A smarter CRM
built around people.
We redesigned a customer relationship management platform for a New York-based business, transforming a complex workflow into a cleaner, faster and more intuitive web and mobile experience.
Good morning, Jordan
Turning a complex CRM into a clearer experience.
Our client approached us with an established CRM product that had grown organically over time. Although the platform supported important sales and customer workflows, the experience had become increasingly difficult to navigate.
Orbilect Labs redesigned the product experience across web and mobile, focusing on information architecture, usability, visual hierarchy and workflow efficiency.
More features shouldn't mean
more friction.
The product contained the functionality users needed, but navigating that functionality required too many steps.
We consolidated related actions and information so users could reach important workflows with fewer decisions.
Fragmented navigation
Important customer information was distributed across multiple areas of the product.
Information overload
Dense interfaces made it harder for users to identify what required attention.
Mobile limitations
The mobile experience needed to support fast actions without replicating the complexity of desktop.
From first workshop
to product-ready designs.
We structured the redesign around focused discovery, UX architecture, interface design and iterative validation.
Discovery & Audit
Existing workflows, user journeys and interface patterns were reviewed to identify the biggest friction points.
UX Architecture
Navigation, information architecture and key task flows were restructured.
UI Design
The new visual system and high-fidelity web and mobile interfaces were designed.
Prototype & Handoff
Interactive prototypes, design specifications and developer-ready assets were prepared.
Designed for a
modern product stack.
The redesign was created with scalability and implementation in mind, keeping the interface compatible with a modern web and mobile product architecture.
Next.js
Structured for fast, scalable web experiences with reusable product components.
React
Component-based interface architecture supporting consistent CRM workflows.
Android
Mobile-first interaction patterns designed for fast sales and customer-management actions.
Figma
High-fidelity product screens, components, prototypes and developer handoff.
A complete product
experience, not just screens.
Every deliverable was designed as part of one connected product ecosystem across desktop and mobile.
CRM Dashboard
Hover or select a deliverable to explore how the redesigned product system connects individual workflows.
Eight screens.
One connected experience.
A selection of product concepts showing how the redesigned CRM brings customer data, sales activity and analytics together.
CRM Command Center
Designed around clarity, quick actions and meaningful information hierarchy.
CRM Command Center
We sign NDAs and respect our clients' privacy and intellectual property. The screens shown here are conceptual representations based on the product direction. We share an idea of the work, not actual client data, based on mutual agreement.
Less noise.
More direction.
The redesigned experience uses stronger hierarchy, contextual actions and modular components to make complex CRM workflows feel easier to understand.
Important metrics and actions are surfaced where users naturally expect them.
Reusable UI patterns create consistency across web and mobile experiences.
Common CRM actions were reduced to shorter, clearer interaction paths.
Proposal sentMaya Ross updated the opportunity.
Meeting completedCustomer success call completed.
We sign NDA agreements and respect client privacy, confidential information and intellectual property. For this case study, the visual direction is intentionally illustrative rather than presenting real customer records, private business information or proprietary data.
A cleaner product
with stronger foundations.
The redesign established a more scalable experience for the client's evolving CRM product while making everyday workflows easier to navigate.
Core customer, sales and activity workflows were reorganized around how users actually move through the product.
Desktop and mobile experiences now share a consistent product language.
Components were structured to make future product expansion faster and more consistent.
Dashboards and analytics were redesigned to help users understand performance without digging through dense screens.
The redesign gave our product a much clearer direction. The team understood the complexity of our workflows and translated them into an experience that feels significantly easier to use.
Your product can be
easier to use.
Have a CRM, SaaS platform or complex digital product that needs a better experience? Let's redesign it around the people who use it.
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