CRM Platform

Radish needed a customer relationship management (CRM) interface to keep up with their growing customer interactions, track sales leads, and balance overall information.

There simply was not a place of centralized information. In order to maintain consistent information delivery format and efficient communication with customers, a CRM interface was needed. The goal of this project was to gather all of the information that would otherwise be kept in our head, on sticky notes, between chat messages, and put all of it on a platform where the sales representatives and admins can exchange information easily.

1. Research and Analysis: My co-worker and I conducted research and consulted with the CEO to narrow down the company's specific CRM requirements. We browsed a lot of current models of successful CRMs, and found inspiration from their most effective, but generalized designs. For the ideas regarding the company's specific needs, I...
2, Wireframing: Iterated several wireframes based on the requirements and gathered insights. I utilized Figma to visualize the user interface, navigation structure, and functionality of the proposed CRM system, then collaborated with team members and stakeholders to collect feedback and make iterative improvements to the design.
3. Development: Using Angular and MongoDB, I worked closely with the development team to implement the CRM system. We followed an agile development methodology, breaking down the project into sprints and regularly reviewing and adjusting our progress.
4. Testing: Throughout the development process, we gathered feedback and conducted unit testing and integration testing. We iterated on the design and functionality based on the feedback received, making necessary adjustments and improvements.

The CRM system the team designed and developed provided the company with a centralized platform to manage customer interactions, track sales leads, and streamline communication. It included features such as contact management, lead tracking, task management, and reporting. The system was user-friendly, intuitive, and customizable to fit the company's specific workflows and requirements.

After gathering all of the scattered information and centralizing it with the CRM, client information distribution time was decreased by 38%. Previously manual functions were now automatic, reducing the deployment workload by 70%.