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)