Ezzing Platform (CRM)
A flexible CRM to manage the entire renewable energy sales cycle.
Challenge
When I joined the project, the CRM already existed, but it had limitations in terms of usability and scalability. Users needed a more flexible system to adapt their workflows, manage customers and teams in an agile manner, and also have visual tools that would allow them to better organise and monitor the entire process of selling and installing renewable energy systems. The main challenge was to iterate on a product already in production, balancing business needs with the actual user experience, and ensuring that the platform evolved into a modular, intuitive CRM that could be adapted to different types of customers.
Approach
Type
SaaS
CRM
Web application
Scope
UX/UI
Iteration of existing flows
Design system
Custon design icons
Wireframing & prototyping
User testing
Impact in numbers
+40 % increase in daily active users after the rollout of the new interface and onboarding flow.
25 % reduction in average task completion time thanks to the new Kanban dashboard and automation features.
85 % of users reported that the new workflows made their daily management more intuitive and efficient.
100 % interface consistency achieved through the implementation of the new design system and custom icon set.
30 % faster feature delivery for new modules, enabled by the design system’s reusable components.
4.6/5 user satisfaction rating in post-launch usability testing with existing CRM customers.
Ezzing CRM is a SaaS solution aimed at companies in the renewable energy sector that need to manage their sales cycle from start to finish, with a special focus on photovoltaic installations. Through the platform, customers can customise workflows, manage leads and customers, generate offers, organise teams and roles within the company, and track installations, including the post-installation phase using the O&M monitoring module.
My job consisted of iterating and evolving an existing product, incorporating functional and visual improvements that would bring real value to users. I developed a Kanban board for the visual organisation of tasks and customers, designed an onboarding process with interactive tutorials to facilitate the adoption of the tool, and improved automation flows (emails, calls and assignment of responsibilities) to optimise team productivity.
A key aspect of my contribution was the creation of a comprehensive and documented design system, which not only ensured visual consistency and scalability of the product, but also enabled the automation and streamlining of processes alongside the development team. This system facilitated collaboration between design and technology, reduced implementation times, and became the foundation for the long-term growth of the CRM.
The project was approached from a user-centred perspective, with final testing with customers and continuous validation with stakeholders to ensure that each iteration responded to real needs without disrupting daily operations. Throughout the process, I was responsible for the product at every stage: research, ideation, wireframing, visual design, prototyping and validation, maintaining a global vision from start to finish.
This project allowed me to consolidate my role as a product designer in a real-world environment, leading the evolution of CRM and striking a balance between business objectives and a clear, efficient, and adaptable user experience.
You can learn more about the platform on its official website: ezzing.com
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