Forex CRM
FRR Forex
3 Months
2024
FRR is a custom-built CRM for a Forex-based client, designed to manage leads, transactions, orders, and internal operations through a centralized, minimalist system—replacing spreadsheet-driven workflows with a scalable product.
The client was managing critical business data across multiple Excel sheets, making lead tracking, transaction visibility, and conversions error-prone and inefficient. As operations scaled, the lack of structure, automation, and system-level visibility became a major bottleneck.
I designed a clean, role-based CRM that centralized lead management, transaction tracking, and order workflows while preserving legacy data. The platform also enabled WhatsApp and email campaigns, basic HRMS capabilities, and a lightweight mobile experience for on-the-go tracking.
I followed a Design Thinking approach, focusing on familiarity, clarity, and scalability while transitioning users from spreadsheets to a full-fledged system.
Mapped existing Excel-based workflows into structured digital journeys
Designed intuitive CRUD flows for leads, transactions, and orders with legacy data sync
Created dashboards and log views for better operational visibility
Designed campaign flows for WhatsApp and email outreach
Defined a simplified mobile experience focused on lead and transaction tracking
FRR successfully replaced manual spreadsheet workflows with a centralized CRM, improving data consistency and operational efficiency. The project reinforced the importance of designing familiar yet scalable systems when migrating users from legacy tools to structured digital platforms.