UX Design: CRM for Parval Puesto de Bolsa
A bespoke CRM focused on data segmentation and workflow efficiency for customer management teams.
Role
UX/UI Designer
Industry
Finnance
Duration
3 months
Dynamic "Vistas"
Engineered a flexible filtering system that allows users to create custom data segments. This enables hyper-personalized marketing and deeper data analysis.
Rapid Timeline Logging
Developed an intuitive interface for "quick-note" entries, ensuring customer interaction history stays current without disrupting the user's workflow.
Data Customization
Provided granular control over data visibility, allowing teams to toggle specific client attributes within their custom views.
Results & Impact
Dynamic Data Views: Engineered an intuitive filtering system that empowers teams to slice data cleanly and create hyper-personalized marketing segments.
Streamlined Logging: Designed a friction-free timeline interface for rapid notes, securing comprehensive interaction histories without stalling user momentum.
Custom Control: Delivered granular visibility settings, giving users precise control to toggle complex client attributes instantly within their workspace.
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