Redesigning a B2B CRM for International Market Entry

$100k+

Revenue Growth

Growth in Higher Conversion Rate

30%

Higher Lead Generation

20%

Growth in Customer Accusation

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markets, it needed a minimal, enterprise-grade design overhaul and a reliable frontend team to transform its outdated interface into a modern, scalable platform.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.

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.

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.

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.

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

Verified by clutch

"Highly recommended for any digital design and development project."

We work across the US, Europe, and Asia, and this team adapted to each market without losing quality. That global fluency made a real difference as we expanded.

Anonymous

US Based Custom Software Development Company

"Timely delivery with full alignment to the original brief."

Every deadline was hit, and nothing drifted from what we originally asked for. Regular updates meant no surprises just steady, high-quality progress from start to finish.

Florian Gaudel

CEO, Standard Insights

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

Our numbers moved engagement, performance, all of it not long after we started working together. Feedback was never brushed off; it actually shaped the next round of work.

Nitin Shrivastav

iSpark IT Services Pvt Ltd

"Quick Responses, Flawless Deliverables Every Time."

Fewer revisions, faster execution, better numbers across usability and engagement. Communication stayed tight throughout a quick check-in was usually all it took to keep things moving.

Anonymous

CEO at Mobile App Development Agency

"Grateful for the exceptional work and thoughtful design delivered for our product."

Users noticed the difference immediately, and the feedback has been overwhelmingly positive. What stood out most was how well the team understood what we were building before they even started designing.

Neha Ramdasan

Project Manager, IntroMagic

"They transformed my product into something truly unique far beyond a generic look."

No templates, no shortcuts just a custom-built experience that actually felt like ours. Users picked up on it right away, and the team stayed responsive any time we needed a tweak.

Puroshottam Kiri

Founder, Contenteum

"Our collaboration with Code Theorem was smooth and seamless."

They delivered exactly what we asked for and stayed responsive the whole way through. Ad-hoc requests never slowed things down turnaround stayed fast even.

Karthik Rambhatla

Founder, InfoSec Compliance Company

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

On time, on brief, and genuinely invested in getting it right. When our scope shifted partway through, the team adjusted without missing a beat.

Aditya Achlerkar

CEO, Expandx.in

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