SaaS CRM Interface Redesign to Maximize Sales Potential

Starting at

$

20

/hr

About this service

Summary

I design intuitive, visually engaging, and data-driven CRM and sales platforms that help teams work smarter and faster. My approach blends UX research, user feedback, and iterative design to create interfaces that are both functional and delightful. With a strong focus on clarity, efficiency, and business growth, I deliver solutions that adapt to evolving user needs.

FAQs

  • Who is this for?

    This service is designed for companies and teams that want to efficiently manage their customers, sales, and internal processes through a modern, intuitive CRM. Ideal for businesses aiming to grow quickly while keeping a clear record of all client interactions.

  • How will we collaborate during the process?

    For CRM/SaaS product configuration and adjustments, we’ll schedule online consultation sessions (via Zoom or similar) and use in-platform comments for feedback. All sessions will be recorded, so I can revisit the discussion later to ensure I fully capture and understand your requirements.

  • How many changes can I request during the process?

    I highly value your feedback and typically provide up to 3 rounds of revisions, where you can request reasonable changes related to functionality, layout, and integrations. I’ll send you regular updates so you can validate each stage.

  • What if I need more than 3 rounds of revisions?

    I understand some projects may require additional refinement. If you need more than 3 rounds of revisions, we can add extra rounds at a pre-agreed hourly rate.

  • Can you integrate the CRM with other applications?

    Yes. The CRM can be integrated with third-party apps like Zapier, Paystack, Shopify, and many more. We’ll review the full list of available integrations before implementation.

  • How do you set the number of revisions before starting a project?

    Before signing the contract, I confirm the number of revisions with the client to keep expectations clear. For fixed-price projects, I include 3 rounds of revisions in the price. Once we reach that limit, we switch to an hourly contract for any additional edits.

What's included

  • A Redesigned Interface for Sales Insights & Business Growth

    This project is about creating a cloud-based Sales CRM (Customer Relationship Management) platform designed to make sales teams' work easier and more efficient by focusing on great user experience (UX). The project’s primary goal is to elevate the sales team’s experience by prioritizing user-centric design principles. By leveraging user feedback, testing, and iterative design, we ensure that the platform meets the evolving needs of sales teams while providing them with an intuitive, delightful, and efficient CRM experience. View full case study here: bit.ly/3MHchY4

  • UX/UI Redesign of SaaS CRM Dashboard to Boost Sales Performance

    Deliverables : High-Fidelity UI Designs – Pixel-perfect SaaS CRM screens in Figma, ready for development. Interactive Prototype – Clickable prototype to demonstrate user flows and interactions. Design System – Consistent typography, colors, and components for scalability.


Skills and tools

Product Designer

Sales Manager

UX Designer

Figma

Figma

Miro

Miro

Industries

Analytics
Sales