GreenLyne

Lead management CRM · B2B SaaS · Case study by Igor Ginzburg

The project

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.

My role

Senior Product Designer for UX and UI, owning product design end to end and driving AI-assisted prototyping alongside it.

The problem

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.

What I did

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

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.

The outcome

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.

Skills and deliverables

  • Product design
  • UX and UI
  • Figma
  • Claude
  • AI prototyping
GreenLyne: B2B CRM lead management and sales operations product design
GreenLyne PMPro pipeline dashboard with stage counters and a table of leads in a browser window
GreenLyne PMPro campaigns grid with map thumbnails, paused status, and targeted counts
GreenLyne Geo Prescreen with campaign list, filter sliders, and a radius drawn on a neighborhood map
GreenLyne borrower landing page offering two pre-qualified HELOC options with a start application button
GreenLyne loan application step 1 personal information form with seven-step progress sidebar
GreenLyne loan application step 2 with credit line slider and three HELOC plan cards
GreenLyne Geo Prescreen map with home equity and FICO filters and a 0.57 mile radius circle