.svg)
CRM Admin Portal
VisitA custom admin portal built for managing intake forms, converting applicants into clients, and handling multi-step enrollments - all in one streamlined tool.
Client
Elevate IP | Communitech
Year
2024
Services
.png)
Personalized dashboards with prioritized action items so admins can focus on their most important tasks.
from insight to impact
Lack of design slowing down admins
Admins were slowed by unintuitive layouts, weak information hierarchy, and disjointed functionality, making key processes harder than they needed to be.
Solutions found with the users
Depth interviews uncovered administrators’ needs: simpler, clearer user flows; polished, cleaned-up layouts; and features that match their actual workflows.
Complete redesign for success
All-in-one workflow
Custom admin tools for faster workflows
Structured layouts & clear navigation
Improved information architecture and layout designs to make it easier for admins to find what they need and understand their next steps.
.png)
Organized tables of applied and enrolled companies, with filters and quick actions for efficient management.
Centralized startup information and tools to seamlessly move companies through the intake pipeline.
Send templated or custom emails directly from the portal without switching platforms.
Built-in tracking to manage complex admin workflows and monitor every stage with clarity.
