Revwit — AI-enabled B2B Sales CRM
Revwit is a Sales CRM designed for B2B Sales teams to help capture leads, optimize sales processes, manage client relationships and close more deal, faster and more efficiently.
Role
✅ Product designer
✅ Brand designer
TL;DR
“
I led product and brand design for Revwit, a B2B sales CRM that uses AI to optimize sales process by capturing leads, tracking deals and building stronger client relationships. Leading to the acquisition of 200+ users in the first week of launch and a special feature in multiple tech publications ranging from Lagos Startup Expo, African Startup Festival as well as an interview on Silverbird.
Business Context & Problem
Revwit helps B2B teams capture leads, auto-enrich missing data, and help optimize communication and deal tracking amongst teams. The product was functional but adoption and retention low; website and marketing had a different messaging.
Business goals
✅ Increase qualified trial signups by 30% in Q2.
✅ Reduce average time-to-first-deal by 20%.
✅ Improve brand clarity to support enterprise sales collateral.
Constraints
✅ Small team, tight engineering bandwidth.
✅ Legacy UI components; needed incremental changes.
✅ Regulatory/enterprise security requirements for onboarding and data import on Google and Microsoft.
My Responsibilities
✅ Led end-to-end product design (user flows, wireframes, hi-fi screens and developer handoff and synergy).
✅ Redesigned brand identity and marketing assets (website, landing pages, hero videos, pitch decks).
✅ Ran usability tests in collaboration with customer support and iterated on onboarding copy/flows.
✅ Created motion specs and handed off to engineers and motion designers to implement on the website and marketing campaigns.
✅ Coordinated A/B tests with Growth, Support, and Sales team to measure impact and seamlessly onboard clients.
Users & Stakeholders
Primary users
✅ Sales Managers (use the product daily) — goals: reduce manual work, increase pipeline.
✅ Revenue Ops — goals: accurate data and predictable forecasting.
Stakeholders
✅ CEO
✅ Head of Sales,
✅ Sales Team Members
Research summary
Methods used
✅ 100+ customer interviews (recorded).
✅ 80+ product demo sessions.
✅ 6+ In-person sales booths at tech conferences.
Key insights
✅ Sales teams would be willing to migrate to a cheap and less cumbersome tool as opposed to using Zoho, Pipedrive and Salesforce.
✅ Onboarding for competitors was a point of friction due to too many technical competence tailored to more experienced sales teams.
✅ Revwit onboarding required 3 separate configuration steps — many dropped at step 2.
✅ Website messaging used product jargon and failed to communicate ROI clearly.
Design principles & hypothesis
Principles
✅ Make terms simple — make the CRM easily to understand.
✅ Remove friction — fewer decisions up-front and automated onboarding for data import.
✅ Surface value quickly — show measurable ROI within first session.
Hypothesis
“
If we reduce onboarding steps from 5 to 3 and make the brand language simple to digest and automated client data import, users will not need technical expertise to understand and use the CRM.
Feature 1 : Lead Capture
Use forms, email integrations and AI to automatically capture, enrich and update your leads.
Problem
Sales teams typically have to upload their customer and deal data manually using spreadsheets, and have to ensure all deal and company data are up to date every time.
Design Decision
Automate the data upload process and allow users have multiple channels to get started.
✅ Email sync upload & Auto-enrichment.
✅ CSV import
✅ Import template implementation
✅ Website embedded forms for newer leads
Impact
✅ Increased customer retention by 80%.
✅ Completely erased drop-off at onboarding
✅ Created multiple alternatives for sales teams using other CRM tool to be onboard B2B teams.
Image
Feature 2 : Single Source of Truth
All of your leads, interactions and insight in one place and can be viewed as a table (full view) or Kanban view (categorized by deal status). Deals can also be viewed in multiple currencies.
Problem
✅ Sales teams tend to use multiple tools to track their sales process.
✅ Customer data easily gets lost in deal tracking.
✅ Sales teams use external form tools to capture leads and then have to import data manually to the CRM.
Design Decision
✅ Provide 2 modes of viewing deals and company data.
✅ Use table view as the central source for all data.
✅ Use Kanban view for deal tracking by stages while tracking multiple currencies and performing automatic currency conversion using specified conversion rates.
Impact
✅ Closed 10+ new sales teams who transact in multiple currencies upon implementation of multi-currency
✅ Onboarded 30+ clients migrate to using only Revwit as their sales tool instead of using multiple sales tools or spreadsheets.
Image
Revwit built & integrated an email feature that allows user communicate with other team members and leads both individually and in groups (via bulk email).
Problem
✅ Most CRM tools require communication outside of the CRM.
Design Decision
✅ Enable users to send email between each other to keep track of deal progress within the CRM.
✅ Enable users to send emails and track communication history with clients.
Impact
✅ Saved multiple company from using a separate solely for keeping up communication with users and reducing drop-off.
✅ Tracked previous email communications history from the CRM.
Image
Feature 4 : Task Management
Revwit integrated tasks and notes to enable sales teams keep track of who is responsible for each deal within the CRM and also manage deal assignment.
Problem
✅ Users had all the deals and customer data uploaded in the CRM but could not collaborate with other team members.
✅ User required external tools to track and assign individual to-dos.
Design Decision
✅ Translate all action related to a particular deal to tasks
✅ Translate all feedbacks to notes.
✅ Organize tasks and notes and sync with Google and Microsoft calendar to easy deadline tracking.
Impact
✅ Platform usage increased by 25%.
✅ Users could easily give feedback within the CRM.
Image
Brand & visual identity
Due to the introduction of newer automation features, Revwit began to integrate more AI functionality resulting in a rebrand for the sake of positioning it as a AI-powered CRM.
Key Deliverable
✅ New logo refresh
✅ Introduction of a consistent visual design system with realistic imagery and illustrations.
✅ Introduction of motion graphics for promotions.
Website
Revwit needed to modify it's messaging to be better position it for sales teams. The website focused on deal closure alone and as customers engaged with the CRM, the customer pain points became clearer. A change was therefore necessary.
Impact
✅ Introduction as an AI powered tool
✅ Clarity on newer features for users like lead capture and relationship management.
✅ Improved customer support and faster onboarding.
Marketing Materials
The rebrand had to be universal and across all platforms. It was necessary to produce but physical and online marketing materials.
Deliverable
✅ Graphic design, motion videos of app features,
✅ Event backdrops, Merch and souvenir designs for physical promotions and client acquisition.
Impact
✅ Revwit got featured in Tech Cabal, Africa Startup Festival
✅ Revwit was present at Moonshot, Revup, Lagos Startup Expo, Silverbird TV, Nigeria Fintech Forum and so on.
Motion Materials
We introduced motion videos into out promotions on LinkedIn, Instagram for brand promotions.
Impact
✅ Improved user clarity on feature usage
✅ Improved adoption and customer onboarding.
Outcomes & impact
Revwit is a VC-Backed B2B SaaS that as a result of the rebrand, product evolution and marketing efforts has:
✅ Onboarded over 200+ sales teams and team members.
✅ Increased company revenue by 4x since initial product launch.
✅ Featured in Tech Cabal, Africa Startup Festival
✅ Been present at Moonshot, Revup, Lagos Startup Expo, Silverbird TV, Nigeria Fintech Forum and so on.
What I learned & next steps
Lessons
✅ Consistent customer feedback is the biggest driver to product evolution and retention.
✅ Users are willing to migrate if sales team efficiency is improved by your product and all product, promises are delivered.
✅ Leading design across brand, product and marketing design can be tasking but is made easy is documentation is done properly and AI tools are heavily leveraged.
✅ Meet your customers where they are. Going for sales events have greatly improved product visibility.
See more projects
