Radical boost of user satisfaction in complex CRM system
My role
Product Designer
Disciplines
UX Research, UI Design, Workshop Facilitation
Tools
Mobbin, Figma, Maze
Time Frame
8 months
Project Testimonials
Tom Tramita did an outstanding job on the UX/UI design for Prorok CRM. His approach was thoughtful and user-focused, resulting in an intuitive interface and a seamless user experience.
One of his greatest strengths is his ability to transform complex processes into simple and efficient solutions. The system's navigation is logical, the visual elements are clean and modern, and the overall design supports quick orientation even for new users. Beyond aesthetics, he also prioritized functionality—thanks to his work, Prorok CRM is not only visually appealing but also highly practical.
Tom demonstrated a high level of professionalism, responded promptly to feedback, and adjusted the design to best meet user needs. If you're looking for a designer who can combine creativity with practicality, Tom Tramita is an excellent choice.
Ľubomír Motýľ
CEO of Prorok
Audits, Systems, and Flow
A powerful CRM system is only as effective as its usability. The initial version of the CRM had over 120 UI screens, making navigation complex, onboarding difficult, and workflows inefficient. To address this, we conducted a UX audit, UI audit, and competitor analysis to understand how we could optimize the system while maintaining all critical functionalities. The primary goal was to streamline processes, automate repetitive tasks, and create a more intuitive structure that empowered users rather than overwhelmed them.
By thoroughly mapping out user flows across modules—Clients Contacts, Invoicing, Communication, Logistics, HR, and the Client Portal—we identified redundancies and unnecessary complexities. We consolidated related functions, merged overlapping processes, and restructured the navigation to ensure a seamless user journey. This resulted in a significant reduction in screens from 120 to 80, centralizing all system setups and settings in one place, making the CRM far more efficient and user-friendly.
Wireframes, Designs, and Connections
Each CRM module had its own distinct purpose and required an individual approach. Client management demanded dynamic canvases, HR needed structured portals, invoicing required precision, and logistics relied on Kanban and Gantt systems. These diverse functionalities meant that a one-size-fits-all design was impossible. Instead, we conducted deep research for each segment, ensuring that the design choices aligned with user needs and industry best practices.
Through extensive wireframing, prototyping, and testing, we fine-tuned layouts and interactions for every module. The design process emphasized clarity, efficiency, and automation—reducing unnecessary clicks, improving task connections, and ensuring users could accomplish their goals with minimal friction. The result was a more cohesive, connected experience where data, actions, and workflows seamlessly flowed across the entire system.
Deployment and Testing
A CRM of this complexity required meticulous testing and close collaboration between design and development. Each module was tested separately to ensure its workflows were intuitive and free of bottlenecks. User testing played a crucial role in refining onboarding, navigation, and automation features, guaranteeing that every function performed as expected.
Deployment was handled in phases, with a continuous feedback loop between designers, developers, and end-users. This ensured that the visual and interaction design translated perfectly into the final product. By staying deeply involved in the development process, we preserved the design intent, avoided misinterpretations, and delivered a fully optimized CRM that streamlined operations while enhancing user experience.