CRM

SaaS CRM Dashboard for TeamLink

A complete redesign of TeamLink’s CRM dashboard to improve data visibility, search efficiency, and collaboration features for sales teams.

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Client

TeamLink Technologies

Duration

6 months

Date

Dec 6, 2023

Daily active usage increased by 29%

We rebuilt the information architecture from scratch to support faster decision-making for sales teams handling high data volumes.

Product Designer

Lucas Martin

The project demonstrated the importance of clarity in complex data environments. We streamlined workflows, integrated quick actions, and improved cross-team communication features. The redesign helped TeamLink position its CRM tool as a lean, efficient alternative to legacy solutions.

Creative сhallenges

The main challenge was presenting large amounts of data in a digestible format. We introduced customizable dashboards, smart filters, and quick insights powered by user behavior analytics.

We also had to rethink the mobile experience, ensuring sales reps could access vital information in seconds while on the go.

User experience focus

We focused on creating scalable UI patterns and reducing interaction friction. The new navigation system cut the number of clicks required for core actions by nearly half.

User testing revealed that inline editing and bulk actions dramatically boosted productivity, so we prioritized these features early in development.

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Marketing

SaaS CRM Dashboard for TeamLink

A complete redesign of TeamLink’s CRM dashboard to improve data visibility, search efficiency, and collaboration features for sales teams.

Daily active usage increased by 29%

Marketing

SaaS CRM Dashboard for TeamLink

A complete redesign of TeamLink’s CRM dashboard to improve data visibility, search efficiency, and collaboration features for sales teams.

Daily active usage increased by 29%

Marketing

SaaS CRM Dashboard for TeamLink

A complete redesign of TeamLink’s CRM dashboard to improve data visibility, search efficiency, and collaboration features for sales teams.

CRM

SaaS CRM Dashboard for TeamLink

A complete redesign of TeamLink’s CRM dashboard to improve data visibility, search efficiency, and collaboration features for sales teams.

TeamLink Technologies

6 months

Dec 6, 2023

We rebuilt the information architecture from scratch to support faster decision-making for sales teams handling high data volumes.

Lucas Martin

The project demonstrated the importance of clarity in complex data environments. We streamlined workflows, integrated quick actions, and improved cross-team communication features. The redesign helped TeamLink position its CRM tool as a lean, efficient alternative to legacy solutions.

Creative сhallenges

The main challenge was presenting large amounts of data in a digestible format. We introduced customizable dashboards, smart filters, and quick insights powered by user behavior analytics.

We also had to rethink the mobile experience, ensuring sales reps could access vital information in seconds while on the go.

User experience focus

We focused on creating scalable UI patterns and reducing interaction friction. The new navigation system cut the number of clicks required for core actions by nearly half.

User testing revealed that inline editing and bulk actions dramatically boosted productivity, so we prioritized these features early in development.

Latest projects

Goverment

Citizen Service Portal for CityConnect

Goverment

Citizen Service Portal for CityConnect

Goverment

Citizen Service Portal for CityConnect

Marketing

SaaS CRM Dashboard for TeamLink

Marketing

SaaS CRM Dashboard for TeamLink

Marketing

SaaS CRM Dashboard for TeamLink

Let’s bring your vision to life

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DESIGN EGG

DESIGN EGG

Let’s bring your vision to life

Get in touch

DESIGN EGG

DESIGN EGG

Let’s bring your vision to life

Get in touch

DESIGN EGG

DESIGN EGG