July 19, 2023
Year
2023
Client
GroFlex
Category
SaaS
Product Duration
3 - 4 Months
My Contribution
Redesigned the CRM dashboard to prioritize clarity and quick access.
Simplified the invoice creation flow with step-by-step auto-layout.
Designed a smart client profile system that pulled together invoices, payments, and communication history in one place.
Created a lightweight design system in Figma to keep consistency across CRM, invoicing, and reporting modules.
Key Features I Designed
Client 360 View: A consolidated page showing contacts, invoices, payment history, and tasks.
Invoice Builder: A clean flow where users could add items, auto-calculate taxes, and send invoices directly.
Activity Timeline: A timeline for each client to show interactions and invoice/payment events.
Quick Actions: One-click buttons for “Create Invoice,” “Add Payment,” or “Send Reminder.”
Impact
Reduced average time to create/send an invoice from 7 minutes → 2 minutes.
Beta users reported a 35% improvement in task completion for client management.
Internal team adopted my design system, cutting new feature design time by ~40%.
👉 GroFlex = An all-in-one business platform
Finance: create/send invoices, track payments, manage expenses.
CRM: manage customer relationships, leads, and sales pipelines.
Operations: task management, time tracking, and team collaboration.
Insights: analytics and reporting to help business owners make data-driven decisions.
It’s basically a “business OS” for SMEs that makes their workflow smoother, saves time, and keeps everything in sync.
