{Case Study}

Customer Relationship Management - Onui

Onui is a CRM Web Platform designed to streamline task tracking and lead management for seamless team collaboration.

Company: Onui

Timeline: 2 months

When: 2025

Category:

Software

Customer Relationship Management

Project Overview

This project focuses on building a Task Management Web Platform designed to streamline organizational workflows and improve efficiency. The system provides end-to-end functionality covering user management, task tracking, and lead management, ensuring smooth collaboration between administrators, sales teams, and managers.

Project overview image

The Challenges

What we faced during work::

Complex User Role Management: Designing flows that worked smoothly across different roles (Super Admin, Sales Lead, regular users) without confusion.

Seamless Onboarding & Authentication: Creating an intuitive sign-in and registration process that balanced simplicity with strong security.

Scalable Task Management System: Building a task module that allowed easy creation, assignment, and tracking of tasks.

Efficient Lead Management Flow: Designing a clear structure for adding, editing, and assigning leads. Maintaining data clarity in lead details while enabling collaboration across teams.

Balancing Usability & Complexity: Keeping the interface clean and easy-to-use despite multiple interconnected flows (sign-in, user, task, and lead management).

Consistency Across Modules: Maintaining a unified design system and interaction patterns across different modules to avoid user confusion.

What We Did In A Nutshell

Work flow scenario::

Discovery & Research: Conducted stakeholder discussions, user research, and competitor analysis to identify pain points in task, user, and lead management workflows. Defined the project vision and requirements for scalability.

Information Architecture & UX Design: Mapped user journeys for sign-in, user management, task handling, and lead assignments. Designed intuitive flows for different roles (Super Admin, Sales Lead, Users) to ensure clarity and role-based access.

UI Design & Prototyping: Created clean and consistent interface designs that balanced usability with complex functionality. Ensured seamless navigation across interconnected modules while maintaining a professional and modern look.

Development & Role Management: Implemented authentication flows, user registration, account activation/deactivation, and role-based permissions. Built flexible task and lead management modules tailored to team collaboration.

Task & Lead Management Integration: Developed scalable modules for task creation, tracking, and call slot management. Integrated lead management features including lead lists, detail views, and assignment workflows for efficient handling.

Testing & Quality Assurance: Performed usability testing to validate task and lead flows, resolved bugs, and optimized performance across devices and browsers to ensure reliability.

Launch & Iteration: Delivered a fully functional task management solution with user, task, and lead workflows. Set the foundation for continuous enhancements based on user feedback and evolving business needs.

The Solutions

The outcomes::

Role-Based Access Control: Designed user management flows with clear role distinctions (Super Admin, Sales Lead, Regular Users), ensuring secure and efficient account handling.

Smooth Onboarding & Account Handling: Built a sign-in and registration process with active/inactive/reactivate states, making user access seamless while maintaining control.

Efficient Task Management: Developed task flows with dedicated modals for different roles, enabling quick task creation, tracking, and call slot management without confusion.

Structured Lead Management: Implemented lead listing, detail view, and assignment flows to streamline lead tracking and collaboration across teams.

Consistent & Scalable Design: Maintained a unified design system across all modules, ensuring usability and scalability as the platform grows.

Client Feedback

We love to hear back from our clients::

We are highly impressed with the Task Management Website design. The role-based access control makes user management secure and effortless, while the task and lead flows are clear, efficient, and easy to navigate. Features like quick task creation, structured lead assignment, and smooth account handling have greatly improved our workflow. Overall, the platform exceeded our expectations, delivering both functionality and a modern user experience.

Personal Expense Tracking - AI Agent

Mobile Application

Web Application

Diabetic App - Healthcare

Mobile Application

Web Application