--- title: "CRM & Sales Tool Design Agency for B2B SaaS | Donux" description: "Donux designs CRM workflows, pipeline views, and sales dashboards that cut admin time, speed up deal cycles, and drive adoption. Start with a free product assessment." url: "https://donux.com/industries/sales-crm" language: "en" --- # Sales Tool & CRM Product Design Agency Design a Sales Tool people love to use Help sales teams focus on the next move. Clear pipelines, useful account data and fewer steps between intent and action. [Build with us](https://donux.com/contact-us) [![Blue.ai platform interface](https://images.app.donux.com/unsafe/case-studies/blue-ai/uzXYj3jBxT9m9q2gUnbKQpsu9M.png)](https://donux.com/case-studies/blue-ai) Selected product design work[Blue.ai](https://donux.com/case-studies/blue-ai) [**4.9/5** on Clutch 9 client reviews](https://clutch.co/profile/donux#reviews) Selected product design clients - 4DEM - Fluida - La Marzocco - Blue.ai ## Common Sales Tool challenges we solve ![CRM dashboard interface](https://images.app.donux.com/unsafe/pages/use-cases/product-led-growth.png) ### CRM Adoption Sales reps avoid tools that slow them down or add friction to their workflow. - Intuitive workflows - Reduced data entry - Mobile-first design ![Sales pipeline visualization](https://images.app.donux.com/unsafe/pages/use-cases/scale-product.png) ### Pipeline Visibility Managers can't see deal health at a glance or forecast revenue accurately. - Visual pipelines - Real-time analytics - Forecasting dashboards [Get in touch](https://donux.com/contact-us) ![Streamlined data entry interface](https://images.app.donux.com/unsafe/pages/use-cases/ui-design.png) ### Data Entry Friction Manual logging kills productivity and leaves data incomplete and unreliable. - Smart auto-fill - Quick-log actions - Seamless integrations [Get in touch](https://donux.com/contact-us) ## What we can do for you ### Pipeline & deal management UX Pipeline views and deal workflows that give reps clarity and managers visibility. ### Sales dashboard design Dashboards that surface the right sales metric at the right time, from rep performance to revenue forecasting. ### CRM workflow optimization Daily CRM workflows redesigned to match how reps actually work. ### Lead scoring interfaces Lead scoring views that help reps prioritize the right deals at a glance. > They never miss a touch base and timeline expectation. **Abed el Madjid Nehme** Head of Product @Blue.ai [Our work with Blue.ai](https://donux.com/case-studies/blue-ai) ## How Blue.ai transformed their omnichannel CX platform in 12 weeks Blue.ai provides an omnichannel platform that helps businesses manage customer communications across multiple channels, including email, WhatsApp, SMS, and chat. ![Blue.ai platform interface](https://images.app.donux.com/unsafe/case-studies/blue-ai/uzXYj3jBxT9m9q2gUnbKQpsu9M.png) Featured Case Study Blue.ai provides an omnichannel platform that helps businesses manage customer communications across multiple channels, including email, WhatsApp, SMS, and chat. [Read full case study](https://donux.com/case-studies/blue-ai) ## Before you start. ### Can you redesign our existing CRM without disrupting current users? Yes. We do phased redesigns that improve the experience incrementally. We validate changes with real sales reps before launch, so adoption rises instead of drops. Your team keeps working while the product gets better. ### How do you handle the complexity of sales workflows? We start by mapping how your sales team actually works. We interview reps, shadow workflows, and identify friction. Then we design flows that match your real sales process. ### What if our sales reps resist a new interface? Resistance usually comes from poor change management. We involve reps early through interviews and usability testing. When they see their pain points addressed, adoption follows. ### How long does a CRM redesign take? A first conversation defines the relevant scope, dependencies and investment. For an existing product transformation, we confirm what fits the 90-day delivery window before kickoff. A focused supporting engagement is scoped separately. ### Do you work with specific CRM platforms? We're platform-agnostic. Whether you're building a custom CRM, extending Salesforce, or creating a vertical sales tool, we design the user experience. Our work fits any tech stack. ### How do you measure success for a CRM redesign? We define success metrics upfront. CRM adoption rate, time-to-complete key tasks, data quality scores, and rep satisfaction. We track them before and after the redesign so improvements are measurable. ### What are the two ways to work with Donux? - **Senior humans** for design-led engagements. A dedicated team of senior designers and PMs works alongside your product team. - **Magic Team** for AI-augmented delivery. A managed team of AI agents and senior humans ships features, MVPs, or bug fixes as PRs in your repo, reviewed by senior designers and developers. ## See the work. Selected product design projects. Explore the challenge, the decisions and the results behind each one. [![Blue.ai platform interface](https://images.app.donux.com/unsafe/case-studies/blue-ai/uzXYj3jBxT9m9q2gUnbKQpsu9M.png)](https://donux.com/case-studies/blue-ai) Marketing & Sales ### How Blue.ai transformed their omnichannel CX platform in 12 weeks [Explore the project](https://donux.com/case-studies/blue-ai) [4Dem product preview](https://images.donux.com/website/videos/case-studies/02-4dem-tablet-tilt.mp4) Marketing & Sales ### How 4Dem decreased development time by 50% through the Donux design system approach [Explore the project](https://donux.com/case-studies/4dem) [![How Ascend Makers launched their AI-powered marketing platform from concept to product in 6 months](https://images.app.donux.com/unsafe/case-studies/ascend/cN1QTVhzXF4igs742h85YGTxZfE.png)](https://donux.com/case-studies/ascend) Marketing & Sales ### How Ascend Makers launched their AI-powered marketing platform from concept to product in 6 months [Explore the project](https://donux.com/case-studies/ascend) ## See it in practice. [Our work](https://donux.com/case-studies) [Talk to Donux](https://donux.com/contact-us)