CRM Admin Portal

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Goodbye Salesforce. Hello custom CRM!

This enterprise-grade CRM admin portal supports 100+ internal admins, transforming workflows and sharpening data collection so that client services are smoother and more integrated.

Client

Communitech Corporation

Year

2025

Services

UX/UI Design

Product Design

Personalized dashboards give admins quick access to key tasks, programs and data.

from insight to impact

Low adoption of Salesforce

Admins were overwhelmed by cluttered interfaces, fragmented workflows, and buried data in Salesforce. Low adoption and poor data quality made it difficult to work efficiently and confidently.

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Usability testing for clarity

I conducted usability testing with half of the CRM’s actual users to surface real pain points and define clear design goals.

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Designing for success

Not just a data entry tool

Integrated workflows by combining critical tasks with data collection so that entering data is part of work - not an extra chore.

Custom dashboards

User-specific dashboards to help each admin see what matters most, act faster and stay organized.

3 tasks in 1

Rather than jumping between flows, admins can now update client data, record interactions, and initiate introductions within a single screen.

Assets builders & management tools

The new ecosystem includes features for building and managing programs, events, groups, intake, surveys and onboarding - all from one unified ecosystem.

Client information is presented in clean, block-style layouts that can be customized for each admin’s workflow.

Logging interactions updates client data instantly, with inline validation, user guidance and a touch of humanization.

Reviewing intake forms is simple and efficient, with every tool an admin needs at their fingertips.

Contact tables are easy to scan, with inline editing and quick-access icons for essential tasks.

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