HubSpot customer & deal flow design
Case studyA CRM design case study visualizing the flow from inquiry to payment.
ProblemPost-inquiry customer info, deal status, and billing schedules were easily scattered.
ApproachOrganized contacts, companies, deals, forms, statuses, and pipelines to make the inquiry-to-payment flow visible.
Design Status design / Pipeline design / Form integration / Alerts / Tasks
ToolsHubSpot / Forms / Email