Credence
all-in-one CRM platform
Overview
Credence helps small businesses and freelancers manage and keep track of clients, events, and notes effortlessly.
Role
Product & Graphic Designer
Skills
UX Research, User Flow, Wireframes, Mock-up, Prototyping, Branding & Visual Design
Tools
Figma, Photoshop, Illustrator
Problem
difficult to keep track of client information
manage interactions with connections inefficiently
Time-consuming to prepare for important meetings
Solutions
Our solution is to create an all-in-one scheduling and client management system. It is a system that will not require employees to click through different tabs to access their email, notes and calendar. Through this solution, you will be able to :
1. Easily view client information on your calendar.
2. Schedule meetings.
3. Look through client profiles.
4. Store meeting notes.
5. Search through your Gmail inbox to view previous communication.
Main Features
Persona
User Story
1. As a freelancer, I want to know about the client profile and interaction history before meetings so that I can be prepared for meetings.
2. As a small business owner, I want to send automatic event invitations to clients in the calendar so that I can save time from sending invitations one by one via email.
3. As a small business owner, I want to keep good track of my clients’ information from emails and calendar events so that the company’s relationship with clients and performance will improve.
4. As a freelance product designer, I want to keep all my new client information and notes in one place so that I can keep track of all new connections I made easily.
5. As a small printing shop owner, I want a powerful search function so that I don’t need to search the same keyword individually in emails, notes, and events.
User Research
Results
User Flow
Branding
UI Components
Wireframes
Mock-ups
Light Mode & Dark Mode
