Product flows &
information architecture
Structured feature journeys and organized related functionality into understandable groups.
SaaS Product Design · UX Case Study
Salestaq — CRM & WhatsApp Platform
Designing a connected customer management and communication experience for growing businesses.
ProjectOverview
Salestaq is a CRM platform that brings customer management and WhatsApp communication together in one connected workspace. It helps businesses organize leads, manage customer conversations, track sales activities, and coordinate team workflows without switching between disconnected tools.
The design focuses on making customer information easier to access, conversations easier to manage, and business activities easier to track. Alongside the product interface, I designed the marketing website to communicate Salestaq’s capabilities and help potential customers understand the value of the platform.
Project details
- Project
- Salestaq
- Category
- CRM · SaaS · Business Software
- Role
- Product Designer / UI UX Designer
- Deliverables
- Product flows, UI screens, marketing website
- Primary focus
- Customer management and communication workflows
My Role & Scope
My work covered the product experience across its core feature areas, from structuring workflows to designing the interface and presenting the platform through its marketing website. I focused on organizing complex functionality into clear, understandable experiences that support everyday business tasks.
Product flows &
Product UI design
Designed screens for CRM management, WhatsApp communication, team collaboration, and business insights.
Marketing website design
Presented the platform’s capabilities through feature categories, product previews, benefit-led messaging, and clear calls to action.
The Challenge
Salestaq brings together several business activities that are often handled separately. Customer records, sales pipelines, WhatsApp conversations, team assignments, and reporting all require different types of information and interactions.
The design challenge was to make these capabilities feel like one coherent product without overwhelming users with too many features or competing interface elements.
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Connected workflows
How might we bring customer records and WhatsApp conversations into one connected workflow?
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Customer context
How can teams understand customer context without repeatedly switching between screens?
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Feature discoverability
How can we organize a broad set of features so users can find the right tools quickly?
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Product communication
How can we communicate a complex SaaS product clearly through its marketing website?
UX Goals & Strategy
Turning product complexity into a clear, connected experience.
Primary UX Goals
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Create a connected view of customer information and conversations.
Bring customer data, sales activity and WhatsApp conversations together in a single view.
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Make common CRM and communication tasks easier to locate.
Help users quickly find and complete everyday tasks without unnecessary clicks.
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Organize features into meaningful categories.
Group related tools so the platform feels structured and easy to navigate.
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Help users understand the product before starting a trial.
Clearly communicate key features and benefits through the marketing website.
Design Strategy
Unify the workspace
Present customer management, WhatsApp communication, team productivity, and analytics as connected parts of one platform.
Preserve customer context
Bring customer details, conversation history, notes, tags, and team assignments together around the communication workflow.
Structure feature discovery
Group related tools into categories and provide dedicated feature explanations.
Make onboarding understandable
Break initial setup into six simple steps rather than presenting the entire setup process at once.
Product Experience & Key Design Decisions
A closer look at key areas of the product and the design decisions that shaped the experience.
01Business Workspace
One connected business workspace
Bring core business activities together.
Salestaq combines CRM management, customer communication, team productivity, and business insights in one platform.
Design focus
Establish a clear dashboard hierarchy so users can understand important business information and navigate to relevant workflows.
02Communication
WhatsApp integration & shared inbox
Keep conversations connected to customer context.
The WhatsApp experience brings conversation history alongside customer information, team assignments, internal notes, tags, and activity history.
Design focus
Support a more contextual communication workflow, with shared inbox functionality, broadcast messaging, message templates, and quick replies.
One CRM
Manage all your customer data, leads, deals, and activities in one organized workspace.
Built-in WhatsApp
Chat with customers on WhatsApp directly from your CRM and keep every conversation connected.
Real-Time Collaboration
Work together as a team, assign tasks, share updates and close deals faster together.
Secure Cloud Platform
Your data is protected with enterprise-grade security and accessible anytime, anywhere.
03Feature Architecture
Feature architecture & discoverability
Organize complexity into clear groups.
The website groups product capabilities into four categories: CRM Management, WhatsApp Communication, Team Productivity, and Business Insights.
Design focus
Give each feature area a recognizable place, helping visitors understand the breadth of the product without encountering one long, unstructured list.
04Onboarding
Guided onboarding
Break setup into manageable steps.
The website communicates a six-step getting-started journey: create an account, create an organization, start a free trial, connect WhatsApp, import contacts, and start messaging customers.
Design focus
Make the initial setup sequence visible and understandable before users commit to exploring the platform.
Get Started in 6 Simple Steps
Create Account
Sign up with your email and verify your account.
Create Organization
Set up your organization and invite your team members.
Start Free Trial
Activate your 7-day free trial with full feature access.
Connect WhatsApp
Link your WhatsApp Business account in just a few clicks.
Import Contact
Import existing customers and start working instantly.
Start Messaging Customers
Manage leads, conversations, tasks, and sales from one place.
05Smart Lead Capture
Reduce repetitive contact entry
From business card to CRM contact.
The website highlights scanning a business card, extracting contact details, and creating a CRM contact.
Design focus
Present a clear path from capturing contact information to storing it in the CRM, reducing reliance on manual typing.
Design Outcomes
What the Design Delivers
A more connected product experience, with clearer workflows and a more understandable path from discovery to setup.
A more coherent product structure
Related CRM, communication, collaboration, and analytics capabilities are presented as parts of one platform.
Customer context within conversations
The designed experience brings relevant customer information and communication history together.
Clearer feature discovery
Grouped feature categories and dedicated website sections help explain what the platform offers.
A visible setup journey
The six-step onboarding presentation explains the sequence for getting started.