BambooBox
B2B Marketing AI CRM SaaS Platform

Overview
Introduction
BambooBox is a SaaS CRM platform designed to simplify demand generation for B2B organizations by integrating marketing, SDRs, and sales teams in a collaborative environment. The platform integrates CRM, marketing automation, and account intelligence tools into a seamless user experience, leveraging AI and predictive analytics.
LeverageUX partnered with BambooBox to deliver a modern UX/UI design that aligns with FinTech UX design principles. The goal was to create a visually appealing, intuitive platform that simplifies complex data while improving user engagement and retaining key customers in global markets.

The Challenge
The design of a modern B2B SaaS platform presented a number of challenges that needed to be overcome:
- Complex Analytics Simplification: The objective was to simplify complex analytics. Ensure that data visualizations are clear and actionable for all users.
- Outdated Design: The design is out of date. The objective is to transform the existing, outdated interface into a modern, professional, and sleek design.
- Technical Constraints: The designs must align with the existing Fusion Charts library, React, and Material UI frameworks.
Our Approach
LeverageUX utilised a strategic, users-focused approach to enhance BambooBox's design.
This involved:
1. Discovery and Benchmarking
- Heuristic evaluations and journey mapping were conducted to identify industry standards and user pain points.
- Based on competitor analysis, areas for improvement were defined in tables, charts, and dashboards.
2. Simplified Data Representation
- The data visualizations were redesigned to focus on critical information using clear color coding and predefined filters.
- The key data points were highlighted in the dashboards to enhance readability and usability.
3. Modernized Visual Style
- The visual style has been modernized with the introduction of vibrant colors, optimized spacing, and contemporary fonts, which collectively elevate the platform's look and feel.
- A unified style was created across dashboards to ensure a consistent user experience.
4. User-Friendly Enhancements
- Introduced intuitive navigation and highlighted zones of attention to facilitate seamless interactions.
- We have enhanced the tables and charts to provide better data clarity and navigation, in line with the standards set out in the martech design guidelines.
Our Solution
1. Highlighted Zones of Attention
- The tables have been enhanced with summary areas to highlight critical information.
- The chart systems were designed with straightforward, color-coded sections to facilitate data segmentation.

2. Intuitive Dashboards
- We developed user-friendly dashboards for the marketing, SDR, and sales teams, providing easy-to-read analytics and actionable insights.

3. Modern Look and Feel
- The new design features a modern look and feel, with additional colors added to the palette and optimized spacing, creating a visually engaging interface.

4. Adaptability to Frameworks
- The design was created in accordance with the technical constraints of Fusion Charts, React, and Material UI, ensuring compatibility with these frameworks.

Key Features

1. Enhanced Analytics
- Provides clear data visualizations with actionable insights for demand generation teams.
- The platform offers intuitive charts and tables tailored for marketing and sales collaboration.
2. Unified UI/UX Design
- The platform features a consistent design language, with improved navigation and user journeys.
3. B2B-Focused SaaS Design
- The platform offers tailored dashboards for marketing, SDRs, and sales teams, ensuring usability for all roles.
The Result
LeverageUX delivered a sleek, modern CRM platform that improves collaboration and decision-making for BambooBox’s users:
- Enhanced User Experience: LeverageUX simplified workflows and improved navigation for marketing and sales teams.
- Modern Visual Identity: Our team transformed outdated designs into a professional, engaging interface.
- Global Appeal: We adapted features and visuals to meet the needs of users in India, the US, and Canada.
“Our clients gave great feedback and said LeverageUX Design Agency greatly improved the design.”
— Divyesh Dixit, Co-Founder, BambooBox
Impact
The redesigned BambooBox platform streamlines demand generation and fosters collaboration across marketing and sales teams. With its intuitive UX/UI design, the platform now meets the high standards of global B2B markets.
Key Benefits:
- Improved analytics and collaboration for B2B organizations.
- Increased adoption and retention with a sleek, modern interface.
- Seamless integration of AI and predictive analytics tools.
Why Choose LeverageUX for CRM and SaaS Platforms?
LeverageUX specializes in delivering cutting-edge UX/UI designs for B2B SaaS, martech, and FinTech UX design solutions. We create user-centric platforms that drive engagement, simplify workflows, and enhance decision-making.
Ready to elevate your SaaS platform? Let’s collaborate to build a user-first design.
Discuss your project with us
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