Guilda CRM

Guilda's logo on a blurred interface screenshot

The problem

SMBs often encounter a common problem: sales teams not synchronized with delivery and other support areas. This can lead to scattered efforts, slowing down sales and deliveries. Additionally, typical CRM systems can be expensive when they charge per user, making it difficult to collaborate effectively.

The solution

Guilda solves these problems by offering a CRM solution with integrated goal management, allowing users to define and track objectives, and ensuring that all areas of the business work in harmony to boost sales and deliveries without the burden of user-based expenses.

https://guildacrm.com.br/?utm_source=b-r.uno

Process

The challenge was understanding the process and the roles of veterinarians, x-ray/ultrasound technicians, and their clients to create valuable tools to make the work more efficient and faster.

After we understood the process, we created a technical proposal considering their context and available budget to deliver the first MVP within less than two months.

UI Highlights

An INDEX of clinics using a card oriented layout.
An INDEX of clinics using a card oriented layout.
The list of tickets (solicited analysis).
The list of tickets (solicited analysis).
The dashboard with main indicators and a bar chart.
The dashboard with main indicators and a bar chart.

Results

Our strategy proved successful because the client could address the main problem with the MVP, which allowed business growth and platform evolution.

After the first release, the client kept investing in the product so that we could create additional features, including more user profiles, dashboards, and a reporting tool.

Super thoughtful, experienced, and competent. They meet deadlines and offer a high-quality product, in addition to providing fast and accurate support. They created a system that met all my needs and my company's, resulting in productivity increase and financial return. I recommend them to everyone.
– Maíra Clemente, businesswoman
They offer excellent service, clever ideas, fast delivery, and professional attention. Creating solutions and technologies for my company with Lefty Ventures increased my productivity and dynamics, taking my business to another professional level. I have to thank you.
– Teresa Carneiro, businesswoman

Timeframe

December 2022 to July 2022

Status

In private beta

Company

Lefty Ventures + Partners

Client

Bootstrapped product

Main role

Solo product designer

Activities

  • Product Design, from discovery to wireframes and high fidelity prototypes using Figma
  • Designed and developed the product's blog and help platform using Jekyll, Bootstrap, and Netlify with GitHub CI/CD
  • Brand design, from naming to visual identity