Case Study - Nexus - CRM

Internal CRM for a funding company to manage their clients and deals.

Client
L3 Funding
Year
Service
Product Design

Overview

Nexus is a bespoke Customer Relationship Management (CRM) web application, skillfully designed for a funding company to streamline and enhance the management of their clients, deals, and essential documentation. In our role as designers, we focused on creating a platform that was not only functional but also intuitive and efficient for the company's unique needs.

Our design approach for Nexus was centered around clarity and ease of use. We crafted a user interface that allowed for quick navigation and management of client information, deals, and documents. This was achieved through a clean, organized layout, with strategically placed menus and tools that minimized clutter and maximized usability.

In essence, as designers, our contribution to Nexus was in delivering a highly functional, user-friendly CRM web application. We tailored it specifically to the company's requirements for managing clients, deals, and documents efficiently, coupled with robust contract generation and digital signing capabilities. This design not only streamlined the company's operations but also significantly enhanced their client engagement and deal management processes.

What we did

  • Research
  • Wireframes
  • UX Design
  • UI Design
  • Design System
  • Frontend Development

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