Fitnuts
Fitness and wellness startup based in Tel Aviv, aiming to provide a unique digital experience by offering users a personalized and adaptive fitness and nutrition program.
CRM
Start-up
Role
Product designer
Date
Jun 2023
Preview
Disclosed
Designing a CRM platform
for internal use
Building a solution that gives an all-encompassing review of crucial measurements and actions, using current user information and stemming from persistent sales, whilst managing vast data obtained from different platforms. This solution generates a user-friendly platform that emphasizes relevant data and popular behaviour.
Research
Users
I worked closely with sales and support agents and managers in order to gather requirements, needs, pain points and dreams for their platform use. The requirements was divided to two:
Muse have
Critical views as leads, clients, tasks and adding Notes.
Nice to have
Yearly and monthly widgets on the main dashboard.
Similar Platforms
These competitors were the core of my research for the design flow, with a focus on their mobile apps. I examined their key features and identified gaps in usability, which helped guide my design decisions to create a more user-centric solution.
User flow
Moduls
Customers
Centralized database of customers, including contact information, purchase history, and preferences.
Leads
Management of potential leads, tracking their progress through the sales pipeline.
Tasks
Task management system to assign, track, and prioritize tasks related to sales, marketing, and customer service.
Reports
Customizable reporting tools to analyze sales performance, customer trends, and other relevant metrics.
Typography
Color Palette
Design
Dashboard
Leads
User details
Tasks
