Design a CRM System With These 3 Core UX Design Principles


To create an effective CRM system, it is important to keep the user experience in mind. By following these three core UX design principles, you can create a system that is both easy to use and satisfying for your customers.

What is a CRM system?

A CRM system, or customer relationship management system, is a software application that helps businesses manage customer interactions and data. This includes tracking sales leads and opportunities, managing customer accounts and contact information, and setting up automated marketing campaigns to help boost sales and engagement.

Why do you need it?

A CRM system is a critical component of any business, as it provides insights into your customers and their needs. This helps you create targeted marketing campaigns that resonate with your target audience, identify sales opportunities, and more effectively engage with your customers.

How to use it?

There are a lot of examples of using a CRM system effectively, we gathered CRM design examples from big companies that use it, including:

1. Amazon:

Amazon uses customer data from its CRM system to recommend relevant products and suggest similar items based on customers’ purchase history. This allows them to offer a more personalized shopping experience that is tailored to each customer’s needs.

2. HubSpot:

As a leading provider of marketing automation software, HubSpot relies heavily on its CRM system to track and analyze customer interactions. They use this data to identify trends in buyer behavior, which they then use to improve their marketing campaigns and optimize the user experience on their website.

3. Salesforce:

As a leader in the CRM space, Salesforce has developed several innovative features that make it easy for businesses of all sizes to use their CRM system effectively. Their drag-and-drop interface makes it simple to customize applications, and their automation tools help businesses streamline sales processes and improve overall productivity.

4. Netflix:

Netflix is another example of a company that has successfully used a CRM system to improve engagement with its customers. They leverage data from their customer profiles and user behavior to deliver targeted recommendations for new shows and movies, helping them maintain high levels of engagement even as their catalog grows larger.

5. Microsoft:

Finally, Microsoft is a company that has taken a unique approach to CRM by integrating it with its Office 365 platform. Through this integration, users can access data from their CRM system directly within Outlook Word, streamlining many of the most commonly used business processes and helping employees be more productive and efficient.

Whether you are just starting with a CRM system or looking for ways to improve your existing system, these core UX design principles can help you create a user-friendly, highly effective CRM that your customers will love. By focusing on usability, personalized experiences, and automation capabilities, you can create a system that meets the needs of both your customers and your business goals.

Understand the needs of your users

So, now that you know what a CRM system is and why it is important, how do you go about creating one that truly meets the needs of your users? One key factor to consider is understanding the needs of your customers. This means taking time to get to know your target audience, as well as their preferences and pain points when interacting with your business.

Some effective ways to gain this understanding include conducting customer surveys, engaging in user testing and research, and analyzing customer feedback data. Additionally, you can get insights into your users by examining industry trends and best practices for CRM systems. With this information in hand, you can create a system that is intuitive and easy to use, which will help drive engagement and satisfaction from your customers.

Keep it simple

Another key principle to keep in mind when designing a CRM system is simplicity. This means that the interface should be clean and organized, with clear navigation and little visual clutter. Additionally, the functions of the system should be streamlined and intuitive – for example, you may want to consider using automated workflows and other tools to help your users perform their tasks with minimal effort.

Focus on usability

Finally, as you design and build your CRM system, it is important to focus on usability. This means ensuring that all aspects of the system are easy to use, including both the front-end interface as well as any back-end tools or features. By paying close attention to usability, you can help create an engaging experience for your customers that will keep them coming back and using your system over and over again. Moreover, your customers will be more likely to recommend your system to others, helping you build and maintain a strong customer base.

There are a lot of ways to improve the usability of a CRM system, and choosing the right one will depend on your individual business needs. Some options to consider include implementing customer satisfaction surveys, conducting user testing and focus groups, leveraging data from existing systems or tools, and working with an experienced UX design team to build the best possible CRM system for your customers.

The main steps of creating a CRM system

Now that you know the main principles to keep in mind when designing a CRM system, let’s take a look at the main steps involved in creating one:

1. Define your business goals and objectives for the CRM system. This will help you determine the specific features and functionality that are most important to include, as well as any other factors to keep in mind during development.

2. Conduct user research and testing to gain insights into your users’ needs and preferences. This can include conducting surveys, reviewing customer feedback data, and observing users as they interact with your current systems or products.

3. Plan your system design based on the insights you have gained from user research. This may involve developing wireframes, prototypes, or other visual designs to help visualize the final product before you begin coding.

4. Develop the front-end interface of the CRM system, focusing on usability, user-friendly design, and other key factors to ensure a great user experience.

5. Integrate automation capabilities into your system as needed, such as using automated workflows to help speed up business processes and save time for users.

6. Test and refine the system as needed, making any necessary adjustments to ensure that it meets your business goals and provides a high level of usability and customer satisfaction.


At the end of the day, creating a great CRM system is about understanding your users’ needs and designing an experience that meets those needs. By taking steps to focus on user-centered design, keeping things simple and intuitive, and focusing on usability at every stage of development, you can create a system that resonates with your customers – driving engagement and satisfaction, and helping to grow your business over time.

As you can see, there are some important factors to keep in mind when designing a CRM system. By following these key principles and steps, you can create an intuitive experience that meets the needs of your users, drives customer satisfaction, and helps your business achieve its goals.

I started my journey as a Photoshop & HTML designer, my hunger takes me to the next step for PHP, Java, angular, CMS, Python, etc. Till now, I have worked on many software, mobile, web development & design projects. I want to inspire others, that's the only reason I am here to share my experience & knowledge. Let's connect on LinkedIn.