CRM for Customer Management
Tracks every client and their products, from branch lead capture to admin metrics.
My Role
- UX/UI Designer
- Lead-Capture Flow Design
- QA Support
Tools
- Figma
- FigJam
- Notion
- Lottie Files
- Adobe Illustrator
- Jira
Date
2026
Context
Before, the financial institution had no CRM to track clients or the traceability of its products, making it difficult to have a unified view of client history and the sales process.
Challenge
Bringing every client's full follow-up history into one place: the 360 view.
My approach
The components of that view were refined with each iteration. The scope also covered the branch lead-capture flow (ID, phone, pre-registration), new design system components, and QA support.
Status
In development. First versions are about to ship.
