GreenLyne

GreenLyne is a B2B CRM platform built for lead management and sales operations. Sales teams use it to move leads through pipelines, import and enrich lists in bulk, run campaigns targeted by geography, and keep track of it all through dashboards that carry a lot of data. It runs on desktop and mobile.

Flowform owned product design end to end, UX and UI, and drove AI-assisted prototyping alongside it.

The workflows at the heart of the product were complex and dense. Managing a pipeline, importing thousands of leads at once, setting up a geo-targeted campaign, and reading a dashboard full of metrics each carried a lot of states and edge cases, and the existing experience made them harder than they should have been. There was also a gap between design and engineering: static screens could not show how these flows were meant to behave, so too much was left to interpretation during the build.

We redesigned the complex workflows one by one: lead pipelines, bulk imports, geo-targeted campaigns, and the data-heavy dashboards. For each, we worked from user flows and wireframes through high-fidelity UI, kept the experience responsive across desktop and mobile, and folded the recurring patterns into reusable design system components.

We used Claude to build interactive prototypes of the redesigned product, so concepts could be tried as working software rather than pictures. That made it possible to validate ideas quickly, walk stakeholders through real behavior, and give engineers a precise reference for states, transitions, and edge cases before implementation began.

A clearer, faster CRM whose hardest workflows now hold up under real use, with a component library that keeps new screens consistent as the product grows. The prototype-first approach shortened the loop between idea and validation and reduced the back-and-forth between design and engineering during the build.