Wing CRM

What was it like

Field sales teams are notoriously hard to manage — they're distributed, mobile, and their performance data is scattered across spreadsheets, phone calls, and memory. Skywind needed a CRM that worked on the ground with reps, not just in the office with managers.

The system also needed to motivate through visibility. Research showed that field reps perform better when they can see how they rank against peers — a leaderboard psychology baked into the product architecture.

What was the goal

• Give field reps a daily planner with task status and location check-ins
• Give managers a real-time dashboard with team performance and attendance
• Motivate reps through visible competitive rankings
• Build a role-based permission system from admin down to employee level

What did I do

I designed both the mobile app (used by field reps) and the web dashboard (used by managers and admins). This required understanding two completely different use contexts — a rep checking in from the street vs. a manager reviewing team analytics from their desk.

I designed the information hierarchy, the data visualisation system, the schedule calendar, and the location tracking map interface.

How my design solves the problem

• Home screen: live performance ranking, daily itinerary, and schedule summary at a glance
• Calendar view with clear status coding: complete / to-do / pending / overdue
• One-tap location check-in when arriving at client sites
• Motivation-led interface with visible stats to drive competitive engagement

• Customisable analytics charts: visits, deal rates, revenue — filterable by time and team
• Team attendance rate comparison across regions or squads
• Real-time location tracking map for all active field reps
• Role-based permissions: admin → manager → lead → employee hierarchy