The founders of Xeus were looking to build a SaaS CRM. We undertook the process of rapid prototyping, before designing and developing a robust and scaleable web application with an innovative front-end.
- Lead time:
- 8 months
- Sector:
- SaaS B2B Software
- Target Type:
- B2B SMEs
- Project Goal:
- Design a CRM from scratch
- Services:
- Full stack web application development
- Scope
- Workshops with strategic customers
- User journey mapping
- Rapid prototyping
- Designs produced
- Back-end architecture
- Database design
- Front-end development
- Resource
- 1x UX Designer
- 1x Digital Product Manager
- 2x Senior Front-end Developers
- 3x Senior Back-end Developers
- 1x Technical Project Manager
- 1x Test Automation Developer
The challenge
We were challenged to design and develop a CRM for small businesses from the ground up as a SaaS web application.
This innovative piece of software was prototyped, and successfully raised external investment from our initial engagement. From here we collaborated with the owners to build out a huge range of functionality to meet their target client needs.
![software design](https://instinctive.agency/wp-content/uploads/2019/05/Image-284@2x.jpg)
Data first
We showcased the data within the system by simplifying the page layouts and removing on page distractions.
![easy to understand user journeys in new software design](https://instinctive.agency/wp-content/uploads/2019/05/Image-289@2x.jpg)
Fluid user flows
We created intuitive user flows that were inspired by eCommerce shops and mobile apps to give Xeus an edge over the competition.
![after software development](https://instinctive.agency/wp-content/uploads/2019/05/Image-288.jpg)
Custom Kanban
Sales executives can track leads in a kanban view, dragging and dropping leads as they progress. Leads can be edited from the kanban dashboard, reducing the time spent moving between pages.
![software development company case study](https://instinctive.agency/wp-content/uploads/2019/05/Xeus-last-image.jpg)
A future-proof design
The web app was designed and developed for growth as well as rapid innovation.
“They took a broad and complex application and made it simple.”