Mobile CRM · Financial services
A CRM that brought complete sales context into mobile work.
We designed an interface for advisors who needed customer, opportunity, notes, and next action without returning to a desktop.
7key CRM process views
Mobile CRMcomplete advisor context
One flowcustomer, opportunity, and actions
01 · Context
Advisors needed a process, not a desktop dashboard shrunk to a phone.
The priority was fast orientation: who the customer is, where the case stands, and what should happen next.
02 · Architecture
Every screen answers one sales question.
The dashboard opens the workday, the customer card provides context, and the opportunity ties together stage, notes, and events.
- 01What needs attention?
- 02What do we know about the customer?
- 03Where is the opportunity?
- 04What is the next step?
03 · Product in action
The interface, shown in the rhythm of real work.
04 · Delivery
The screen sequence followed the advisor’s actual working rhythm.
The product reduced context switching and kept information attached to the right case.
05 · Outcome
Mobile work retained the structure of a full CRM.
Advisors could progress sales and document decisions in one coherent flow.
Next step
Working on a product with similar complexity?
In a short call, we will cover risks, integrations, and the safest path to a working product.