Data-heavy CRM systems can burden users with complex workflows and features, making them challenging to use and reducing their value.
An efficient CRM should make users' lives easier. Otherwise, users abandon it for simpler alternatives.
Our CRM design services are centered around intuitive interfaces and streamlined workflows. We help you create highly-efficient user experiences, ensuring that each feature delivers its true value without overwhelming users.
Our CRMs seamlessly combine functionality from marketing, customer support, and sales management software, allowing users to easily perform dozens of important business decisions daily.
But we don't stop there. Our designers are highly skilled at integrating advanced AI features, including predictive analytics, lead scoring, sales forecasting, email and content optimization, or fraud detection — leading to more informed decision-making and increased operational efficiency.
Well-designed CRM systems are built to scale alongside your business growth and seamlessly integrate with existing tools and systems. This ensures smooth data flow and collaboration across departments, leading to more efficient operations and future-proofing your CRM infrastructure.
Intuitive navigation helps users find the information they need without confusion or delays. To achieve this, designers organize information logically, using familiar navigation patterns, clear labels and breadcrumbs. They also run usability tests to refine navigation, ensuring users can onboard and navigate the system with ease.
Focused on intuitive design and minimized learning curves, CRM systems ensure that users can quickly grasp the system's functionality and incorporate it into their daily workflows. This leads to higher engagement, increased productivity, and ultimately, greater ROI for your CRM investment.
With intuitive dashboards, flexible data fields, custom reports, and API integration, users can easily adjust their CRM designs to fit their unique workflows. For more advanced customization, CRM systems may integratet AI features like predictive analytics, lead scoring, sales forecasting, customer segmentation — or anything else to your needs.
Data integration and management
We seamlessly integrate with existing databases, social media, email platforms, analytics systems, and other third-party systems. Our solutions provide real-time data syncing, clear structure, and robust security practices.
Accounts and contacts management
At Cieden, we create user-friendly CRM interfaces with intuitive organization and management. Features like advanced search, smart filtering, and custom tagging make it easier to manage CRM accounts and contacts.
Opportunity and lead management
Our solutions help you manage lead flows from capture to closure using tools like dynamic tracking, lead scoring, and visual sales pipelines. Integrated sales automation software keeps the team proactive, ensuring timely engagement with prospects.
Migration strategy and planning
We customize migration strategies to your business needs, ensuring the most seamless transition to your new CRM system. Our approach minimizes disruptions and safeguards data integrity, designed to meet your timeline and goals.
Information architecture design
We structure content to match user flows, creating clear and intuitive navigation paths that minimize learning time and task completion. Our organized layout within a CRM enhances readability and reduces cognitive load.
Visual and interaction design
We dive into product analytics and customer research to create the most intuitive user experiences. Our design decisions are rooted in understanding real user interactions, needs, motivations, preferences, and pain points.
Data visualization
We create various types of chart and graph design, providing a holistic view of customer interactions, sales performance, and other key metrics. Such tools visualize data more effectively and make it easier to identify and resolve issues with real-time insights.
Accessibility compliance
Our design solutions comply with WCAG (Web Content Accessibility Guidelines) guidelines, ensuring users with disabilities can access and use our CRM systems with ease — just as everyone else.
CEO of Whim Technologies
Cieden is an integral partner, their value extends beyond software design and business analysis. The team has a distinct understanding of the company's operations and business goals. This allows them to improve workflows through automation, advise on business direction, and support product iteration.
Marketing Manager at Propell
The client was beyond satisfied with the delivered designs, which they immediately implemented. Cieden established a smooth workflow and provided quality and budget-friendly services in a timely manner. Overall, it was a seamless and successful engagement.
Founder & CEO of Hygrid Health
A dedicated partner, Cieden, is extremely knowledgeable about design - everyone is talented and understands the area of UX. They proactively researched competitors' products to develop industry-relevant designs that stand out. They went above and beyond to ensure the project's success.
VP Engineering at BeBop Technology
Cieden’s detailed, clearly articulated design facilitated seamless, efficient, and engaged product development. The team actively participates in the creative process and welcomes feedback. Their extensive breadth and depth of talent allow them to provide customer service that exceeds expectations.
COO & Head of Group of Immobe
They supported UI/UX development and helped us think through user flows. Our system is multilevel, so the team had to figure out how to break down the project. They helped us kick off the new build by creating clear documentation and wireframes.
Project Manager at Rank Friendly
Internal and external feedback has been overwhelmingly positive. Despite the different time zones, Cieden kept the project moving through constant communication, providing critical status updates throughout the engagement. The team’s quality deliverables set them up for potential future engagement.
Founder of Verve Commerce
Since my company began working with the Cieden team, we saw our audience grow four times in size. Thanks to the team's UX design the app has grown on a regular basis. We are very satisfied with the work that the team provided during this project.
CPO of Lykon
Cieden's efforts have been met with positive acclaim. The project's metrics have been positive since the engagement, proving the team's reliability. They use their own network to collect feedback and provide insightful advice. Cieden is skilled and easy to work with.
CBDO of Alphaiota
I was pleased with Cieden's designs, describing them as amazing and clickable. The team gelled seamlessly with the internal team, allowing for a seamless workflow. They also leveraged their knowledge and expertise to deliver quality work in a timely and high-quality manner.
CTO at RivaEngine.com
Cieden has met the outcomes from each of the project's milestones. They bring an outstanding balance of skill sets, from project management and ideation feedback to requirements definition and deep knowledge of user expectations. The team is open to feedback and leads an effective workflow using the Agile methodology with weekly meetings and demo sessions. Their balance of skill sets and deep knowledge of user expectations stand out.
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Guided by facts and numbers
We're all about numbers and facts, using data-driven insights to identify and resolve usability issues, validate hypotheses, and enhance the performance of CRM system design. Not a gut feeling.
Eyes on the prize
Our CRM designers always keep their eyes on the bigger picture, ensuring that design-related efforts are perfectly aligned with your business objectives.
Impacting, not just doing
We don't just execute tasks but actively influence the UX/UI design, driving changes and innovations to keep your CRM in the leading market positions.
No need for micromanagement
Our UX/UI designers take a proactive and self-directed approach, ensuring an independent and seamless workflow that aligns with your project goals and timelines.
Enterprise-level experience
We have experience collaborating with industry giants like Apollo, MedEntry, and Blizzard, handling complex enterprise designs tailored to their specific needs and scale.
AI design expertise
Cieden specializes in AI design, strategically implementing AI when it adds significant value to the product and helps users to automate tasks, speed up processes, personalize user experiences, and improve decision-making.
User-centered approach
At Cieden, CRM designs are designed by people for people. Our goal is to enhance usability, intuitiveness, and clarity, allowing users to track their leads, analyze sales data, and communicate with customers faster.
Huge expertise in diverse domains
With over 8 years of experience and expertise in enterprise-level CRM design, we have successfully delivered projects across various industries including healthcare, BPM & ERP, real estate, FinTech, and more.
What is UX/UI CRM design?
UX/UI design for CRMs is focused on building intuitive and user-friendly interfaces for Customer Relationship Management systems. It involves designing layouts, navigation structures, and visual elements to enhance user experience and streamline interactions within the CRM software.
At Cieden, we specialize in crafting CRM UI design that prioritizes usability, efficiency, and visual appeal.
Why is investing in CRM design important?
When you hire a professional design team, you invest in business optimization and improved productivity. A well-designed CRM system boosts employee efficiency, facilitates decision-making driven by data, and offers greater ROI for your CRM investment.
Cieden designers transform your CRM software into a powerful user-centric tool aligned with your business goals and overall business workflows. Explore our work through the experience of our real user cases.
How does Cieden make CRM systems highly customizable?
Our CRM designers offer a range of design features and integration options. Through intuitive dashboards, flexible data fields, and custom reports, users can tailor their CRM designs to fit their unique workflows.
Additionally, we provide AI design innovations for more advanced predictive analytics, lead scoring, sales forecasting, customer segmentation, and more.
What is the estimated timeline and cost for designing a CRM system?
The estimated timeline depends on various factors, including project complexity and scope, but typically ranges from three months onwards. Designing a CRM covers in-depth business analysis, UX/UI design, prototyping, and testing.
Similarly, the final cost varies based on specific project requirements, scope and the number of required services.
You are welcome to schedule a consultation with our team to discuss your project in detail and receive approximate estimates based on your individual needs.
How do you plan to handle data security and privacy in the CRM design?
We adhere to data security and privacy by following regulations like GDPR and HIPAA.
We use encryption for data in transit and at rest, implement strong user authentication, and conduct regular security audits. Our approach includes privacy by design principles, data anonymization, and user training to ensure compliance and trust.
This strategy, along with a prepared incident response plan, ensures that our software follows the best practices in CRM security and privacy standards, keeping sensitive information safe while delivering a user-friendly experience.
