One Company. One CRM.

Unified Business Ecosystem

Big data deserves a big screen.

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The Vision

Bridging the gap between
Sales, Operations, and Finance.

To solve the disconnect I identified within our internal teams,
I designed a unified B2B platform that syncs the entire lifecycle:
From lead generation to payment collection,
ensuring seamless cross-team communication.

To solve the disconnect I identified within our internal teams, I designed a unified B2B platform that syncs the entire lifecycle:
From lead generation to payment collection, ensuring seamless cross-team communication.

Want to see the result? 😉

Go straight to the design

Market Research & Validation

I surveyed 9 diverse B2B companies to validate common operational workflows and pain points.

4 Sales Representatives

3 Marketing Managers

2 Business Owners

The objective was to determine if the friction between data collection and response time is a systemic challenge within the B2B sector.

Identifying User Needs

100%

Feature Priority: Dormant Customer Alerts

Research proves that automated alerts for "dormant" customers are the most critical tool for preventing churn.

100%

Feature Priority: Dormant Customer Alerts

Research proves that automated alerts for "dormant" customers are the most critical tool for preventing churn.

67%

Centralized Sales Dashboard

Users identified a centralized dashboard as their top priority, highlighting a holistic sales view as the essential foundation for the MVP.

67%

Centralized Sales Dashboard

Users identified a centralized dashboard as their top priority, highlighting a holistic sales view as the essential foundation for the MVP.

100%

Unified Operational Management

Respondents unanimously demanded a single platform for all operations, making the transition from fragmented tools to a centralized workflow the most critical requirement.

100%

Unified Operational Management

Respondents unanimously demanded a single platform for all operations, making the transition from fragmented tools to a centralized workflow the most critical requirement.

56%

The Fragmented Data Challenge

With over half of users struggling with fragmented data, there is an urgent need for an integrative solution to unify business processes.

56%

The Fragmented Data Challenge

With over half of users struggling with fragmented data, there is an urgent need for an integrative solution to unify business processes.

100%

Feature Priority: Dormant Customer Alerts

Research proves that automated alerts for "dormant" customers are the most critical tool for preventing churn.

100%

Unified Operational Management

Respondents unanimously demanded a single platform for all operations, making the transition from fragmented tools to a centralized workflow the most critical requirement.

67%

Centralized Sales Dashboard

Users identified a centralized dashboard as their top priority, highlighting a holistic sales view as the essential foundation for the MVP.

56%

The Fragmented Data Challenge

With over half of users struggling with fragmented data, there is an urgent need for an integrative solution to unify business processes.

Dive Into Chaos

Pain Points

Multiple systems that don’t sync

Multiple systems that don’t sync

Multiple systems that don’t sync

Lost Data & Delayed Communication

Lost Data & Delayed Communication

Lost Data & Delayed Communication

No synchronization between departments

No synchronization between departments

No synchronization between departments

Difficulty Tracking Payments & Orders

Difficulty Tracking Payments & Orders

Difficulty Tracking Payments & Orders

Competitive Analysis

Platform

Centralized Data

Automation

Unified Workflow

Customization

Real-time Insights

One CRM

Google Sheets/ Excel
Monday (CRM)
SAP (ERP)

Competitive Analysis

Platform

One.CRM

Google Sheets/ Excel

Monday.com (CRM)

SAP (ERP)

Centralized Data

Automation

Unified Workflow

Customization

Real-time Insights

Platform

One.CRM

Google Sheets/ Excel

Monday.com (CRM)

SAP (ERP)

Centralized Data

Automation

Unified Workflow

Customization

Real-time Insights

Defining the Users: Danny & Alon

Research identified Sales as the department with the highest friction.

By prioritizing their workflow, I built a high-impact foundation for the company’s digital transformation, starting with these two core personas:

Danny
38, Tel Aviv
Sales Team Manager, Electrical Goods
Pain Points
Scattered data across multiple systems.
No single source of truth for sales and inventory.
It's challenging to track customer status in real-time.
Relies heavily on manual data updates.
Goals
Centralized visibility across all operations.
Full control over team performance and pipeline health.
Reduce dependency on manual tracking.
Streamline workflows for faster decision-making.
Needs
Operational Risks
Revenue Opportunities
Team Efficiency
Alon
30, Tel Aviv
Account Manager, Electrical Goods
Pain Points
Constant switching between different tools.
Difficulty in finding client data and quote status.
Too much time on documentation and reporting.
Less time for actual selling.
Goals
From data-aggregator → to high-efficiency deal-closer.
Focus on selling, not searching.
Empowered with clear data and smart tools.
Needs
Faster Deal Closing
All Client Data in One Place
Automated Follow-Ups

Danny
38, Tel Aviv
Sales Team Manager, Electrical Goods
Pain Points
Scattered data across multiple systems.
No single source of truth for sales and inventory.
It's challenging to track customer status in real-time.
Relies heavily on manual data updates.
Goals
Centralized visibility across all operations.
Full control over team performance and pipeline health.
Reduce dependency on manual tracking.
Streamline workflows for faster decision-making.
Needs
Operational Risks
Revenue Opportunities
Team Efficiency
Alon
30, Tel Aviv
Account Manager, Electrical Goods
Pain Points
Constant switching between different tools.
Difficulty in finding client data and quote status.
Too much time on documentation and reporting.
Less time for actual selling.
Goals
From data-aggregator → to high-efficiency deal-closer.
Focus on selling, not searching.
Empowered with clear data and smart tools.
Needs
Faster Deal Closing
All Client Data in One Place
Automated Follow-Ups

Danny
38, Tel Aviv
Sales Team Manager, Electrical Goods
Pain Points
Scattered data across multiple systems.
No single source of truth for sales and inventory.
It's challenging to track customer status in real-time.
Relies heavily on manual data updates.
Goals
Centralized visibility across all operations.
Full control over team performance and pipeline health.
Reduce dependency on manual tracking.
Streamline workflows for faster decision-making.
Needs
Operational Risks
Revenue Opportunities
Team Efficiency
Alon
30, Tel Aviv
Account Manager, Electrical Goods
Pain Points
Constant switching between different tools.
Difficulty in finding client data and quote status.
Too much time on documentation and reporting.
Less time for actual selling.
Goals
From data-aggregator → to high-efficiency deal-closer.
Focus on selling, not searching.
Empowered with clear data and smart tools.
Needs
Faster Deal Closing
All Client Data in One Place
Automated Follow-Ups

The User Journey

Key Takeaways

One Source. Zero Chaos.

My insight from the research is that regardless of department, the lack of a unified data source is the root of organizational chaos, which led to these four key pillars for the new CRM system.

Smart automation & real-time updates

Custom view for each department

Clear process from lead to payment

Centralized CRM for B2B suppliers

Look & Feel

Color Palette

495AFF

E8F0FF

495AFF

F7F7F7

E7E6FF

F1F5F9

Icons

Typography Strategy

Font: Heebo

Heading

30px, Bold

Font: Inter

Card Header

20px, Bold

Table Row Title

16px, Bold

Full Table Row

18px, Regular

Input Field

16px, Regular

Input Field Title

14px, Medium

Dashboard Widget

14px, Semi Bold

Variants

Look & Feel

Typography Strategy

Font: Heebo

Heading

30px, Bold

Font: Inter

Card Header

20px, Bold

Table Row Title

16px, Bold

Full Table Row

18px, Regular

Input Field

16px, Regular

Input Field Title

14px, Medium

Dashboard Widget

14px, Semi Bold

Color Palette

495AFF

E8F0FF

495AFF

F7F7F7

E7E6FF

F1F5F9

Icons

Variants

Look & Feel

Color Palette

495AFF

E8F0FF

495AFF

F7F7F7

E7E6FF

F1F5F9

Icons

Typography Strategy

Font: Heebo

Heading

30px, Bold

Font: Inter

Card Header

20px, Bold

Table Row Title

16px, Bold

Full Table Row

18px, Regular

Input Field

16px, Regular

Input Field Title

14px, Medium

Dashboard Widget

14px, Semi Bold

Variants

Detailed Product Flow

1. The Smart Assignment Engine

Optimizing lead distribution by analyzing conversion rates and agent workloads.

This data-driven tool ensures that every new opportunity is automatically matched with the most qualified team member, maximizing the chances of closing while maintaining balanced team operations.

1. The Smart Assignment Engine

Optimizing lead distribution by analyzing conversion rates and agent workloads.

This data-driven tool ensures that every new opportunity is automatically matched with the most qualified team member, maximizing the chances of closing while maintaining balanced team operations.

1. The Smart Assignment Engine

Optimizing lead distribution by analyzing conversion rates and agent workloads.

This data-driven tool ensures that every new opportunity is automatically matched with the most qualified team member, maximizing the chances of closing while maintaining balanced team operations.

2. Instant Activation & Awareness

The sales agent receives instant and automatic notifications from the dashboard.

Instant Activation and Awareness: The sales agent receives instant and automatic notifications from the dashboard. As soon as a lead is assigned, sales agents receive the prospect’s details, allowing them to start the sales process without wasting a single second.

2. Instant Activation & Awareness

The sales agent receives instant and automatic notifications from the dashboard.

2. Instant Activation & Awareness

The sales agent receives instant and automatic notifications from the dashboard.

3. Lead Qualification

Conducting initial calls to verify client details and their requirements.

Once confirmed, the lead status is updated to "Ready For Quote," instantly unlocking the next stage of the sales funnel and ensuring data consistency.

3. Lead Qualification

Conducting initial calls to verify client details and their requirements.

Once confirmed, the lead status is updated to "Ready For Quote," instantly unlocking the next stage of the sales funnel and ensuring data consistency.

3. Lead Qualification

Conducting initial calls to verify client details and their requirements.

Once confirmed, the lead status is updated to "Ready For Quote," instantly unlocking the next stage of the sales funnel and ensuring data consistency.

4. Precision Quote Generation

Building professional, branded proposals through a guided wizard

Sales agents can easily configure SKUs and quantities, dispatching quotes instantly via Email and SMS to ensure maximum reach and faster client approvals.

4. Precision Quote Generation

Building professional, branded proposals through a guided wizard

Sales agents can easily configure SKUs and quantities, dispatching quotes instantly via Email and SMS to ensure maximum reach and faster client approvals.

4. Precision Quote Generation

Building professional, branded proposals through a guided wizard

Sales agents can easily configure SKUs and quantities, dispatching quotes instantly via Email and SMS to ensure maximum reach and faster client approvals.

5. Operational Conversion

Converting approved quotes into active orders with a single click.

By adding billing and address information, the data is automatically transferred to the operations department, eliminating manual entry.

5. Operational Conversion

Converting approved quotes into active orders with a single click.

By adding billing and address information, the data is automatically transferred to the operations department, eliminating manual entry.

5. Operational Conversion

Converting approved quotes into active orders with a single click.

By adding billing and address information, the data is automatically transferred to the operations department, eliminating manual entry.

6. 360° Account Overview

Aggregating historical data into a centralized profile to bridge the gap between Sales, Operations, and Collections.

This unified view ensures that all customer data is in one place. Including orders, accounts receivable, and business details. This enables full transparency and business insight for future orders.

6. 360° Account Overview

Aggregating historical data into a centralized profile to bridge the gap between Sales, Operations, and Collections.

This unified view ensures that all customer data is in one place. Including orders, accounts receivable, and business details. This enables full transparency and business insight for future orders.

6. 360° Account Overview

Aggregating historical data into a centralized profile to bridge the gap between Sales, Operations, and Collections.

This unified view ensures that all customer data is in one place. Including orders, accounts receivable, and business details. This enables full transparency and business insight for future orders.