CRM UI/UX design
Overview
CRM interfaces are used for hours every day by sellers and support agents. UX should optimize for speed of data entry, scanning lists, and context at a glance (recent activity, open tasks, account health) without overwhelming the user.
Key concepts
- List views & filters: Saved views, bulk actions, inline edits where safe.
- Record layouts: Related lists, timeline, and highlights above the fold.
- Keyboard shortcuts & quick create: Power-user efficiency.
- Mobile CRM: Lightweight actions: log calls, update next step, view map.
- Guided workflows: Playbooks and required fields for stage transitions.
Agent logging a call
Sample: activity log entry (plain text template)
Call: Acme Corp: 15 min
Attendees: Alex (buyer), me
Outcome: Interested in enterprise tier; needs security review
Next step: Send SOC2 + schedule technical deep dive (propose Thu 2pm)