CASE / Product design · CRM2024

Ventix.

A CRM bringing conversations and sales context into one experience.

OVERVIEW

01 / THE CHALLENGE

The challenge.

The sales team needed to organize leads and speak with prospects without switching between disconnected systems.

02 / MY ROLE

I conceived and managed the product creation process, including planning, user research, feature prioritization and design supervision.

03 / THE APPROACH

Bring lead information and interaction history into an accessible view.

Connect messaging with opportunity management.

Structure monitoring and management screens for daily sales work.

04 / THE EXPERIENCE IN DETAIL

The concept integrates CRM and conversations in one workflow, with views for leads, indicators, history and opportunities.

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