UX/UI design of the client page in the CRM system

IMPORTANT: the key requirement for the design is the Neumorphism style (Neumorphism / Soft UI).

The interface must match the provided examples: light background, soft volumetric cards, rounded elements, delicate outer and inner shadows, visually raised buttons, and neat color accents. Flat Material Design or standard corporate dashboards are not needed.

Neumorphism should be consistently used across all sections of the client cabinet — in navigation, cards, tables, forms, filters, buttons, modal windows, and the mobile version. At the same time, the design must remain contrasting, readable, and user-friendly. The provided screenshots are mandatory visual guidelines regarding style, volume, shadows, and the overall mood of the interface.

It is preferable for the participant to have experience with Neumorphism.

The use of AI is allowed as an auxiliary tool. However, the final result must be delivered in an editable Figma format or as a full HTML prototype with source files. Static images without editing capabilities are not accepted.

Describe the project for which the interface design needs to be developed:

A modern UX/UI design for the personal cabinet of a security company client — the client part of the CRM system. This is a responsive web interface where the client can see their security objects, connection requests, contracts, financial status, invoices, acts, and transaction history. The task is to make a large amount of information understandable, visually clean, and convenient both on a computer and a smartphone.

Is the project related to your company:

Yes. This is the client part of our own CRM system.

Company's line of business:

Providing comprehensive security services for individuals and businesses: monitoring and physical security, installation and maintenance of security systems, fire safety, video surveillance, and response to alarm events.

Description of products/services:

The CRM integrates work with clients, security objects, contracts, requests, finances, and documents. The client cabinet provides the customer access to related information without the need to contact a manager.

Distribution channels and sales geography:

Direct sales through managers, website, phone inquiries, and digital channels. Customer service is provided through the web cabinet, email, SMS, and Telegram.

The main market is Ukraine.

Target audience profile:

Individuals, sole proprietors, and legal entities using security services.

Existing or probable positioning:

The client cabinet is positioned as a single digital space where the client can monitor the status of their objects, contracts, requests, charges, and documents 24/7.

The key idea: "All information about the security of your objects — in one cabinet".

Key competitive advantages of the company/product/service:

• All data about the client, objects, contracts, requests, and finances are integrated into one system.
• Support for both private and corporate clients with a large number of objects.
• Detailed financial accounting by objects and contracts.
• Access to invoices, acts, contracts, and other files without contacting a manager.
• Client web cabinet and interaction via Telegram.
• Industry specialization of the system in the processes of the security company.
• The ability to adapt the name, logo, and interface colors for different companies in the group.
  
  

The target audience of the project – who and for what purposes will use it:

External clients of the security company.

The user logs into the cabinet to:

• quickly check the overall balance and any debts;
• see the status of their objects;
• check the status of the connection request;
• review the terms and status of the contract;
• find the necessary invoice or act;
• view the history of charges and payments;
• download the contract, invoice, act, or other document;
  
  

Main functions of the interface:

The main screen should display key information: the number and statuses of objects and requests, overall balance, debt or overpayment, recent invoices and acts, as well as messages and documents requiring attention.

Information should be structured by priority and not overload the main screen. Each information block should lead to the corresponding section with complete data, search, filters, sorting, and detailed cards.

Brief interaction scenario of the interface with the user:

• The client logs in using a verified phone number or email.
• They land on the main page and immediately see the balance, debt or overpayment, the number of active objects, and recent documents.
• If needed, they navigate to a specific section: "Objects", "Requests", "Contracts", or "Finances".
• They use search, filters, and sorting to find the necessary record.
• They open the detailed card of an object, request, or contract.
• They view related data and download the necessary document.
• On a mobile device, they receive the same functionality in the form of compact cards.
  
  

Should visual images or characters be used in the interface design? Describe which ones.

No

Language of the interface:

The main language of the layouts is Ukrainian. It should also provide the ability to switch the interface to Russian and English. Components must work correctly with texts of varying lengths.

Do you have a website and corporate style?

The main website is under development, but the visual direction has already been defined. The interface should be executed in a modern Neumorphism style.

Should the interface be in corporate style?

Yes. The mandatory visual style is modern Neumorphism according to the provided examples.

What colors should be the main and additional in the interface design:

Main color — #27333F.

Accent color — #EF7D00.

The CRM provides the possibility of branding the interface under the own colors of different companies. It is preferable to build the design system so that the main and accent colors can be changed without compromising the integrity of the design.