Revley

CRM Dashboard

A modular CRM interface with interconnected dashboards, advanced filtering, bulk actions, and a centralized light and dark mode design system for managing high-volume data.

Overview

Revley.io is an all-in-one SaaS CRM designed for businesses operating on subscription and recurring revenue models. The platform centralizes customers, transactions, subscriptions, and analytics into a single, scalable dashboard.

Design Approach

The platform was designed as a unified system rather than a set of disconnected tools. Emphasis was placed on clean layouts, strong visual hierarchy, and scalable UX patterns to reduce cognitive load in data-heavy environments. Light and dark themes ensure comfort during extended use, while modular components allow the interface to grow alongside the product.

Key Challenges

Subscription businesses manage large datasets across customers, transactions, and analytics, often resulting in cluttered or overwhelming dashboards. The challenge was to surface critical insights without sacrificing flexibility or usability. This was addressed through structured layouts, progressive disclosure, and consistent interaction patterns.

Solutions

Complex workflows were simplified through advanced filtering, bulk editing, and dynamic tables with expandable rows. Interconnected modules ensure data consistency across the platform, while sticky navigation and responsive layouts allow users to move efficiently between tasks without losing context.

Core Features

  • Dashboard with KPI-driven revenue insights

  • Customer and transaction management modules

  • Subscription tracking and forecasting tools

  • Advanced filters and bulk actions for scalability

  • Cohort, retention, and performance analytics

  • Light and dark mode design system

  • Responsive, data-optimized layouts

Outcome

The project delivered a complete CRM UI/UX design system spanning over ten interconnected modules. Interactive Figma prototypes supported development handoff, improved workflow clarity for high-volume users, and established a scalable foundation for future platform growth.

Tools

Figma, FigJam, Slack, Google Workspace

Revley.io

Company

Web Design

Category

2 weeks

Duration