SC-CRM Design Review · 2026-05-22

Action Planner · Pipeline Design

13 screens across two walkthroughs. Built against the existing SC-CRM Figma spec (light shadcn sidebar, Geist, Lucide icons, AA-compliant colors). Each AI or automation feature includes a tech & implementation block with stack, build cost, and ongoing cost.

PART 1

Pipeline view + states

Refined Pipeline, behind-pace recovery, lead detail drawer, day redistribute, cooling triage, focus cleared.

01 On pace 02 Behind pace 03 Drawer 04 Redistribute 05 Cooling triage 06 Cleared

PART 2

New flows + GM surface

Morning briefing, week planning, GM dashboard + agent coaching, voice memo, bulk text, auto-balance.

07 Briefing 08 Week planning 09 GM dashboard 10 Coaching 11 Voice memo 12 Bulk text 13 Auto-balance

RESEARCH

Mock usability findings · veteran + new agent personas

2 personas walked through all 13 frames. 10 UX assumptions ranked by risk, 5 adoption red flags predicted, 5 Tier-A changes recommended. Pre-meeting prep for the team review.

Personas Frame-by-frame Themes Assumption table Red flags Recommended changes Meeting agenda

13 screens

~80-110 dev hrs (full build)

~$450-1,150/mo ongoing at SC scale

AA WCAG compliant