Minh Ngoc
portfolio

Kard Engage - CRM Platform

The Kard Engage primarily functions as a CRM and customer support system, enabling users to manage support tickets, resolve issues, and assign task to staffs in charge. Additionally, it is also a platform for the sales department to oversee their contacts from lead to prospect.

My Role: UX/UI Designer

Estimation: 3 months

Team size: 01 PO, 01 PM, 02 BE, 02 FE, 01 UX/UI Designer

Industry: Customer Resources Management (CRM)

problem statement and solution

Many businesses struggle with managing customer interactions effectively, leading to slow response times, unresolved issues, and missed sales opportunities. The Kard Engage tackles this problem by offering a combined CRM and customer support system. This allows businesses to streamline communication by centralizing support tickets, task assignment, and customer data. The Kard Engage platform also provides a sales pipeline for managing leads and prospects, ensuring a smoother transition from initial contact to closed deals.

goal

target audiences

Kard Engage aims to be a one-stop shop for businesses looking to improve customer interactions and boost sales. It tackles the common challenge of siloed communication and inefficient workflows by offering a combined CRM and customer support system. This empowers both customer support and sales teams. Support agents can streamline their work through centralized ticketing, task assignment, and collaboration tools. Sales reps leverage the CRM functionality to manage contacts, nurture leads through the pipeline, and track conversions, ultimately leading to happier customers, a more efficient team, and increased revenue.

design system

In order to maintain a seamless and reliable user experience across all Kard Engage platforms, I spearheaded the development of a comprehensive design system. This system establishes a set of core principles, UI components, and design guidelines. By implementing this framework, we guarantee consistent visuals, intuitive interaction patterns, and overall user satisfaction with Kard Engage.

User flow

I map each step users take, ensuring a smooth journey for both support agents and sales reps. This translates to effortless task assignment, intuitive lead pipeline navigation, and ultimately, increased productivity. But it's not just about internal efficiency; well-designed user flows anticipate customer needs, guiding them towards swift resolution

Features

Alongside key decision-makers, I spearheaded the design for Kard Engage, a unified platform designed to streamline customer interactions and sales workflows. By prioritizing user needs, we crafted a powerful CRM and customer support system. This empowers support teams with centralized ticketing and task management, while equipping sales reps with a comprehensive lead pipeline. Kard Engage simplifies communication, boosts efficiency, and ultimately drives customer satisfaction and sales growth.