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Fiverr Pro
English
$
USD
I will design a custom CRM dashboard and client management workflow
Arthur Cady
About this gig
Bring your leads, clients and next actions into one clear CRM design. For $500, I will map one sales or client-management workflow and design a focused desktop interface around the way your business works.
The package includes one workflow map, up to 5 unique desktop screen designs, one simple custom dashboard graphic, editable source files and handoff notes. Example screens include a dashboard, lead list, contact record, pipeline and task view. We will agree the screen list and editable file format before work starts.
This is a CRM interface design and specification project. It excludes a clickable prototype, working application, backend development, hosting, data migration, software subscriptions and third-party integrations. Those require a separate scope and quote. Portfolio screenshots show previous application work; this package delivers design files.
Supply your workflow, required fields, user roles, brand assets and anonymized sample records. Two revision rounds are included within the agreed workflow and screens.
Message me through Fiverr with your process and must-have features to confirm scope. The $500 price is a one-time project fee.
Delivery style preference
Please inform the freelancer of any preferences or concerns regarding the use of AI tools in the completion and/or delivery of your order.
Get to know Arthur Cady
Arthur Cady
Building things
- FromUnited States
- Member sinceSep 2018
- Avg. response time1 hour
- Last delivery5 years
Languages
English
I have decades of tech experience and website building skills, as well as business consulting experience. I can help your business navigate the online world and day to day operations.
FAQ
Is this a working CRM or clickable prototype?
No. This $500 package delivers a workflow map, interface designs, editable source files and handoff notes. A clickable prototype or working CRM application requires a separately agreed project.
What does one screen mean?
One unique desktop page layout, such as a dashboard, lead list or client record. Additional screens, mobile layouts and interface states must be agreed separately.
What files and revisions are included?
You receive editable design source in the format agreed before work starts, plus handoff notes. Two revision rounds cover changes within the agreed workflow and five screens.
Can you use my existing customer data?
Please provide anonymized sample records. This allows the fields and layouts to be designed without exposing private customer information.
