Case study 11 of 13 · system
NotDev CRM
A CRM for prospecting, lead and deal management, automation, reporting, integrations and AI settings per workspace.
01 · Context
Before designing the interface, we understand the environment.
Sales teams need to track relationships, opportunities and automation without losing each workspace’s context.
02 · Challenge
What needed to be solved
Turn prospecting, follow-up and automation into a traceable workflow, keeping data and settings separate for each workspace.
03 · Decisions
Project decisions
- 01
Organize leads, deals, reports and integrations in a continuous sales workflow.
- 02
Keep automation and AI settings isolated by workspace, following the product’s scope.
04 · Outcome
The outcome
The project documents a multiworkspace CRM for prospecting, follow-up and sales automation.
Interface highlights
The product in detail
Consistently framed images to compare hierarchy, components and flows.