Mobile App | Customer
CRM
This CRM project will centralize customer data, streamline scheduling, and enhance communication. With a unified database, automated scheduling, and messaging tools, it provides real-time updates and insights, improving efficiency and customer satisfaction. Role-based access ensures data security.
About the project
CONTEXTUAL STUDIES
The CRM project is user-centric, focusing on the needs of customers and managers. It streamlines appointment scheduling, enhances customer convenience with automated reminders, and ensures a consistent, high-quality experience. Real-time updates and personalized communication strengthen brand reputation and customer loyalty. Integrated messaging tools facilitate direct communication, enhancing engagement through regular updates and personalized offers.
TARGET AUDIENCES
Customers: The CRM offers easy scheduling, automated reminders, personalized services, and direct communication with clinic staff, enhancing convenience and engagement.
Managers: It provides centralized data management, real-time updates, data-driven insights, and role-based access controls, ensuring efficiency, security, and improved service quality across all branches.

"I want a hassle-free dining experience where I can make reservations quickly, track my rewards, and get timely updates and offers right from my phone."
User persona
LINH TRAN
Age:
23
Occupation:
Marketing
Status:
Single
Tech literate:
High
Location:
Vietnam
BIO | BACK STORY
Linh is a busy marketing executive who frequently dines out and values convenience and quick service. She uses her mobile phone for almost everything, from ordering food to making reservations. Linh is tech-savvy and prefers businesses that offer seamless mobile experiences.
FRUSTRATION | PAIN POINT
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Long wait times for reservations.
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Difficulty in keeping track of loyalty points and offers.
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Limited options for quick communication with restaurants.
GOAL | CORE NEEDS | IDEAL EXPERIENCE
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Easy and quick reservation process.
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Real-time updates on reservation status.
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Personalized offers and loyalty rewards accessible via mobile app.
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Instant communication with restaurant staff for special requests.
ADDITIONAL INFORMATION
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Prefers visual, user-friendly interfaces.
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Values timely notifications and reminders.
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Enjoys personalized experiences based on past interactions.
Sitemap

Style Guide
TYPOGRAPHY
Open Sans was chosen for the CRM's typeface due to its versatile and approachable qualities. It provides a clean, modern aesthetic that ensures readability and effective hierarchy, contributing to a user-friendly yet professional interface. The use of Open Sans strikes a perfect balance, aligning well with the CRM's goal of enhancing customer relationships and management efficiency.
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COLOR PALETTE
The color theme for the CRM web app will be tailored to match each brand's unique identity, ensuring a cohesive and visually appealing interface. By aligning the color scheme with the specific branding of each client, the CRM app will maintain consistency and enhance brand recognition. This flexibility in color adaptation not only fosters a positive user experience but also reinforces the professional image of the application, making it seamlessly integrate with various brands.
Functions
Customer Relationship Management (CRM) offers a robust suite of tools designed to enhance customer interactions and streamline business processes. The customer app includes features for managing reservations, tracking loyalty rewards, and receiving personalized offers, ensuring a seamless and engaging user experience. Real-time updates and notifications keep customers informed, while integrated communication tools facilitate direct interactions with business staff.
The app also provides insightful analytics to help businesses understand customer behavior and preferences. Workflow automation reduces manual tasks, and secure data management ensures privacy. With its user-friendly interface and scalable design, the CRM customer app adapts to the needs of growing businesses.
News & Events
The CRM's News & Events feature keeps customers informed about the latest updates, promotions, and upcoming events. By providing timely and relevant information, it enhances customer engagement and ensures they are always in the loop with what's happening at your business.
Accumulate Points
The CRM's Accumulated Points system rewards customers for their loyalty. Customers can easily track their points and redeem them for exclusive rewards, fostering repeat business and enhancing customer satisfaction through a gamified loyalty program.
Coupons & Vouchers
The Coupons & Vouchers feature allows businesses to offer special discounts and promotional deals. Customers can effortlessly access and redeem these offers, increasing their satisfaction and encouraging more frequent visits.
Products Listings
The CRM's Products Listings feature provides a comprehensive catalog of available products and services. Customers can browse through detailed descriptions, prices, and availability, making it easier for them to make informed purchasing decisions and enhancing their overall shopping experience.
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