Sales Relationship Management system - CRM platform

We partnered with the client to design a comprehensive Sales Relationship Management (SRM) platform aimed at helping sales teams manage leads, track activities, and nurture client relationships more effectively.

Our work covered the full design spectrum: from UX strategy to responsive web and mobile design, along with brand development including logo and visual identity.

We began with thorough research — conducting stakeholder interviews, competitor analysis, and creating a feature mind map to define the product vision and prioritize user needs. Based on these insights, we designed clear, functional wireframes that laid the groundwork for intuitive workflows.

Our UI design system focused on clarity, usability, and modern aesthetics, ensuring the interface is both approachable for new users and powerful for experienced sales teams. We paid close attention to performance and scalability so the design would integrate smoothly with the broader sales ecosystem.

In addition to the platform itself, we developed cohesive branding — including a new logo and visual guidelines — to reinforce trust and professionalism across all user touchpoints.

The result is a fully-realized design package that transforms an initial concept into a polished, user-centered sales tool ready for development and real-world use.