Designing a SaaS platform combining a CRM and event planner to allow startups, brokers and investors to find new opportunities.
SaaS design | UX/UI | Web design
How to allow investors, brokers, and entrepreneurs to connect and engage while creating an impact?
Dashboard design: A geo-localized tool to show connection opportunities by region.
CRM app: Contact management system to track relationships and interactions.
Messaging system: Allow communication flow within the same platform.
My role & contribution: User journey mapping | UX/UI & prototyping | Marketing website design | Logo & brand design
Team contributors: CEO | Solution architect | UX researcher
We kicked off the project by going over the 3 main user personas. At a very high level these are investors, entrepreneurs and brokers.
A series of user interviews indicated key features entrepreneurs are looking for when networking.
A sample of investors shared their concerns and expectations from our product offering.
The founding team had access to potential users from which we inferred insightful personas to guide the UX design process.
We worked on wireframes to ideate quickly and narrow down the most optimal options to present information.
With my years of experience, and your impactful ideas, we can create brands, apps, digital products and experiences to delight people. Let's get in touch!
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