OnCourse CRM • A-R.XYZ

OnCourse CRM


About project

OnCourse is made to change how organizations use their sales automation CRMs and save loads of time. It provides better tools that has the power to upend old ways of thinking, make everyone more efficient, and transform a business. OnCourse is an intuitive software for the businesses of tomorrow.

Technologies
Summary

OnCourse CRM, an in-house product of Zibtek was designed by a remote freelance team in the early stages. When I became part of the marketing team of Zibtek, the organization assigned me to revamp the CRM interfaces, user experience design and maintenance of OnCourse marketing websites, and develop front-end components in Angular frameworks and collaborate with backend developers.

Key deliverables
  • - CRM UX research and designing

  • - Creating and updating marketing website

  • - Designing marketing collaterals

  • - Prototyping interfaces and their presentation

Design process

Design system

The design system was already designed by the team, so I take over the style guide, researched and proposed few updates, and identified pain points and suggested required improvisations.

User research & findings

In the beginning, the CRM was released as a beta, and most teams inside Zibtek were already started using it. So when I started conducting interviews, I approached managers of the internal teams, also got in touch with some sales and marketing teams outside of Zibtek. We created a questionnaire for them and gather their feedback. Most of them gave valuable suggestions on the interfaces and experiences which helped the marketing team and the design team to resolve them before deploying the full-fledged application.

Marketing website - 2020

Many integrated applications, like OnCourse Social, Cloud Storage were introduced during the 2020s. Many add-on features and external applications like sales calculators, chatbots were introduced during this time. When the overall interface designed modern - lightweight, ease of access, well-maintained search engine optimization increased the website visitors. Throughout the design and development, we gave importance to performance and user experience.

OnCourse CRM

Homepage banner

OnCourse CRM

Sales commission calculator

OnCourse CRM

Marketing tools

OnCourse CRM

Cloud services

OnCourse CRM

Home services business

OnCourse CRM

HR services

OnCourse CRM

OnCourse client portal

OnCourse CRM

OnCourse social features

OnCourse CRM

Testimonial & CTA

CRM subscription interface

During our interview with some users, they pointed out the difficulty they faced during the signup process, so we refined our signup process into four steps with an updated user interface.

OnCourse CRM

Selecting plan

OnCourse CRM

Account information

OnCourse CRM

Reviewing informations

OnCourse CRM

Completing order

CRM mobile app

2020, the team decided to create a mobile application for the CRM. The Flutter team was responsible for the development of the application whereas we the design were responsible for the research and design of various interfaces and prototypes in Adobe XD.

OnCourse CRM

Login

OnCourse CRM

Accounts

OnCourse CRM

Inbox

OnCourse CRM

Location

CRM interface

Here's the CRM interface of the OnCourse app. There are many screens and user flows in the application, during the designing process the team followed the design system and helped the backend team developing the frontend components of the interfaces.

OnCourse CRM

Opportunities

OnCourse CRM

Inbox dashboard

OnCourse CRM

wireframes profile grids

OnCourse CRM

Leads dashboard