This was a UX job for IceMint (a CRM platform). Client needed to add a new functionality to automate emails system when a deal changed it status. It was a real challenge because this automation system was pretty hard to explain for those customers that are not familiar with a CRM software. I thought a simple and visual step by step process where customers could check the progress of their chain of emails.
Automation Status Screen. Customers could view how many emails were opened, clicked...
Automation Builder Screen. Customers could set how automation will work with just a few setup options
General Automation Screen. A quick view of how are doing automations and email results
Compose Email Template. A simple email composer with tips about best subjects, body keywords and tittles.
Deal Screen. The most important info about a deal in a single view. Every other screen it is just a click distance
First Web Home.
New Signup Screen. Customers used to abandon at 5 field of the form. I designed a new and cleaner form that informed leads about the progress. New signup form achieved to retain 87% of incoming leads.
