Sugar CRM – Customer Journey Dashboard

TECHNOLOGIES

Vue.js, Node.js, Tailwind CSS, Chart.js, Firebase, Express

PLATFORMS

Web, iOS (CRM Dashboard & Mobile App)

CUSTOMER

Acote Group LTD

Project overview

Sugar CRM delivers a comprehensive dashboard that empowers businesses to visualize customer journeys, track leads, and automate workflows. With rich data analytics and a highly intuitive UX, it supports efficient and scalable CRM strategies.

Problem

Modern businesses often struggle to unify customer data across touchpoints and create seamless workflows that adapt to their sales and support processes.

Sugar CRM addresses these issues through:

A centralized system to track, manage, and analyze customer interactions.
Workflow customization that aligns with unique operational models.
Actionable analytics to optimize marketing and support strategies.

Challanges

Key development and design challenges included:

Creating dynamic journey maps that are visually intuitive and data-rich.
Ensuring customizable workflow logic without sacrificing user simplicity.
Providing scalable analytics features suitable for both small and enterprise clients.

Workflow scenario

Initial UX research focused on sales and support teams’ daily routines. The design phase incorporated user interviews and journey mapping exercises, followed by modular UI component creation. Backend developers integrated real-time customer data pipelines and task automation engines to support smooth workflows and rich analytics.

Solutions

Sugar CRM merges CRM fundamentals with next-gen insights and automation for a transformative customer experience.

Customizable workflow builder with drag-and-drop interface.
Real-time customer journey mapping and segmentation tools.
Advanced analytics dashboard with conversion and retention metrics.
Automated task assignment and follow-up reminders.
Flexible schedule management with notification triggers.
Multi-user collaboration with role-based access control.
Cross-device support including web and iOS mobile apps.
Modern UI/UX focused on clarity and usability.
Integration-ready with email, calendar, and third-party CRMs.

Check live project

We combined the development stages in order to convey our vision to the client as best as possible.

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