Harp
Harp is an advanced CRM platform with built-in smart analytics that helps businesses understand, engage, and grow their customer base. Powered by AI, it identifies patterns in customer behavior, predicts needs, and automates tasks like lead scoring and personalized follow-ups. This allows teams to save time, make smarter decisions, and focus on what matters most. With Harp, businesses can connect with the right people at the right time. The result is stronger, more meaningful customer relationships.
CLIENT
Harp Inc.
CLIENT
Harp Inc.
CLIENT
Harp Inc.
Role
UX Designer
Role
UX Designer
Role
UX Designer
Summary
Summary
Summary
This project aimed to build a unified platform that brings together customer relationship management, product analytics, and marketing automation.
Harp CRM uses AI to make everyday tasks like lead scoring, customer follow-ups, and behavior tracking easier and faster. Instead of juggling multiple tools, users get everything in one place—making their workflow simpler and more efficient.
This project aimed to build a unified platform that brings together customer relationship management, product analytics, and marketing automation.
Harp CRM uses AI to make everyday tasks like lead scoring, customer follow-ups, and behavior tracking easier and faster. Instead of juggling multiple tools, users get everything in one place—making their workflow simpler and more efficient.
This project aimed to build a unified platform that brings together customer relationship management, product analytics, and marketing automation.
Harp CRM uses AI to make everyday tasks like lead scoring, customer follow-ups, and behavior tracking easier and faster. Instead of juggling multiple tools, users get everything in one place—making their workflow simpler and more efficient.
Problem Statement
Problem Statement
Problem Statement
Before Harp CRM, businesses struggled with:
Constantly switching between separate tools for CRM, analytics, and marketing.
Scattered data that made it difficult to get a clear view of customer behavior and product performance.
Running marketing campaigns across different channels without a unified system.
Poor integration between tools, leading to data silos and inconsistent decision-making.
Without AI-powered insights, teams also missed opportunities to automate tasks, personalize experiences, and make proactive business decisions based on real-time data.
Before Harp CRM, businesses struggled with:
Constantly switching between separate tools for CRM, analytics, and marketing.
Scattered data that made it difficult to get a clear view of customer behavior and product performance.
Running marketing campaigns across different channels without a unified system.
Poor integration between tools, leading to data silos and inconsistent decision-making.
Without AI-powered insights, teams also missed opportunities to automate tasks, personalize experiences, and make proactive business decisions based on real-time data.
Before Harp CRM, businesses struggled with:
Constantly switching between separate tools for CRM, analytics, and marketing.
Scattered data that made it difficult to get a clear view of customer behavior and product performance.
Running marketing campaigns across different channels without a unified system.
Poor integration between tools, leading to data silos and inconsistent decision-making.
Without AI-powered insights, teams also missed opportunities to automate tasks, personalize experiences, and make proactive business decisions based on real-time data.
Goals
Goals
Goals
The primary goals of designing Harp CRM were to:
Simplify the management of customer relationships for businesses.
Provide deep insights into product performance through integrated analytics.
Increase overall efficiency and satisfaction by eliminating the need for multiple disconnected tools.
The primary goals of designing Harp CRM were to:
Simplify the management of customer relationships for businesses.
Provide deep insights into product performance through integrated analytics.
Increase overall efficiency and satisfaction by eliminating the need for multiple disconnected tools.
The primary goals of designing Harp CRM were to:
Simplify the management of customer relationships for businesses.
Provide deep insights into product performance through integrated analytics.
Increase overall efficiency and satisfaction by eliminating the need for multiple disconnected tools.
Research
Research
Research
Market Analysis
I began the research phase with a thorough analysis of the market to understand the landscape of CRM tools, product analytics platforms, and marketing automation solutions. I evaluated competitors such as Salesforce, HubSpot, Amplitude, Mixpanel, Make and Zapier to identify their strengths and weaknesses.
User Research
To ensure that the design would align with user needs, I conducted interviews and surveys with potential users, including small business owners, product managers, and marketing professionals. My goal was to gather insights into their daily workflows, pain points, and expectations from a CRM, analytics, and marketing automation tool. Key findings included:
Fragmented Workflows: Users often had to switch between multiple tools to manage customer relationships, analyze product performance, and run marketing campaigns. This led to inefficiencies and potential errors.
Data Silos: The separation of CRM data from analytics and marketing automation created data silos, making it difficult for users to get a comprehensive view of their customers and products.
Complexity: Many existing tools were perceived as overly complex, especially for small businesses with limited resources, making it challenging to fully utilize their features.
Market Analysis
I began the research phase with a thorough analysis of the market to understand the landscape of CRM tools, product analytics platforms, and marketing automation solutions. I evaluated competitors such as Salesforce, HubSpot, Amplitude, Mixpanel, Make and Zapier to identify their strengths and weaknesses.
User Research
To ensure that the design would align with user needs, I conducted interviews and surveys with potential users, including small business owners, product managers, and marketing professionals. My goal was to gather insights into their daily workflows, pain points, and expectations from a CRM, analytics, and marketing automation tool. Key findings included:
Fragmented Workflows: Users often had to switch between multiple tools to manage customer relationships, analyze product performance, and run marketing campaigns. This led to inefficiencies and potential errors.
Data Silos: The separation of CRM data from analytics and marketing automation created data silos, making it difficult for users to get a comprehensive view of their customers and products.
Complexity: Many existing tools were perceived as overly complex, especially for small businesses with limited resources, making it challenging to fully utilize their features.
Market Analysis
I began the research phase with a thorough analysis of the market to understand the landscape of CRM tools, product analytics platforms, and marketing automation solutions. I evaluated competitors such as Salesforce, HubSpot, Amplitude, Mixpanel, Make and Zapier to identify their strengths and weaknesses.
User Research
To ensure that the design would align with user needs, I conducted interviews and surveys with potential users, including small business owners, product managers, and marketing professionals. My goal was to gather insights into their daily workflows, pain points, and expectations from a CRM, analytics, and marketing automation tool. Key findings included:
Fragmented Workflows: Users often had to switch between multiple tools to manage customer relationships, analyze product performance, and run marketing campaigns. This led to inefficiencies and potential errors.
Data Silos: The separation of CRM data from analytics and marketing automation created data silos, making it difficult for users to get a comprehensive view of their customers and products.
Complexity: Many existing tools were perceived as overly complex, especially for small businesses with limited resources, making it challenging to fully utilize their features.
Design Approach
Design Approach
Design Approach
Ideation and Conceptualization: I began by brainstorming and sketching concepts to design a unified platform integrating CRM, analytics, and marketing automation. The focus was on key features tailored to Sarah, Mike, and Lisa while ensuring an intuitive user experience.
Wireframing: Created wireframes to outline the layout and structure of CRM management, analytics dashboards, and marketing automation interfaces.
Prototyping: Developed interactive prototypes for user testing, focusing on usability and feature integration.
User Testing: Conducted usability testing with key personas to gather feedback and refine the design.
Final Refinement: Made adjustments based on feedback, ensuring a seamless and accessible user experience.
Ideation and Conceptualization: I began by brainstorming and sketching concepts to design a unified platform integrating CRM, analytics, and marketing automation. The focus was on key features tailored to Sarah, Mike, and Lisa while ensuring an intuitive user experience.
Wireframing: Created wireframes to outline the layout and structure of CRM management, analytics dashboards, and marketing automation interfaces.
Prototyping: Developed interactive prototypes for user testing, focusing on usability and feature integration.
User Testing: Conducted usability testing with key personas to gather feedback and refine the design.
Final Refinement: Made adjustments based on feedback, ensuring a seamless and accessible user experience.
Ideation and Conceptualization: I began by brainstorming and sketching concepts to design a unified platform integrating CRM, analytics, and marketing automation. The focus was on key features tailored to Sarah, Mike, and Lisa while ensuring an intuitive user experience.
Wireframing: Created wireframes to outline the layout and structure of CRM management, analytics dashboards, and marketing automation interfaces.
Prototyping: Developed interactive prototypes for user testing, focusing on usability and feature integration.
User Testing: Conducted usability testing with key personas to gather feedback and refine the design.
Final Refinement: Made adjustments based on feedback, ensuring a seamless and accessible user experience.
Visual Design
Visual Design
Visual Design
The final design featured a clean and modern interface with a focus on ease of use. The color scheme was chosen to convey trust and reliability, while the typography was selected for readability on mobile devices.
The final design featured a clean and modern interface with a focus on ease of use. The color scheme was chosen to convey trust and reliability, while the typography was selected for readability on mobile devices.
The final design featured a clean and modern interface with a focus on ease of use. The color scheme was chosen to convey trust and reliability, while the typography was selected for readability on mobile devices.
Collaboration and Challenges
Collaboration and Challenges
Collaboration and Challenges
I worked closely with the front-end developer to ensure that the design was implemented as envisioned. Regular check-ins and reviews were conducted to address any issues promptly. One of the main challenges was ensuring that the loan application process was secure yet easy to navigate. We overcame this by incorporating multi-step authentication that didn't overwhelm the user.
I worked closely with the front-end developer to ensure that the design was implemented as envisioned. Regular check-ins and reviews were conducted to address any issues promptly. One of the main challenges was ensuring that the loan application process was secure yet easy to navigate. We overcame this by incorporating multi-step authentication that didn't overwhelm the user.
I worked closely with the front-end developer to ensure that the design was implemented as envisioned. Regular check-ins and reviews were conducted to address any issues promptly. One of the main challenges was ensuring that the loan application process was secure yet easy to navigate. We overcame this by incorporating multi-step authentication that didn't overwhelm the user.
Outcomes & Lessons Learned
Outcomes & Lessons Learned
Outcomes & Lessons Learned
The app went live and gained strong traction early on. In the first three months, user engagement grew by 40%, and loan application completions increased by 25%. People said the app made it easier and less stressful to manage their healthcare finances.
The stakeholders were really happy with the final product. They especially liked how simple the design felt and how well it tackled the real problems users were facing.
One big takeaway from this project was how important it is to involve users from the start. Testing early and often helped us shape the app into something that actually worked for the people using it.
The app went live and gained strong traction early on. In the first three months, user engagement grew by 40%, and loan application completions increased by 25%. People said the app made it easier and less stressful to manage their healthcare finances.
The stakeholders were really happy with the final product. They especially liked how simple the design felt and how well it tackled the real problems users were facing.
One big takeaway from this project was how important it is to involve users from the start. Testing early and often helped us shape the app into something that actually worked for the people using it.
The app went live and gained strong traction early on. In the first three months, user engagement grew by 40%, and loan application completions increased by 25%. People said the app made it easier and less stressful to manage their healthcare finances.
The stakeholders were really happy with the final product. They especially liked how simple the design felt and how well it tackled the real problems users were facing.
One big takeaway from this project was how important it is to involve users from the start. Testing early and often helped us shape the app into something that actually worked for the people using it.
