(Overview)
- Industry
- Automotive SaaS
- Role
- Product Designer
- Timeline
- 2022 — 2024
- Tools
- Figma · Miro · FigJam · Hotjar · Google Analytics
A complete B2B SaaS platform for automotive dealerships. I designed four core modules from zero to production — Inventory, CRM, Accounting, and Banking — plus the design system that ties them together.
As product designer I owned the dashboard, reporting and core operational workflows. I restructured the information architecture around how shops actually run their day and worked directly with the founding team and engineers on every release.
(01) — The Problem
Customers were migrating from spreadsheets they had used for years, and the platform initially mirrored that chaos: dashboards displayed data without answering questions, key workflows took dozens of clicks, and reporting meant manually exporting and rebuilding tables. Owners, managers and service staff shared one interface despite needing completely different views of the business.
(01) — Module
Every vehicle,
intake to sale
Live market comparables, a configurable recon pipeline, and an appraisal scoring tool — all connected to the same vehicle record. Lot sheets replaced entirely.
Inventory list
Status, stock #, sale price, views, leads, age, photos — plus live market comparables via a scatter plot overlay. Days on lot as the primary KPI column.
Recon pipeline
Configurable steps with DIS / SIR / DIR thresholds. Live recon list shows each vehicle's current step, hours in step, and assigned technician with comment history.
Appraisals
CARFAX snapshot, mileage-adjusted scatter plot, and history-based value recommendation visible before a manager approves. One screen — no tab-switching.
(02) — Module
Lead to deal,
in one card
A CRM built for how a car deal actually moves — contact, vehicle of interest, open tasks, timeline log, and messaging all visible in a single lead card without switching apps.
Lead detail card
Deal stage progress bar, contact info, matched vehicle with live status, open tasks with priority scores, full timeline log, and inline message thread — all on one scrollable card. No modal stacking.
Team & settings
Visual weekly work schedule per salesperson, message templates, marketing campaign controls, and workplan settings — all inside CRM so managers configure the workflow directly alongside the live pipeline.
(03) — Module
Reconciliation
without the pain
Dealers juggle checking accounts, credit cards, and petty cash simultaneously. We designed an inline reconciliation flow — categorise, match, and close books in one view — without needing an accountant.
Problem
Manual CSV imports and row-by-row matching took hours each month — with no visibility into open payables or receivables until period close.
Design
Per-row inline categorisation, auto-match against journal entries, running difference counter, and multi-account overview cards at the top of every session.
Outcome
Month-end close dropped from a full day to under two hours. Schedules module surfaced payables & receivables in real time, replacing a separate accounting tool.
(04) — Module
The deal starts
before they walk in
A customer-facing checkout — trade-in valuation, financing calculator, document upload, coverage selection — designed mobile-first with a clean desktop companion. No account required until identity verification.
7 flow steps
Trade-in · Financing · Coverage · Docs · Review · ID · Checkout
2× platforms
Mobile-first flow with a matching full-width desktop layout.
0 account required
Anonymous checkout until the final identity verification step.
(05) — Design System
One system,
every screen
A full component library — tables, drawers, status badges, date pickers, multi-select filters, chart primitives — mapped to a single token set in Figma and mirrored into the engineering codebase.
Colours
Type
Roboto
UI · 300–900
Roboto Mono
Numbers · Codes · Dates
Components shipped
(Outcome)
Daily task time dropped roughly 30% across pilot accounts, and month-end reporting went from hours to minutes. Weekly active usage grew steadily after the IA rework, and pilot-to-paid conversion improved enough to anchor the company's next funding conversation.
