Helping businesses track where they are in the sales funnel with Canvass
Canvass is a smart sales tool designed to help teams track every stage of the customer journey. Canvass gives you a clear, visual overview of your sales funnel so nothing slips through the cracks.
The design approach focused on creating a clear, intuitive experience that mirrors the way sales teams work. The interface was refined to reduce friction, highlight key actions, and keep users focused.
Role
Lead User Experience Designer
Skills
UX Strategy & Research
Wireframing
Visual Interface Design
Prototyping
Usability Testing
Approach
Based on customer feedback, deliver a scalable UX system for audio messages that supports core user flows.
The User
Non-desk workers who are out and about during their work day.
Goals
Provide an easy way for users to communicate without the need to be looking at the chat stream.
Design Deck
A design deck is a helpful way to share the thinking and process behind a design. They can include things like user insights, design goals, and mockups. It’s a great tool for getting everyone — whether it’s product, engineering, or marketing — on the same page. It also helps teams give feedback, stay aligned, and feel confident before moving into development.
Initial Research
After initial product discovery calls with Pronto users, I discovered that customers wanted a way to quickly send a message without the need fo