CRM APP 2.0
Improved a complex CRM mobile app to make workflows clearer and easier to navigate.
Role: UX Designer
Duration: Jan–Mar 2026
Users struggled with dense screens, long menus, and unclear navigation, especially when creating quotes and orders.
Problem
Insight
Users need stronger structure and orientation to navigate complex workflows on small screens.
What I did
- Simplified navigation and reduced clutter
- Introduced a guided flow for tasks
- Improved hierarchy and interactive states
Solution
Designed a structured workflow (Customer → Info → Lines → Done) to guide users and reduce confusion.
Outcome
- Reduced cognitive load
- Improved task flow clarity
- Helped users complete tasks with more confidence
Interface
