WebPail
Bringing an overall CRM solution for small
organisations, with a simplified set of native features
to enrich the user experience and productivity.
Summary
WebPail is set to provide a comprehensive set of tools for a rich “on-site” CRM experience, focusing on smaller teams that wants to keep sales, contacts, leads, and actions in the same platform, without the need for external tools or plug-ins. The challenge was to facilitate a clean, yet powerful information architecture, including all the announced features in a predictable user flow, with easy navigation, and scalability for our users.
Project
WebPail
Timeframe
8 weeks
Process
Customer insights and
interviews
Early Lo-fi Mockups
Hi-fi mockups
Prototyping
User testing
Hi- Fi designs
Handoff
Role
Design
Wireframing
User Research
Prototype
User testing
Hi-fi Design
Handoff
Solution
When creating a centralised solution for a complex CRM system our main focus was on simplifying the information architecture and interactions with the available tools in order to provide a clean experience and faster workflows for our users. WebPail being an integrated system for managing both, individual and group opportunities, we aimed to provide a platform structure where information is at reach and easy to take action.
Support tickets
A core functionality of the platform is the support tickets section. Where most of the information gathered and pushed to action is shown in a comprehensive way, allowing the users to have a sense of control and visualisation of the data. A major challenge was to include as much information as needed to fulfill the user’s needs while keeping the interface clean and easy to access. For this, we created a responsive layout that adapts to the available information and we introduced many further actions to collaborate and make immediate progress on the tickets.
