CRM Design Services.

Turn CRM complexity into intuitive, customizable simplicity. We make managing vast information easy, ensuring user satisfaction and bringing true value to their experience.
CRM Design Services Cieden

Transform complexity into simplicity with our

CRM design services .

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.

Let's dive in .

Four pillars of well-designed CRM systems

Scalability and integration

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.

CRM Design Services Cieden

Intuitive navigation

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.

CRM Design Services Cieden

High user adoption rates and low learning curves

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.

CRM Design Services Cieden

High level of customization

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.

CRM Design Services Cieden
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CRM Design Services Cieden
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Our CRM design solutions

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.

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case studies.

Explore our expertise in diverse domains

Dive into our case studies – not just to see our work, but to understand how Cieden approaches challenges and partners with clients.
CRM Design Services Cieden

other

Open IQ: redesigning a leading call center software in the cloud.

Since the product was established long ago, the outdated design didn’t reflect the excellence of its software functionality, ever-changing user needs and required UI modernization and UX improvement to keep growing in the competitor market. Our team quickly onboarded, conducted an audit, and suggested UX improvements.

CRM Design Services Cieden

real estate

Real estate Wizard wireframes.

We had already been working with this client on another UX design project, and the CIO approached us, asking if we could assist with the product discovery for a new solution they intended to launch quickly. Soon our collaboration turned into a full user experience design for the product.

CRM Design Services Cieden

process management

Solutions for managing restaurants.

Managing a business is very complicated work - you must keep an eye on multiple directions simultaneously, have all processes properly set up, and have the proper tools on hand to assist you while monitoring and controlling all moving parts. We tried to create a SaaS solution for an early phase startup focused on small and medium restaurants, that would help to create and run a business in the Middle East region.

CRM Design Services Cieden

financial technology

Payroll management.

Payroll Management – a market pricing tool where payroll professionals can not only find all the data they need but also manage data in all the possible ways. Payroll Management aims to reduce the additional operational work for payroll managers by automating lots of work and performing mass action thus saving tons of time of manual work for experts.

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And we have done it for leading companies worldwide.

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CRM Design Services Cieden CRM Design Services Cieden
CRM Design Services Cieden CRM Design Services Cieden
CRM Design Services Cieden CRM Design Services Cieden
CRM Design Services Cieden CRM Design Services Cieden
CRM Design Services Cieden CRM Design Services Cieden
CRM Design Services Cieden CRM Design Services Cieden
CRM Design Services Cieden CRM Design Services Cieden
CRM Design Services Cieden CRM Design Services Cieden
CRM Design Services Cieden CRM Design Services Cieden
CRM Design Services Cieden CRM Design Services Cieden
CRM Design Services Cieden CRM Design Services Cieden
CRM Design Services Cieden CRM Design Services Cieden
CRM Design Services Cieden CRM Design Services Cieden
CRM Design Services Cieden CRM Design Services Cieden
CRM Design Services Cieden CRM Design Services Cieden
CRM Design Services Cieden CRM Design Services Cieden
CRM Design Services Cieden CRM Design Services Cieden
CRM Design Services Cieden CRM Design Services Cieden

CRM design services in 5 steps

Step 1

Research and discovery

We dive into product analytics, research competitors, and interview users to understand their motivations, pain points, and needs. Mapping user journeys and conducting stakeholder workshops help us align your business goals with user preferences.
CRM Design Services Cieden

Step 2

Product ideation

Armed with valuable insights, our team moves on to brainstorming innovative ideas and concepts for your CRM UX design. We work on information architecture and flow mapping.
CRM Design Services Cieden

Step 3

Prototyping and tests

We translate our ideas into interactive low-fidelity wireframes and clickable prototypes. We run usability tests with real users to improve their fidelity, while working on brand identity, animations, interactive elements, and more.
CRM Design Services Cieden

Step 4

UX/UI design

Backed by data from previous testing, we create a feasible and intuitive design aligned with CRM best practices and your brand identity. Additional usability tests are made to proactively address the evolving user needs.
CRM Design Services Cieden

Step 5

Launch and support

​​Finally, we prepare detailed documentation for developers and hand off the final design. Cieden provides ongoing support for any post-launch issues or possible updates.
CRM Design Services Cieden

Meeting challenges of established companies & early-stage startups

Revitalizing and growing established companies

Suffering from low productivity caused by inefficient workflows and data silos? Let’s refine your outdated CRM design, and address any usability, scalability, and compatibility issues head-on. We begin with an in-depth UX audit, followed by incremental redesigns, and AI tech integrations to enhance user satisfaction and retention.
CRM Design Services Cieden

​Launching and scaling startups

For early-stage startups, Cieden turns any CRM design concepts into feasible and profitable solutions. From market research and user validation, we jump into creating interactive prototypes, MVPs, POCs, or low-code solutions tailored to ensure a swift and efficient market launch with minimal risk.
CRM Design Services Cieden

8 reasons to choose CRM designers from Cieden

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.

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FAQ

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.