the experience in the portal
· PowerApps forms feeding the dashboards behind it
Scope: design. A backend engineer implemented the integration itself.
The hard part
The build was live, with a Salesforce data-sync already in production. I preserved the underlying
multi-role data model while navigating real backend limits, without breaking
production.
Results
· ~85% of legacy functionality removed
· 12 → 4 modules consolidated
· 3 iterations over 21 months (Apr 2023 – Jan 2025), live build never broke
Like this project
Posted Aug 5, 2026
De-scoped a 20-role, 12-module CRM/ERP to one persona. Removed ~85% legacy bloat while preserving the data model on a live build, Salesforce sync intact.
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Timeline
Apr 1, 2023 - Jan 31, 2025
Clients
Repfabric
Agentic Dream
