CRM Interface Design| CRM UX Design London

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Our designs achieve key client goals such as reducing time to resolution on customer service calls, increasing customer satisfaction and improving system adoption. We provide value by leveraging our years of experience working with similar businesses with similar challenges and goals. We deliver key actionable insights to transform your CRM interface into a system that staff and customers want to use.</p> <h2>The CRM UX design process</h2> <p>The <a href="https://ux-design.agency/ui-design/">UX design process</a> typically starts with a review of the current system to identify key blockers and create a strategy to overcome these within the new CRM UX design. The new user flows are mapped out in interactive wireframes to review the proposed new structure and touch points. After a number of rounds of feedback, the wireframe fidelity will be increased before handing over to the development team to implement.</p> <h2>CRM UI design</h2> <p>We understand that your team needs a CRM UI design that they can apply to new sections of your product as the business grows. We take your brand and create a design system that can be consistently applied throughout your CRM to create a refined look and feel. This delivers value far beyond the original project and enables your team to meet your objectives.</p> <p> </p> <p> </p> <p> </p> <p> </p> <p> </p> <p> </p> </div> </div> </div>  <noscript><iframe src="https://www.googletagmanager.com/ns.html?id=GTM-MH2XVS9" height="0" width="0" style="display:none;visibility:hidden"></iframe></noscript>   <div class="container-fluid" id="wrapper"> <main id="content"> <div id="page-9589" class="post-9589 page type-page status-publish hentry crm-interface-design singular-post">  <div class="component layout negative-margin pnp-bg bg-colour-dark-grey" style=" "> <div class=" container-fluid "> <div class="row no-gutter full-width-layout "> <div class="col-md-12"> <section class="component component-banner pnp-bg -large full-height text-light" style="" data-scrollax-parent="true"> <div id="banner-overlay" class="overlay -absolute bg-colour-dark-grey"></div> <div class="inner " data-scrollax="properties: { 'opacity': 2.5}"> <div> <h2 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data-pnp-animate='fadeInSlow'/> </div> </div> <div class="content-container"> <div class="heading heading3" data-pnp-animate="fadeInBottom" data-pnp-animation-delay=".2s"> <p>Utility Warehouse</p> </div> <div class="content" data-pnp-animate="fadeInBottom" data-pnp-animation-delay=".4s"> <p>UI Design to improve staff onboarding time </p> </div> <div class="tag-list" data-pnp-animate="fadeInBottom" data-pnp-animation-delay=".6s"> <div class="tag">UI & UX Design</div> <div class="tag">Utilities</div> <div class="tag">Web App</div> <div class="tag">CRM</div> </div> </div> </a> </div> </div>  <div class="component row no-gutter component-call-to-action -bottom" style="" data-pnp-animate="slideUpSlow" > <div class="col-xs-12"> <a href="https://ux-design.agency/ui-design/smartr365/" class="inner" data-scrollax-parent="true"> <div class="image-container"> <div data-scrollax="properties: { 'translateY': '9%' }"> <img class="image" src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%201000%201141'%3E%3C/svg%3E" data-src="https://ux-design.agency/wp-content/uploads/2019/06/Smartr-Menu.jpg" alt="UX design and front end development for Smartr365" height="1141" width="1000" data-pnp-animate='fadeInSlow'/> </div> </div> <div class="content-container"> <div class="heading heading3" data-pnp-animate="fadeInBottom" data-pnp-animation-delay=".2s"> <p>Legal & General – Smartr365</p> </div> <div class="content" data-pnp-animate="fadeInBottom" data-pnp-animation-delay=".4s"> <p>UI & UX Design and Development to secure investment </p> </div> <div class="tag-list" data-pnp-animate="fadeInBottom" data-pnp-animation-delay=".6s"> <div class="tag">UI & UX Design</div> <div class="tag">Angular Development</div> <div class="tag">Fintech</div> <div class="tag">Web App</div> <div class="tag">CRM</div> </div> </div> </a> </div> </div> </div> <div class="col-xs-12 col-right-side col-sm-6">  <div class="component row no-gutter component-call-to-action -bottom" style="" data-pnp-animate="slideUpSlow" > <div class="col-xs-12"> <a href="https://ux-design.agency/ui-design/eightcap/" class="inner" data-scrollax-parent="true"> <div class="image-container"> <div data-scrollax="properties: { 'translateY': '12%' }"> <img class="image" src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%201200%201365'%3E%3C/svg%3E" data-src="https://ux-design.agency/wp-content/uploads/2021/11/EightCap-Homepage.jpeg" alt="" height="1365" width="1200" data-pnp-animate='fadeInSlow'/> </div> </div> <div class="content-container"> <div class="heading heading3" data-pnp-animate="fadeInBottom" data-pnp-animation-delay=".2s"> <p>Eightcap</p> </div> <div class="content" data-pnp-animate="fadeInBottom" data-pnp-animation-delay=".4s"> <p>UX and UI design to increase sign ups to Fintech trading platform</p> </div> <div class="tag-list" data-pnp-animate="fadeInBottom" data-pnp-animation-delay=".6s"> <div class="tag">UI & UX Design</div> <div class="tag">Fintech</div> <div class="tag">Web App</div> <div class="tag">CRM</div> </div> </div> </a> </div> </div>  <div class="component row no-gutter component-call-to-action -bottom" style="" data-pnp-animate="slideUpSlow" > <div class="col-xs-12"> <a href="https://ux-design.agency/ui-design/myoptique/" class="inner" data-scrollax-parent="true"> <div class="image-container"> <div data-scrollax="properties: { 'translateY': '11%' }"> <img class="image" src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%201706%201924'%3E%3C/svg%3E" data-src="https://ux-design.agency/wp-content/uploads/2019/05/Mask-Group-823@2x.jpg" alt="working on a customers order dashboard" height="1924" width="1706" data-pnp-animate='fadeInSlow'/> </div> </div> <div class="content-container"> <div class="heading heading3" data-pnp-animate="fadeInBottom" data-pnp-animation-delay=".2s"> <p>MyOptique Group</p> </div> <div class="content" data-pnp-animate="fadeInBottom" data-pnp-animation-delay=".4s"> <p>CRM evolution to improve call centre waiting times</p> </div> <div class="tag-list" data-pnp-animate="fadeInBottom" data-pnp-animation-delay=".6s"> <div class="tag">UI & UX Design</div> <div class="tag">React Development</div> <div class="tag">Retail</div> <div class="tag">Web App</div> <div class="tag">CRM</div> </div> </div> </a> </div> </div> </div> </div> </div> </div>  <div class="component layout negative-margin pnp-bg " data-pnp-equate-height=".equalise" data-resize-mobile="false" style=" "> <div class=" container -large "> <div class="row fifty-fifty-layout" data-pnp-equate-height=".equalise"> <div class="col-xs-12 col-left-side col-sm-6 equalise">  <section class="component component-image -collage -image_collage1 " style=""> <div class="image-container"> <img class="image scroll-reveal-collage image_0" src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20391%20355'%3E%3C/svg%3E" data-src="https://ux-design.agency/wp-content/uploads/2019/04/ox-tower.jpg" alt="" height="355" width="391" /> <img class="image scroll-reveal-collage image_1" src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%201140%201554'%3E%3C/svg%3E" data-src="https://ux-design.agency/wp-content/uploads/2019/10/PlugPlay-00010@2x.jpg" alt="Qa Test analyst discussing website progress with a developer" height="1554" width="1140" /> </div> </section> </div> <div class="col-xs-12 col-right-side col-sm-6 equalise"> <section class="component component-text " style=""> <div class="inner"> <div class="content" data-pnp-animate-inner="fadeInAuto" data-pnp-animation-delay=".4s"> <h2 class="heading2">Transforming internal and customer facing CRMs</h2> <p>We often find that businesses struggle with CRM adoption because systems are slow, difficult to use and overly burdensome. Before you know it, teams create work arounds outside of the system and the problems become permanent.</p> <p>Whether your system has been built internally or has been delivered on software such as Salesforce or Microsoft Dynamics, we can work with your product, development and customer service teams to increase adoption and customer satisfaction levels.</p> </div> </div> </section> </div> </div> </div> </div>  <div class="component layout negative-margin pnp-bg bg-colour-dark-grey" style=" "> <div class=" container-fluid "> <div class="row no-gutter full-width-layout "> <div class="col-md-12"> <section class="component component-text -testimonial2 bg-colour-dark-grey text-light" style=""> <div class="inner"> <div class="image-container"> <div class="author-image" data-pnp-animate="fadeIn"> <img class="image" src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20364%20364'%3E%3C/svg%3E" data-src="https://ux-design.agency/wp-content/uploads/2019/05/Mask-Group-792.png" alt="Conor Murphy" height="364" width="364" /> </div> </div> <blockquote class="quote-container"> <div class="heading2 content" data-pnp-animate="fadeIn"> <p>“Plug & Play really got to grips with our complex financial products, processes and users – highly recommended”</p> </div> <div class="author content"> <div class="author-image" data-pnp-animate="fadeIn"> <img class="image" src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20364%20364'%3E%3C/svg%3E" data-src="https://ux-design.agency/wp-content/uploads/2019/05/Mask-Group-792.png" alt="Conor Murphy" height="364" width="364" /> </div> <div class="author-name" data-pnp-animate="fadeIn"> <p>Conor Murphy, CEO</p> </div> </div> </blockquote> </div> </section> </div> </div> </div> </div>  <div class="component layout negative-margin pnp-bg " style=" "> <div class=" container -narrow "> <div class="row no-gutter full-width-layout "> <div class="col-md-12"> <section class="component component-text " style=" padding-top: 20%;"> <div class="inner"> <div class="content" data-pnp-animate-inner="fadeInAuto" data-pnp-animation-delay=".4s"> <h2 class="heading9">We make CRM systems more efficient</h2> <p>Our CRM design clients are split into two groups – SaaS products and Internal products. Whether your CRM is a SaaS product or an internal tool, we’ll improve the user experience and boost efficiency – making it easier to use and easier to sell.</p> <p>The best adopted products are intuitive and easy to use. Therefore, the <a href="https://ux-design.agency/ui-design/">user interface design</a> is critical to your position in the market and the efficiency of your team.</p> </div> </div> </section> </div> </div> </div> </div>  <div class="component layout negative-margin pnp-bg " style=" "> <div class=" container -large "> <div class="row no-gutter full-width-layout "> <div class="col-md-12"> <section class="component component-image -collage -image_collage3 " style=""> <div class="image-container"> <img class="image scroll-reveal-collage image_0" src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20534%20725'%3E%3C/svg%3E" data-src="https://ux-design.agency/wp-content/uploads/2019/11/PlugandPlay20191311@-Slim.jpg" alt="Cactus in a pot" height="725" width="534" /> <img class="image scroll-reveal-collage image_1" src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20800%201106'%3E%3C/svg%3E" data-src="https://ux-design.agency/wp-content/uploads/2019/11/Peter-and-Gabs-table-portrait-pnp2.jpg" alt="digital product innovation meeting" height="1106" width="800" /> <img class="image scroll-reveal-collage image_2" src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%201026%201498'%3E%3C/svg%3E" data-src="https://ux-design.agency/wp-content/uploads/2019/10/PlugPlay-00002@2x.jpg" alt="Writing code while developing a website" height="1498" width="1026" /> </div> </section> </div> </div> </div> </div>  <div class="component layout negative-margin pnp-bg " style=" "> <div class=" container -narrow "> <div class="row no-gutter full-width-layout "> <div class="col-md-12"> <section class="component component-text text-dark" style=" padding-top: 10%;padding-bottom: 20%;"> <div class="inner"> <div class="content" data-pnp-animate-inner="fadeInAuto" data-pnp-animation-delay=".4s"> <h2 class="heading9">CRM design</h2> <p><span style="font-weight: 400;">Our experienced CRM interface designers work closely with stakeholders and end users to evaluate interface performance and consolidate the needs of your users with your business goals. They will lead the workshopping process, highlighting key blockers and opportunities within the user flow and recommending changes that will transform usability and performance.</span></p> <h2 class="heading9">Capabilities</h2> <ul> <li>Workshops</li> <li>User journey mapping</li> <li>User assessments</li> <li>Analysis / statistical assessment</li> </ul> </div> </div> </section> </div> </div> </div> </div>  <div class="component layout negative-margin pnp-bg " style=" "> <div class=" container-fluid "> <div class="row no-gutter full-width-layout "> <div class="col-md-12"> <section class="component component-image -display-type-parallax " style="" data-scrollax-parent="true" > <div class="image pnp-bg full-height parallax" data-scrollax="properties: { 'translateY': '200px' }" data-src="https://ux-design.agency/wp-content/uploads/2019/05/PlugandPlay20191246@2x.jpg"> </div> </section> </div> </div> </div> </div>  <div class="component layout negative-margin pnp-bg bg-colour-dark-grey" style=" "> <div class=" container -narrow "> <div class="row no-gutter full-width-layout "> <div class="col-md-12"> <section class="component component-text bg-colour-dark-grey text-light" style=" padding-top: 15%;padding-bottom: 15%;"> <div class="inner"> <div class="content" data-pnp-animate-inner="fadeInAuto" data-pnp-animation-delay=".4s"> <h2 class="heading9">Creating the CRM user experience</h2> <p>Our <a href="https://ux-design.agency/ui-design/">UX design team</a> create low-fidelity interactive wireframes to bring the new user journeys to life. After a number of iterations to hone the user flow and important touch points, we increase the fidelity of the designs. We do this by incorporating brand, animation and interactive elements to engage users and provide an impactful experience.</p> <h2 class="heading9">Capabilities</h2> <ul> <li>Wireframe design</li> <li>Clickable prototypes</li> <li>High-fidelity design</li> <li>Interaction design</li> </ul> </div> </div> </section> </div> </div> </div> </div>  <div class="component layout negative-margin pnp-bg bg-colour-dark-grey" style=" "> <div class=" container -large "> <div class="row no-gutter full-width-layout "> <div class="col-md-12"> <div class="bg-grey negative-margin"> <section class="component component-slider -images -dots-bottom -dots-dark" style="" > <div class="slider-container main-carousel -flickity" data-resize-mobile="true"> <div class="slide carousel-cell"> <img class="image" src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%201018%201464'%3E%3C/svg%3E" data-src="https://ux-design.agency/wp-content/uploads/2019/10/PlugandPlay2019-London2378@2x.jpg" alt="London Office break room table football" height="1464" width="1018" /> </div> <div class="slide carousel-cell"> <img class="image" src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%201920%201041'%3E%3C/svg%3E" data-src="https://ux-design.agency/wp-content/uploads/2019/03/emma_krystyna.jpg" alt="" height="1041" width="1920" /> </div> <div class="slide carousel-cell"> <img class="image" src="https://ux-design.agency/wp-content/uploads/2019/05/Mask-Group-693@2x.jpg" alt="web developers in the guildford office"> </div>  <div class="slide carousel-cell -fake"></div> </div> </section> </div> </div> </div> </div> </div>  <div class="component layout negative-margin pnp-bg " style=" "> <div class=" container -narrow "> <div class="row no-gutter full-width-layout "> <div class="col-md-12"> <section class="component component-text " style=" padding-top: 15%;padding-bottom: 15%;"> <div class="inner"> <div class="content" data-pnp-animate-inner="fadeInAuto" data-pnp-animation-delay=".4s"> <h2 class="heading9">CRM design and development</h2> <p>We coordinate with internal development teams to ensure that the final user experience is faithfully delivered in line with the designs.</p> <p>Many of our clients have front-end development resource in-house, however we offer technical leadership and <a href="https://ux-design.agency/front-end-developers-london/">front-end development</a> to clients needing to accelerate their time to market or without front-end resource.</p> <h2 class="heading9">Capabilities</h2> <ul> <li>Developer briefing</li> <li>Technical leadership</li> <li><a href="https://ux-design.agency/front-end-developers-london/">Front-end development</a></li> <li>Quality assurance</li> </ul> </div> </div> </section> </div> </div> </div> </div>  <div class="component layout negative-margin pnp-bg bg-colour-base-grey" style=" "> <div 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src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%201694%201730'%3E%3C/svg%3E" data-src="https://ux-design.agency/wp-content/uploads/2019/05/Group-7210@2x.jpg" alt="Smartr365 user interface" height="1730" width="1694" data-pnp-animate='fadeInSlow'/> </div> </div> <div class="content-container"> <div class="heading heading3" data-pnp-animate="fadeInBottom" data-pnp-animation-delay=".2s"> <p>Legal & General – Smartr365</p> </div> <div class="content" data-pnp-animate="fadeInBottom" data-pnp-animation-delay=".4s"> <p>UX / UI design and Angular front-end for a fintech platform.</p> </div> </div> </a> </div> </div> </div> <div class="col-xs-12 col-right-side col-sm-6">  <div class="component row no-gutter component-call-to-action -bottom" style="" data-pnp-animate="slideUpSlow" > <div class="col-xs-12"> <a href="https://ux-design.agency/ui-design/utility-warehouse/" class="inner" data-scrollax-parent="true"> <div class="image-container"> <div 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