CRM for a loan company

The client uses his own CRM system, which is used daily by about 200 employees from different cities. Our goal was to update this CRM, make it more user-friendly and adapt to work on any device.

My role as a UI/UX designer and frontend developer was to develop a new interface based on the most popular use cases usages by different types of users.

Team

UI & UX Designer + Frontend Developer
Junior UI & UX Designer
Business Analyst
Lead Frontend Developer
3 Backend Developers

My Responsibilities

Requirements Gathering
Prototyping
UI & UX Design
Frontend Development

Phases	Getting Information and getting started	Data entry and validation	Saving the results
Goals	Get started quickly, easily log in to another department	Enter data correctly, get correct calculation results, read data correctly	Link calculation results to the existing customer, create a new customer with new calculation results
Actions	Navigate to login page, open authorization form	Fill out the calculation form, get calculation results, view customer information	Saves calculation results

Application Screens

Main statistics screen is available to the head of the department and allows quickly see the main indicators of turnover, profit and statistics of new customers, track the department activity.