Mindrisers CRM
An internal CRM designed so customers don't fall through the cracks, with calls and follow-ups tracked properly.
Full walkthrough available on request.
Overview
Mindrisers needed an internal tool for managing customers from first contact onward. I designed the CRM to give the team one clear place to track every customer.
My role
UI/UX Designer
Problem
Customers were getting lost in the process, and calls and follow-ups weren't tracked properly. Without a reliable record of who was contacted, when, and what should happen next, opportunities were missed.
Users
- Internal team members handling customer calls and follow-ups
Process
- Identified where in the customer process people were dropping out.
- Mapped the workflow from first contact through calls and follow-ups.
- Designed screens for customer tracking, follow-up scheduling and customer management.
- Built the UI in Figma with consistent, reusable components.
Key design decisions
Follow-ups as a first-class feature
Calls and follow-ups are tracked directly, so nothing depends on someone remembering.
Designed for internal speed
Because it's an internal tool, the design prioritizes fast, clear daily use over decoration.
Outcome
A complete CRM design in Figma that directly addresses lost customers and untracked follow-ups.