What exactly does 10Turtle do?

Three things, with a dedicated expert team for each: web design and development, branding and creative, and AI automation. You work with one accountable partner instead of stitching together separate vendors.

Do you only build new sites, or do you also redesign existing ones?

Both, equally. Roughly half of our work is rebuilding sites, brands, and workflows that companies have outgrown, and the other half is building from zero.

Who is on the team that handles my project?

A dedicated team per capability: web designers and engineers, brand designers, and AI engineers. One accountable lead owns the outcome end to end.

What is the free audit and what do I get?

A no-cost review of your website, brand, or workflow with specific, prioritised findings plus a clear plan. There is no obligation to hire us afterwards.

Where is 10Turtle based and who do you work with?

Headquartered in Surat, India, with offices across the USA, Canada, and the UAE, serving clients in 37+ countries. We work with DTC and B2B brands that care about accountability and measurable results.

Is the AI automation work tied to one vendor?

No. Anthropic is a partner, not a dependency. We design automation around your stack and goals rather than locking you into a single platform.

CRM Dashboard: Enhancing Sales Pipeline Management

The CRM Dashboard was designed to streamline sales pipeline management, improve visibility into sales opportunities, and enhance decision-making for business managers. With an intuitive interface, the platform enables users to track leads, monitor deal progress, and manage sales operations efficiently.

Project Focus

UX Design

UI Design

Research

Website Design

Industry

Professional & B2B Services

Tools we used

Project Completion

2024

001

Overview

The client required a robust CRM solution that would simplify opportunity tracking, enable quick deal assessments, and facilitate smooth communication within sales teams. The project focused on developing a dashboard that visually represents the sales process in a structured manner. The key objectives included enhancing user engagement, providing real-time updates, and ensuring that all sales-related information is easily accessible.

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Industry

Professional & B2B Services

What we did

User ResearchUI UX DesigningDashboard Design

Platform

002

Problem

Sales teams often struggle with inefficient workflows, unclear sales tracking, and a lack of real-time insights. Traditional CRM systems can be overly complex, leading to underutilization and mismanagement of sales data. The need for an intuitive dashboard that provides clear, actionable insights was critical to overcoming these challenges.

003

Solution

To address these issues, we developed a clean, responsive, and highly interactive dashboard that organizes sales opportunities into various stages—Pre-Discover, Discover, Proposal, Closing, and Fulfillment. Each stage displays critical information, such as deal value, assigned manager, and progress indicators. The dashboard integrates filtering options, quick access to client details, and clear visual cues for priority deals, ensuring sales teams remain informed and proactive.

004

Client’s design vision

How do we simplify the Sales ?

The client aimed for a sleek and modern UI that minimizes clutter while maximizing usability. The core design principles included high readability, an organized column layout, and clear visual distinctions between different deal stages. A key question guiding the design process was: How can we make deal tracking as intuitive and actionable as possible for sales teams? This led to a structured, Kanban-style interface with real-time indicators and status updates that empower sales teams to act promptly.

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005

LOGO

The CRM Dashboard branding maintains a clean, corporate identity with a simple yet professional logo. The design reflects efficiency and reliability, aligning with the platform’s goal of enhancing sales operations.

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006

Typography

007

Color Palette

The color scheme is designed to balance clarity with a professional aesthetic. The primary color is orange (#FF6600), used for key action elements like buttons and alerts, reinforcing urgency and actionability. Neutral grays (#F5F5F5, #B0B0B0) are used for backgrounds and secondary text to maintain a clean and structured interface. Green (#28A745) and Red (#DC3545) are incorporated for deal status indicators, ensuring users can quickly assess the status of opportunities.

008

Wireframe

Before finalizing the design, we created wireframes to establish a logical layout and ensure user-friendly navigation. These initial prototypes helped refine the visual hierarchy and improve usability, ultimately leading to an intuitive and engaging user experience.

009

Dashboard Design

The final dashboard design embodies clarity, functionality, and efficiency. The structured layout ensures sales teams can easily track deals, while the integration of real-time updates and filtering options improves workflow management. The platform’s responsiveness allows for seamless access on different devices, ensuring accessibility for sales professionals on the go. Overall, the CRM Dashboard successfully delivers a high-performance sales tracking system that enhances productivity and decision-making.

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Let’s connect

hey@10turtle.com

Next Project

Oros

UI/UX Design • E-commerce Design