All work
Product · 2026

ClientIQ

AI-powered CRM platform giving teams complete visibility over customer data, sales performance, and predictive insights in one interface.

Client
ClientIQ
Creator
Tasfin Hasan for ThemeTags
Year
2026
Services
Product, Web App, Data Viz, Design System
Overview

The brief, the bet, the delivery.

ClientIQ is an AI-powered CRM dashboard designed to give teams complete visibility over customer data, sales performance, and predictive insights — all in one interface. From lead tracking to forecasting, every interaction is shaped to reduce friction and improve clarity.

The challenge

CRMs are notorious for dumping every field, table, and filter onto the same screen. ClientIQ needed to hold a lot of live data — pipelines, forecasts, lead history, predictive signals — without becoming another wall of dashboards. Teams needed to make decisions, not navigate menus.

Our approach

We designed ClientIQ around fast, decision-driven moments: data, interaction, and motion working together. A performance-focused design system keeps the data-rich UI readable, while smooth micro-interactions guide attention to what matters — predictive insights, active pipelines, and real-time sales signals. The palette stays restrained (#E2E2E2, #0F0B0B, #A7A6A5, #5C5753) with a single action-green accent (#7BB141) reserved for forward momentum.

The outcome

A smarter way to manage leads, pipelines, and business growth. Real-time tracking, predictive analytics, and a consistent design system across every module — built so teams can move from signal to decision without friction.

1
Unified CRM surface
5
Palette tokens
Real-time
Pipeline tracking
AI
Predictive insights
CRM dashboard
Pipeline view
Predictive insights
Lead tracking
Forecasting
Design system
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