...

Understanding & Validating
The Product Idea of Emroll CRM

$100k+

Revenue Growth

3x

Growth in Higher Conversion Rate

30%

Higher Lead Generation

20%

Growth in Customer Accusation

emroll crm case study

Industry

Startup

Product Type

Web App

Our Role

Research, UX, UI

Geography

India

About Emroll

Annie is a boon to Solopeuners, Freelancers, or SMEs. It helps boost productivity by Automating the process of Managing Leads, Project timesheets to Generating and Managing Invoices in one place.

Scope of Project

Brainstorming the current Sales Cycle to define a seamless UX design

Web App Visual Design centered on google material design principles

Automating the process of Prospecting → Deals → Invoice

Challenges

Emroll CRM, though feature-rich, lacked a user-focused UX/UI, leading to negative feedback and client churn to competitors with better usability. As the company aimed to enter international markets, it needed a minimal, enterprise-grade design overhaul and a reliable frontend team to transform its outdated interface into a modern, scalable platform.

Solutions

CodeTheorem redesigned Emroll CRM with a sleek, enterprise-grade UX/UI tailored to global standards, enhancing usability and boosting user retention. Our frontend team ensured precise implementation, creating a responsive, functional platform. This transformation revitalized Emroll CRM’s identity, enabling it to compete internationally and win back user trust with a superior experience.

Dive into Our Success Stories

Process/Approach

Understanding Sales Life Cycle

In the discovery phase, we kicked off with user interviews with the CEOs, Business Beads, and lead generation experts to identify the key challenges. Simultaneously, we researched the existing CRM platforms available & their UX flows.

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Redefining user flow & initial user testing

Utilizing the research outcomes, we redefine and optimize the user flows to iterate wireframes identifying the areas of improvement. Here, we focused on the core functionality i.e., the primary actions that include inputting and managing the prospect data, lead, timesheet, and invoices.

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Wireframe design

Based on the interviews, we’ve tested the list of requirements to check their feasibility by forming user flows & then we generate the wireframes. After numerous iterations, we achieved the deliverable that passes the usability testing.

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Visual Design

The dashboard design is simplified to make the data accessible which elevates business decisions. Building a seamless experience that makes users’ daily processes agile. The self-explanatory design meets the user expectations- easy to operate and requires minimum effort to get the work done.

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Design Style

emroll design style

Outcome

Conducting real-time user testing with clickable prototypes we contrived a user-focused design.  Primarily, the reporting dashboard frames all the details of the sales pipeline.

 

The sleek user flow was built that required minimum effort and easy data access. And the automated outreach and email & calendar integration help reduce time on lead generation.

What Our Clients
Say About Us

clutch rating
testimonial icon
★★★★★

We were impressed with their dedication to going the extra mile to understand our needs and vision.

The project was delivered on time and met all expectations. The detail-oriented team invested time to understand our vision and remained flexible with requests and scope changes throughout. Their dedication to client satisfaction and genuine interest in our business truly stood out.

Aditya Achlerkar
CEO, Expandx.in
★★★★★

Highly recommended for any UI/UX Design and Development project.

Code Theorem team's clickable wireframes showcase impressive versatility, adapting seamlessly to diverse markets in the US, Europe, and Asia. Their global perspective and user-focused approach make them an invaluable asset.

Anonymous
US Based Custom Software Development Company
★★★★★

Timely delivery with full alignment to the original brief.

Code Theorem's work consistently exceeded our expectations, receiving positive feedback from our team. Their high-quality drafts and regular updates kept us aligned every step of the way. Their commitment to excellence and collaborative culture truly set them apart, with clear communication through virtual meetings, email, and messaging.

Florian Gaudel
CEO, Standard Insights
★★★★★

Flexible, Open to Feedback, and Always Ready to Connect.

Code Theorem has greatly improved our click-through rates and user engagement. Their sleek design, seamless navigation, and proactive support have been outstanding.

Nitin Shrivastav
iSpark IT Services Pvt Ltd
★★★★★

Quick Responses, Flawless Deliverables Every Time.

Code Theorem has consistently driven measurable improvements in user satisfaction, usability, and engagement. Their team ensures smooth communication with regular emails and virtual meetings, fostering an efficient workflow. We're impressed by their rapid execution, minimal revisions, and patience at every step.

Anonymous
CEO at Mobile App Development Agency
★★★★★

Grateful for the exceptional work and stunning design delivered for our product.

Code Theorem crafted a user-friendly and visually appealing site that has received enthusiastic feedback from our visitors. Their team demonstrated a deep understanding of our vision, bringing it to life in a way that resonates perfectly with our audience.

Neha Ramdasan
Project Manager, IntroMagic
★★★★★

They transformed the UI into something truly unique, far beyond a typical bootstrap look.

Code Theorem delivered a unique, custom-designed interface that has received positive user feedback. The team was consistently available and responsive, addressing our concerns and ensuring a truly tailored user experience beyond generic templates.

Puroshottam Kiri
Founder, Contenteum
★★★★★

Our collaboration with Code Theorem was smooth and seamless.

With an efficient website revamp and content crafted precisely to our specifications, the team at CodeTheorem demonstrated remarkable responsiveness. They quickly addressed each ad-hoc request and maintained an impressive turnaround time for new designs. Overall, they delivered exactly what we needed.

Karthik Rambhatla
Founder, InfoSec Compliance Company
★★★★★

We were impressed with their dedication to going the extra mile to understand our needs and vision.

The project was delivered on time and met all expectations. The detail-oriented team invested time to understand our vision and remained flexible with requests and scope changes throughout. Their dedication to client satisfaction and genuine interest in our business truly stood out.

Aditya Achlerkar
CEO, Expandx.in
★★★★★

Highly recommended for any UI/UX Design and Development project.

Code Theorem team's clickable wireframes showcase impressive versatility, adapting seamlessly to diverse markets in the US, Europe, and Asia. Their global perspective and user-focused approach make them an invaluable asset.

Anonymous
US Based Custom Software Development Company
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