CRM Dashboard Design
CRM Dashboard Design
PrimeX CRM Dashboard Redesign
PrimeX CRM Dashboard Redesign
PrimeX CRM Dashboard Redesign
PrimeX CRM Dashboard Redesign
PrimeX CRM Dashboard Redesign
PrimeX CRM Dashboard Redesign
Year
Year
Year
Year
Year
Year
2025
2025
2025
2025
2025
2025
Client
Client
Client
Client
Client
Client
PrimeX Capital
PrimeX Capital
PrimeX Capital
PrimeX Capital
PrimeX Capital
PrimeX Capital
Tools
Tools
Tools
Tools
Tools
Tools
Figma
Figma
Figma
Figma
Figma
Figma
Link
Link
Link
Link
Link
Link
liftbuddy.com
liftbuddy.com
Primexcapital.com
liftbuddy.com
liftbuddy.com
liftbuddy.com
liftbuddy.com
Client
Client
Client
Client
Client
Client
Client: PrimexCapital – A fintech company specializing in trading services.
Client: PrimexCapital – A fintech company specializing in trading services.
Client: PrimexCapital – A fintech company specializing in trading services.
Client: PrimexCapital – A fintech company specializing in trading services.
Client: PrimexCapital – A fintech company specializing in trading services.
Client: PrimexCapital – A fintech company specializing in trading services.
Client: PrimexCapital – A fintech company specializing in trading services.
Challenges
Challenges
Challenges
Challenges
Challenges
Challenges
Fragmented User Experience
Core trading features were scattered across the platform, making user journeys unclear and disjointed.Steep Learning Curve for New Traders
Lack of guided flows and contextual support made onboarding and early usage challenging.Low Post-Transaction Engagement
The platform focused mainly on transactions, offering little value beyond trade execution.No Community or Interaction Layer
Absence of shared spaces limited trust, collaboration, and long-term engagement.Scalability Constraints
Undefined flows and weak information hierarchy made future feature expansion risky.
Fragmented User Experience
Core trading features were scattered across the platform, making user journeys unclear and disjointed.Steep Learning Curve for New Traders
Lack of guided flows and contextual support made onboarding and early usage challenging.Low Post-Transaction Engagement
The platform focused mainly on transactions, offering little value beyond trade execution.No Community or Interaction Layer
Absence of shared spaces limited trust, collaboration, and long-term engagement.Scalability Constraints
Undefined flows and weak information hierarchy made future feature expansion risky.
Fragmented User Experience
Core trading features were scattered across the platform, making user journeys unclear and disjointed.Steep Learning Curve for New Traders
Lack of guided flows and contextual support made onboarding and early usage challenging.Low Post-Transaction Engagement
The platform focused mainly on transactions, offering little value beyond trade execution.No Community or Interaction Layer
Absence of shared spaces limited trust, collaboration, and long-term engagement.Scalability Constraints
Undefined flows and weak information hierarchy made future feature expansion risky.
Fragmented User Experience
Core trading features were scattered across the platform, making user journeys unclear and disjointed.Steep Learning Curve for New Traders
Lack of guided flows and contextual support made onboarding and early usage challenging.Low Post-Transaction Engagement
The platform focused mainly on transactions, offering little value beyond trade execution.No Community or Interaction Layer
Absence of shared spaces limited trust, collaboration, and long-term engagement.Scalability Constraints
Undefined flows and weak information hierarchy made future feature expansion risky.
Fragmented User Experience
Core trading features were scattered across the platform, making user journeys unclear and disjointed.Steep Learning Curve for New Traders
Lack of guided flows and contextual support made onboarding and early usage challenging.Low Post-Transaction Engagement
The platform focused mainly on transactions, offering little value beyond trade execution.No Community or Interaction Layer
Absence of shared spaces limited trust, collaboration, and long-term engagement.Scalability Constraints
Undefined flows and weak information hierarchy made future feature expansion risky.
Fragmented User Experience
Core trading features were scattered across the platform, making user journeys unclear and disjointed.Steep Learning Curve for New Traders
Lack of guided flows and contextual support made onboarding and early usage challenging.Low Post-Transaction Engagement
The platform focused mainly on transactions, offering little value beyond trade execution.No Community or Interaction Layer
Absence of shared spaces limited trust, collaboration, and long-term engagement.Scalability Constraints
Undefined flows and weak information hierarchy made future feature expansion risky.
Conclusion
Conclusion
Conclusion
Conclusion
Conclusion
Conclusion
Clearly Defined User Journeys
Structured the experience around intentional flows to reduce complexity and improve clarity.Unified Trading Flow
Consolidated account management, balances, history, and trade execution into one seamless journey.Integrated Learning Flow
Embedded educational resources and insights to support continuous user growth within the CRM.Community-Driven Experience
Introduced interaction and shared learning spaces to build trust and long-term engagement.User-Centered Interface & IA
Simplified navigation and reorganized content around user goals for faster decision-making.
Clearly Defined User Journeys
Structured the experience around intentional flows to reduce complexity and improve clarity.Unified Trading Flow
Consolidated account management, balances, history, and trade execution into one seamless journey.Integrated Learning Flow
Embedded educational resources and insights to support continuous user growth within the CRM.Community-Driven Experience
Introduced interaction and shared learning spaces to build trust and long-term engagement.User-Centered Interface & IA
Simplified navigation and reorganized content around user goals for faster decision-making.
Clearly Defined User Journeys
Structured the experience around intentional flows to reduce complexity and improve clarity.Unified Trading Flow
Consolidated account management, balances, history, and trade execution into one seamless journey.Integrated Learning Flow
Embedded educational resources and insights to support continuous user growth within the CRM.Community-Driven Experience
Introduced interaction and shared learning spaces to build trust and long-term engagement.User-Centered Interface & IA
Simplified navigation and reorganized content around user goals for faster decision-making.
Clearly Defined User Journeys
Structured the experience around intentional flows to reduce complexity and improve clarity.Unified Trading Flow
Consolidated account management, balances, history, and trade execution into one seamless journey.Integrated Learning Flow
Embedded educational resources and insights to support continuous user growth within the CRM.Community-Driven Experience
Introduced interaction and shared learning spaces to build trust and long-term engagement.User-Centered Interface & IA
Simplified navigation and reorganized content around user goals for faster decision-making.
Clearly Defined User Journeys
Structured the experience around intentional flows to reduce complexity and improve clarity.Unified Trading Flow
Consolidated account management, balances, history, and trade execution into one seamless journey.Integrated Learning Flow
Embedded educational resources and insights to support continuous user growth within the CRM.Community-Driven Experience
Introduced interaction and shared learning spaces to build trust and long-term engagement.User-Centered Interface & IA
Simplified navigation and reorganized content around user goals for faster decision-making.
Clearly Defined User Journeys
Structured the experience around intentional flows to reduce complexity and improve clarity.Unified Trading Flow
Consolidated account management, balances, history, and trade execution into one seamless journey.Integrated Learning Flow
Embedded educational resources and insights to support continuous user growth within the CRM.Community-Driven Experience
Introduced interaction and shared learning spaces to build trust and long-term engagement.User-Centered Interface & IA
Simplified navigation and reorganized content around user goals for faster decision-making.
Result & Accomplishment
Result & Accomplishment
Result & Accomplishment
Result & Accomplishment
Result & Accomplishment
Result & Accomplishment
Improved Usability & Efficiency
Clear flows reduced friction and cognitive load across trading and account actions.Higher User Engagement
Learning and community features encouraged users to stay active beyond transactions.Stronger User Adoption
Guided journeys improved onboarding and retention for both new and experienced traders.Scalable UX Foundation
Modular structure enables future feature growth without compromising usability.End-to-End CRM Enhancement
Transformed Prime X CRM from a transactional tool into a user-centric trading ecosystem.
Improved Usability & Efficiency
Clear flows reduced friction and cognitive load across trading and account actions.Higher User Engagement
Learning and community features encouraged users to stay active beyond transactions.Stronger User Adoption
Guided journeys improved onboarding and retention for both new and experienced traders.Scalable UX Foundation
Modular structure enables future feature growth without compromising usability.End-to-End CRM Enhancement
Transformed Prime X CRM from a transactional tool into a user-centric trading ecosystem.
Improved Usability & Efficiency
Clear flows reduced friction and cognitive load across trading and account actions.Higher User Engagement
Learning and community features encouraged users to stay active beyond transactions.Stronger User Adoption
Guided journeys improved onboarding and retention for both new and experienced traders.Scalable UX Foundation
Modular structure enables future feature growth without compromising usability.End-to-End CRM Enhancement
Transformed Prime X CRM from a transactional tool into a user-centric trading ecosystem.
Improved Usability & Efficiency
Clear flows reduced friction and cognitive load across trading and account actions.Higher User Engagement
Learning and community features encouraged users to stay active beyond transactions.Stronger User Adoption
Guided journeys improved onboarding and retention for both new and experienced traders.Scalable UX Foundation
Modular structure enables future feature growth without compromising usability.End-to-End CRM Enhancement
Transformed Prime X CRM from a transactional tool into a user-centric trading ecosystem.
Improved Usability & Efficiency
Clear flows reduced friction and cognitive load across trading and account actions.Higher User Engagement
Learning and community features encouraged users to stay active beyond transactions.Stronger User Adoption
Guided journeys improved onboarding and retention for both new and experienced traders.Scalable UX Foundation
Modular structure enables future feature growth without compromising usability.End-to-End CRM Enhancement
Transformed Prime X CRM from a transactional tool into a user-centric trading ecosystem.
Improved Usability & Efficiency
Clear flows reduced friction and cognitive load across trading and account actions.Higher User Engagement
Learning and community features encouraged users to stay active beyond transactions.Stronger User Adoption
Guided journeys improved onboarding and retention for both new and experienced traders.Scalable UX Foundation
Modular structure enables future feature growth without compromising usability.End-to-End CRM Enhancement
Transformed Prime X CRM from a transactional tool into a user-centric trading ecosystem.
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Transforming Ideas Into
Experiences
We help teams turn complex ideas into clear,
high-performing digital experiences.
Transforming Ideas Into Experiences
Transforming Ideas Into
Experiences
We help teams turn complex ideas into clear,
high-performing digital experiences.
Transforming Ideas Into
Experiences
We help teams turn complex ideas into clear,
high-performing digital experiences.
Transforming Ideas Into
Experiences
Transforming Ideas Into
Experiences
We help teams turn complex ideas into clear,
high-performing digital experiences.
Transforming Ideas Into
Experiences
We help teams turn complex ideas into clear,
high-performing digital experiences.