Revley
CRM Dashboard
Revley is a SaaS CRM that helps subscription-based businesses manage customers, revenue, and analytics in one unified dashboard.
Revley.io
Company
2 weeks
Duration
New York
Location
Overview
Turning complex revenue data into clarity.
B2B
Fintech / SaaS
Web Design
All Your Revenue, Finally Talking to Each Other
Revley is an all-in-one SaaS CRM built for businesses operating on subscription and recurring revenue models. While the platform handled customers, transactions, subscriptions, and analytics, the experience risked becoming overwhelming as data scaled.
The challenge wasn’t a lack of information—it was how that information was surfaced. This project focused on designing a unified, scalable interface that transforms dense financial data into clear, actionable insight.
Designed for Scale, Built for Focus
Understanding Data-Heavy Workflows
Before designing solutions, the focus was on understanding how subscription-based businesses interact with revenue data day to day. Research centered on platform requirements, common CRM patterns, and user needs around visibility, efficiency, and scale.
Competitive Landscape — What Set the Standard
Industry tools demonstrated strong financial reporting and robust feature sets. Dashboards emphasized metrics, charts, and tables—confirming that users expect depth, precision, and real-time visibility when managing revenue.
Competitive Gaps — Where Users Lost Clarity
Despite powerful capabilities, many platforms introduced friction:
Overloaded dashboards with competing data points
Inconsistent patterns across modules
Filters and bulk actions buried or difficult to scale
The opportunity was clear: build a system that supports complex workflows without creating cognitive overload.
From Structure to System
Lo-Fi Wireframes — Mapping the System
Early wireframes focused on structure, navigation, and data relationships. This stage explored how users move between modules and how information should be grouped to support common workflows.
Validated dashboard hierarchy
Mapped cross-module navigation
Identified data density risks early
Hi-Fi Exploration — Designing for Density
High-fidelity designs introduced visual hierarchy, spacing, and component logic. Tables, filters, and KPI cards were refined to support fast scanning and efficient interaction.
Improved readability in data-heavy views
Established consistent UI patterns
Designed for both light and dark themes
Measured by Scale and Coverage
The impact of the project is reflected in the scope, structure, and scalability of the system delivered.
At a Glance
10+ interconnected modules designed
20+ core screens across dashboards and workflows
3 primary workflows optimized (customers, transactions, subscriptions)
2 themes (light and dark) supported globally
End-to-end UI system prepared for ongoing development
Design System & Components
Centralized design system created for long-term scalability
Reusable components supporting dashboards, filters, and tables
Consistent spacing, typography, and color rules across all modules
Component-driven layouts designed to scale with new features
Workflow Optimization
Bulk-edit flows designed to support high-volume operations
Advanced filtering patterns created for multi-criteria queries
Progressive disclosure used to surface detail without overload
Collaboration & Delivery
Solo-led UI/UX role with direct collaboration across product and engineering
Multiple iteration cycles based on internal feedback
Interactive prototypes used to guide development handoff
Area
Data presentation
Navigation
Filters & actions
Visual hierarchy
Before
Fragmented views
Module-heavy
Inconsistent
Competing signals
After
Unified system
Context-aware flow
Scalable patterns
Clear prioritization
Final Outcome & Reflection
A CRM That Grows With Its Users
The final Revley experience delivers a scalable CRM interface designed for clarity in complex environments. By unifying patterns, improving hierarchy, and designing for long-session use, the platform supports both day-to-day tasks and long-term growth.
What Could Be Improved
With further development and live usage data, future iterations could explore:
Behavior-driven personalization
Advanced analytics customization
Deeper performance insights tied to user roles
Designed to handle complexity—without feeling complex.
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