Over a decade designing the
sales UX of UPilot CRM
How do you help people and teams manage and grow their business, day to day? That is the question we wanted to answer with UPilot, a sales CRM that brings executives, managers and sales teams together in one place.
I have been cofounder and design lead at UPilot for over a decade, looking after the whole product experience, from the early strategy and research, to the interface design, to building the front-end. A CRM is all about the small, everyday actions, so most of my work was making complex sales workflows simple and easy to use.
Here is a short video I made of customers talking about UPilot (2019):
As UPilot grew over the years, I designed a wide range of modules across the product:
Note: for obvious reasons, most of UPilot CRM designs and UX solutions are confidential and therefore cannot be shared here.
