Idaratech CRM Mobile App
May 2025 - Present
From the web to the field
Idaratech already had a full web CRM serving everyone in sales, agents and managers alike. On mobile, the main persona narrows to the sales agent, who spends the day in the field visiting clients, where a web app is out of reach. So we made an easy, accessible mobile app for the quick tasks that fill an agent's day: adding leads easily, viewing the pipeline, and tracking and adding activities between visits.
Design approach
I carried over the same design language as our other apps and reused the design patterns that fit the CRM's context. The app felt consistent with the rest of the product from day one and consistent with the web CRM it grew from, and leaning on the existing system made it faster to design and ship and established the cohesive ERP enterprise design look and feel.
