CoreConnect
An AI CRM for automotive sales teams that unifies lead scoring, built-in voice calling and two-way SMS in a single view.
- UX Strategy
- Information Architecture
- Wireframes
- UI Design
- Figma
- FigJam
- Claude Code
To give automotive sales teams one AI CRM that ends tool-switching. Lead scoring, calls and texting live in a single view, so no lead goes cold.
Mapping the real sales-floor workflow, how associates chase leads, log calls and follow up, then designing an interface where the AI's next-best action is always one glance away.
Key Design Principles
One Inbox, Every Channel
Sales teams juggle calls, texts and notes.
The interface unifies them:
- AI, voice and SMS in one view
- No switching between tools
- Full history on every contact
AI That Prompts the Next Move
A lead is only worth the follow-up.
The UI surfaces:
- Real-time lead scoring
- Suggested replies and actions
- Alerts before a lead goes cold
Built for the Floor
Shaped by 20+ years on the sales floor.
Every screen favours:
- Speed over configuration
- Plain language, not CRM jargon
- The next action, front and centre
Site Structure
- CoreConnect
- Dashboard
- Leads
- Communications
- Messages
- Calls
- Voicemail
- Appointments
- Calendar
- Reputation
- Reviews
- Requests
- Listings
- Sources
- Settings
- Users & Roles
- Contacts & Reports
- Templates & Campaigns
- CRM Rules
- Integrations
A single, confident interface where every conversation and the AI's next move sit side by side.
Reflections
A CRM lives or dies on speed. If logging a call or firing off a text takes more than a tap, the floor stops using it, so every interaction was tuned to be faster than the old way.
The AI only earns trust when it shows its reasoning. Surfacing why a lead is hot, and what to say next, turned the suggestions from noise into the feature people rely on.