2024
CXOne Go
Figma Link
Background
Helping SMEs manage customer relationships with ease.
CX One Go is an AI-powered CRM platform built for small and medium enterprises. It helps teams streamline sales workflows, automate daily tasks, and stay connected with leads—without the complexity of traditional CRM systems.
Core problem
Small business owners often find CRMs either too complex or too limited. Many existing platforms lack intuitive design, leading to poor adoption and inconsistent usage across teams. CX One Go needed to deliver a solution that was powerful yet easy to use—even for non-technical users.
Design Process
1. Research
Conducted user interviews with small business owners and sales reps
Identified common bottlenecks in lead tracking, task assignment, and reporting
Benchmarked top CRMs like HubSpot, Zoho, and Freshsales
2. Information Architecture
Mapped the core user journey: from lead capture → conversion → follow-up
Created a modular layout system to ensure easy scaling
3. Wireframing
Built low-fidelity wireframes to validate early layout decisions
Iterated quickly based on feedback from internal stakeholders
4. Visual Design
Crafted a clean, minimal interface optimized for clarity and speed
Used Figma components and auto-layouts for scalability
Developed light and dark UI options to improve accessibility
5. Prototyping & Handoff
Linked interactions and states via Figma prototypes
Documented user flows and edge cases for engineers
Worked in agile sprints, regularly aligning with devs for refinement
Results and Impact
Increased user onboarding completion by 40%
Cut down task creation time by ~25% through improved layout and flow
Received positive feedback from early adopters for its simplicity and speed
Built a flexible design system now reused across future CX One Go features