Dashboard Onboarding for SaaS CRM

Here is a redesign for AllCients CRM product dashboard. New users are presented with onboarding steps and a progress indicator. We also included a welcome video and tutorial to showcase product features and value.

AllClients has a highly customisable product. We designed the dashboard so that users can select from a range of widgets to display, based on their requirements. Each widget is re-positionable and comes with it editable settings. The onboarding experience I designed includes an intuitive user flow for selecting suitable widgets ensuring the dashboard presents information most relevant to the users needs.