This CRM is a web-based software solution designed to make customer management and interaction very simple, especially for users who are not very comfortable with computers. The idea behind this CRM is to help people, particularly those around 40 years old, easily transition from paper-based systems to digital records. We designed the system so that anyone can learn to use it in about three hours of training.

The software focuses on simplicity. Its clean and intuitive interface means that all key features—like managing customer details, tracking interactions, and processing information—are organized in a way that is easy to understand. This means that users, even those with little computer experience, can quickly get comfortable with the system. The design minimizes complexity and avoids overwhelming users with too many options or cluttered screens.

One of the biggest achievements of this CRM is its impact on the insurance claims process for hospitals and insurance providers, including major players like LIC. The software has made handling insurance claims much easier by streamlining data entry and customer interactions. Its straightforward design has helped reduce errors and speed up processes, which is why many large hospitals and LIC continue to use this CRM today.

My Role and Contribution:

• I was responsible for the UX design and wireframing of the CRM.

• I focused on creating a very simple and clear user interface that guides non-computer users through the system without confusion.

• My work ensured that the flow of tasks is logical and easy to follow, making the transition from paper to digital smooth for all users.

Overall, this project shows how a simple, well-designed CRM can transform the way big organizations like LIC and major hospitals manage their insurance claims. By focusing on ease of use and clear navigation, we created a system that makes digital management accessible to everyone.