Sep 30, 2025
REVLEY
Designed and developed the user experience for an all-in-one SaaS CRM platform that enables businesses to manage subscriptions, transactions, customers, analytics, and revenue insights in a single, unified dashboard. The goal was to create a modern, scalable design system that simplifies complex workflows while maintaining a clean, professional aesthetic.
Client and Goals
Revley.io is a software startup focused on building a powerful CRM for businesses that rely on subscription and recurring revenue models. The team needed a complete interface design system to handle customer management, transaction tracking, and financial analytics.
Goals:
Design a scalable end-to-end CRM platform with multiple interconnected modules
Create a clean, intuitive user interface suitable for data-heavy workflows
Ensure consistency through a centralized design system (light and dark modes)
Develop UX patterns for filtering, bulk editing, and real-time insights
Present data in a visually clear, interactive format
Market Research
Target Audience:
Small to mid-sized SaaS companies, e-commerce stores, and businesses managing large subscriber bases.
Popular Competitors:
Stripe Dashboard – industry-standard financial clarity
Chargebee – advanced subscription management
Recurly – enterprise-level CRM dashboards
Market Trends:
Demand for data transparency and customizable analytics
Preference for dark-mode interfaces for long operational sessions
Increased use of bulk data actions and filters for scalability
Style Preferences:
Professional and minimal layout
Neutral and purple-accented palette
High contrast with glowing highlights for interactivity
Clear typography hierarchy and responsive data grids
My Role and Collaboration
This was a contract-based, solo-led UI/UX design role. I collaborated closely with Revley’s founder and dev team via Slack, meeting every couple days to align design direction and development handoff.
I was responsible for:
UX flow mapping and wireframing
Complete UI design for all CRM modules
Design system documentation (components, spacing, color, typography)
Responsive layout planning and data visualization design
Interactive prototype creation (Figma)
Collaboration and design iteration based on team feedback
Design Process
Discovery & Strategy
Worked with the client to define key workflows: customer management, transaction tracking, forecasting, and subscription analytics.
Wireframing & Architecture
Outlined page hierarchy for major modules — Dashboard, Customers, Transactions, Subscriptions, Forecast, Alerts, and Settings.
Visual Identity Design
Developed a modern dark-mode design system with consistent visual hierarchy
Included:
KPI cards and metrics
Filter and sidebar systems
Table redesigns with selection indicators and bulk actions
Cohort and retention analytics visualizations
Campaign performance cards
Advanced Interaction Design
Created micro-interactions for:
Filter drawers with multi-criteria input
Bulk editing panels with selection tracking (“3 of 8,546 selected”)
Dynamic tables with expandable rows and inline summaries
Prototyping & Feedback
Built interactive prototypes in Figma for internal testing. Adjusted layouts and visual weight based on usability feedback from the team.
Findings
Clear, modular layouts help users focus on specific workflows without visual overload
Dark mode improved readability and comfort during long work sessions
Streamlined filters and bulk edits reduced workflow time and cognitive load
Outcomes
Delivered the entire CRM UI design system, covering over 10 interconnected modules
Improved navigation and task flow clarity for high-volume users
Delivered interactive prototypes that guided the dev team through implementation
Successfully met all contract deliverables and prepared the final design package for handoff
Tools used: Figma, FigJam, Slack, Google Workspace
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