Insight - Payment Admin Panel Template

Payments management made clear. Insight sheds light on finances with user-friendly interfaces and insightful data visualization.

CRM / ERP Systems
Fintech
About Project
Our Task
Design Process
Wireframes
Visual Design
Key Features
Screens

About the Project

Insight is a CRM system that streamlines payment flows. It centralizes invoice management, facilitates transparent tracking of financial transactions, and offers insightful data analysis, fostering improved financial control.

26 screens

200 hours

Service:

CRM / ERP Systems

Industry:

Fintech

Country:

USA

Partnership period:

2022

Our Task

The client approached us with the request to design a CRM admin panel specifically for payment operations. We had to create user interfaces that prioritized clarity and efficiency, enabling payment managers to streamline financial data visualization and simplify invoice management.

Our Solution

To address the client's needs, we designed the Insight CRM admin panel. This feature-rich solution fosters intuitive financial data exploration and simplifies invoice management, granting payment admins greater control over the financial operations.

Our Design Process

01
Research & Discovery
Initial research and discovery phase

Our design process started with a comprehensive research and discovery phase. We delved into the client's vision for the payment admin panel, thoroughly examined the client's specific requirements, and conducted a meticulous analysis of competitor offerings. Additionally, we performed in-depth user research to gain a clear understanding of the target audience's needs and pain points within the payment management workflow.

02
Wireframing
UX stage

Leveraging the insights gleaned from the research and discovery phase, we crafted wireframes. These wireframes served as a blueprint, outlining the core functionalities and user flows for the payment admin panel. This stage prioritized establishing a clear information architecture and a user-centric journey for managing invoices, transactions, and financial data.

03
UI Design
UI stage

Following the established wireframes, we translated the UX into UI. Our focus shifted towards crafting user interfaces that were not only aesthetically pleasing but also clear, concise, and easy to navigate. We incorporated industry-standard design elements and data visualization principles to ensure users could readily understand and interact with financial information within the payment admin panel.

04
Adaptive Design
Adaptive design stage

Recognizing the diverse usage patterns within the fintech industry, we implemented adaptive design principles. This ensured the payment admin panel seamlessly adapts to various screen sizes and devices, be it desktops, tablets, or mobile phones. This adaptability empowers payment admins with the flexibility to access and manage financial data from any location and device.

05
Clickable Prototype
Clickable prototype stage

The culmination of our design process came in the form of a clickable prototype. This interactive model provided the client with a firsthand opportunity to experience the admin panel in action. The prototype allowed him to simulate real-world usage scenarios and provide valuable feedback. By incorporating this feedback, we were able to refine the user experience and ensure a truly exceptional payment management solution upon final delivery.

01

Research & Discovery

02

Wireframing

03

UI Design

04

Adaptive Design

05

Clickable Prototype

Wireframing

To translate user needs into functional interfaces, we crafted over 20 wireframes for the payment admin panel. These wireframes served as the foundation for the UI design, meticulously outlining the user journey and interaction with various payment processing features.

  Insight main dashboard wireframe
  Insight CRM user wallet dashboard wireframe
  Insight CRM invoice management dashboard wireframe
  Insight CRM payment card management dashboard wireframe
  Insight CRM payment history dashboard wireframe
  Insight CRM detailed transaction view wireframe

Visual Design

To promote user efficiency and satisfaction, we developed a user-friendly visual design. A carefully chosen color scheme fosters user comfort and clarity, while a comprehensive set of custom icons streamlines navigation. Furthermore, the implementation of Poppins typography guarantees clear information display for financial data.

Key Features

01

Transaction Insights

A powerful analytics suite that empowers users to delve into the intricacies of their payment transactions through visually captivating charts and graphs.

02

Financial Management

A comprehensive financial command center that unifies users' card statistics, expense tracking, and financial records into a single, streamlined interface.

03

Invoicing

A robust invoicing solution that provides users with end-to-end visibility into their billing cycle, from invoice generation to payment tracking.

04

Card Management

A unified card management hub that serves as a one-stop-shop for users to oversee their entire card portfolio.

Screens Overview

 Insight main dashboard UI design
  Insight CRM wallet section in final UI design

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