AutoCRM · Dealer CRM · B2B · live product, unshipped redesign
Who needs a follow-up today?
I redesigned a CRM used by one BMW salesperson managing about 800 clients. The new Today screen brings follow-ups, contact details and the reason to reach out into one queue.
End-to-end UX/UI · Live product · redesign unshipped · 2026
The result
A live product for one salesperson, with a redesign ready to test.
The redesign puts Today first: five clients, the reason to contact each one, and the actions beside them. Fifteen screens and the interactive prototype below. It has not been rolled out to the salesperson yet, so there is no before-and-after number.
Today
Today
Monday, Jul 6 · 4 to follow up
July so far · my net
$8,400
Active deals
12
Scheduled
2
Consent
552/812
Scheduled
Summer check-in
Today 18:00 · 214 clients
Yesterday
4
Calls
6
Texts
5
Done
Next 7 days
The proposed Today screen shows five clients and the reason to contact each one.
3 → 1
tools addressed by the redesign: spreadsheet, phone and messaging
15
detailed screens in the proposed redesign
incentive − discount
the commission formula used for this salesperson’s pay structure
The problem
The customer list and the next action were in different places.
The dealership’s management system handled inventory, finance and reporting. For customer follow-ups, the salesperson also relied on a spreadsheet, his phone and a text app. The redesign needed to connect those tasks.
Follow-ups happen at several points: before delivery, after purchase and around dates such as a birthday or delivery anniversary. The product needed to show which client was due for contact and why.
Who should the salesperson contact next, and what do they need to know?
Decision
Explain why each client is in the queue.
Each row shows a reason to contact the client, such as a birthday, delivery anniversary or a gap since the last conversation. I placed that reason beside the name and contact actions so the salesperson can act without opening the full client record.
Decision
Recalculate commission when the discount changes.
For this salesperson, commission is the incentive minus the discount offered to the customer. The existing calculation subtracted the discount twice. I corrected the calculation and made the result update as the discount changes. The private figure stays separate from the customer-facing price.
Deal calculator · for the negotiating table
Model: 520i
My net, live
+$2,000
Sale price $64,000 auto-calculated. The customer sees only this. The incentive stays a tap away.
Decision
Prepare a draft for each customer.
Outreach prepares a separate draft using the customer’s name, car and relevant date. The salesperson can review and edit it before sending. Contacts without recorded consent cannot be selected. This keeps the review step visible when preparing several messages.
Happy birthday, Daniel. Hope the 520i is still treating you well two winters in.
A year with the X5 today, Olivia. First service is on us whenever you're due.
Happy birthday, Ethan. Say the word if you ever want to try the X3 you asked about.
50 of 57 due this month. Seven have no consent on file and cannot be selected.
Interactive demo
Try the follow-up queue.
In this demo, Call and Text mark a contact as completed; they do not place a call or send a message. Snooze defers the item. Switch between Today, Overview and Revenue to review the dashboard and adjust the calculator.
Today
Today
Monday, Jul 6 · 5 to follow up
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Eddie Jung · Product Designer · © 2026
AutoCRM is a self-initiated redesign of a live product. BMW, the M mark, and model names belong to BMW AG, used nominatively, with no affiliation or endorsement.