Let’s Talk

Let’s create something meaningful together.

Contact

Follow Me

UK flag London, UK

CWG Markets CRM

Client
CWG Markets
Role
UI/UX Designer
Published
01 May 2026
Country
United Kingdom
Industry
Forex brokerage / FinTech
CWG Markets CRM dashboard after the redesign

Project Overview

Before the redesign, our reps were spending the first 10 minutes of every call just hunting for the right account. The new CRM gets them to the information they need before the customer even says hello.

Michael R.

Head of Revenue Operations – CWG

Work Overview

MY
APPROACH

Helping sales reps find what they need, faster

72%

Monthly User Retention

48%

Faster Navigation

40%

Growth in Team Adoption
CWG CRM redesign overview screen
CWG CRM redesign overview screen
The
Overview

CWG CRM is the internal sales platform CWG Markets’ global teams use to manage leads, track client interactions, and monitor deal pipelines in one workspace. Used by thousands of reps across multiple regions, it had to be fast, intuitive, and ready to scale.

CWG CRM interface screen
CWG CRM interface screen
CWG CRM interface screen
The
Problem

Why reps struggled with CWG CRM

Everyday tasks took too long. Key features were hard to find, common workflows needed extra clicks, and reps lost confidence in the tool, which held back adoption.

(01)
Confusing navigation
35% of users struggled to find core features like Deals, Contacts, Activities, and Reports, which slowed every workflow.
(02)
Buried information
Key customer data and sales insights sat several screens deep, so reps couldn’t get what they needed quickly.
(03)
Too many steps
Creating a deal or adding a contact took more clicks than it should, with little guidance along the way.
(04)
Low retention
Many teams stopped using the platform from month to month, put off by a frustrating experience.
CWG CRM screen showing the original usability problems
CWG CRM screen showing the original usability problems
CWG CRM screen showing the original usability problems
CWG CRM screen showing the original usability problems
The
Solution

How I redesigned CWG CRM

I redesigned CWG CRM end to end to remove friction from everyday sales work. Every decision aimed to simplify workflows and help reps finish tasks with confidence, so the CRM is easier to learn, quicker to navigate, and more pleasant to use.

(01)
Clear navigation
Reorganized the information architecture so Deals, Contacts, Activities, Reports, and the Dashboard are always easy to find.
(02)
Simplified workflows
Streamlined creating deals, adding contacts, updating customer records, and managing activities by cutting unnecessary steps and making actions easier to spot.
(03)
Guided onboarding
Designed a guided setup that helps new users configure their workspace, learn the core features, and be productive from their first session.
(04)
Better feature visibility
Surfaced frequently used tools and key customer insights on the dashboard, so essential actions no longer sit behind multiple menus.
Redesigned CWG CRM navigation and dashboard
The
Process

How I approached the redesign

I started by studying how sales teams actually work and where they got stuck. User research, workflow analysis, and iterative design shaped a CRM that is simpler and faster for daily use.

Research & Discovery

I explored how sales teams use CWG CRM, found their pain points, and traced the causes of low adoption and navigation problems.

Information Architecture

I restructured the platform so essential features are easier to find and the user journey is clearer.

UI Design & Prototyping

I designed a clean, intuitive interface, built interactive prototypes, and refined them through continuous feedback.

Testing & Handoff

I validated the new design with users, fixed usability issues, and prepared a complete design system for development.

CWG CRM design process: wireframes and prototypes
CWG CRM design process: wireframes and prototypes
CWG CRM design process: wireframes and prototypes
CWG CRM design process: wireframes and prototypes
CWG CRM design process: wireframes and prototypes
CWG CRM design process: wireframes and prototypes
CWG CRM design process: wireframes and prototypes
The
Visual Design

Visual identity and design system

The visual identity is built around clarity, efficiency, and trust. A clean, modern interface keeps reps focused on clients and deals, not on the tool.

Red marks key actions, set against white backgrounds, light gray surfaces, dark charcoal text, and subtle blue accents for interactive elements. The palette looks professional while keeping a distinct CWG identity.

Typography uses a clean sans-serif that stays readable across dashboards, reports, and mobile screens. A consistent spacing system, reusable components, and clear hierarchy keep every part of the CRM coherent.

Every screen follows the same grid, component library, and interaction patterns, so users learn the system once and trust it everywhere. The result is a scalable design system the development team could implement without ambiguity.

CWG CRM visual design and components CWG CRM visual design and components CWG CRM visual design and components CWG CRM visual design and components
Results &
Outcomes

Measuring the impact of the redesign

The redesign turned a complex platform into a streamlined daily tool. Clearer navigation, simpler tasks, and better feature visibility lifted adoption, satisfaction, and retention.

(01)
+40% team adoption
Guided onboarding and better usability drew more teams onto the platform.
(02)
48% faster navigation
Users reached Deals, Contacts, Activities, and Reports much faster, spending less time searching.
(03)
+55% user satisfaction
Post-launch testing rated the platform 4.8/5, up from 3.1/5. Users called it more intuitive, efficient, and trustworthy.
(04)
72% monthly retention
More teams kept using the CRM month after month, a sign of stronger long-term engagement.