Revwit — AI-enabled B2B Sales CRM
Revwit is a Sales CRM designed for B2B Sales teams to help capture leads, optimise sales processes, manage client relationships and close more deals, faster and more efficiently.
I led product and brand design for Revwit, a B2B sales CRM that uses AI to optimise the sales process by capturing leads, tracking deals and building stronger client relationships. Leading to the acquisition of 200+ users in the first week of launch and a special feature in multiple tech publications — including Lagos Startup Expo, African Startup Festival and an interview on Silverbird.
Business Context & Problem
Revwit helps B2B teams capture leads, auto-enrich missing data, and optimise communication and deal tracking amongst teams. The product was functional but adoption and retention were low; the website and marketing had different messaging.
- Increase qualified trial signups by 30% in Q2.
- Reduce average time-to-first-deal by 20%.
- Improve brand clarity to support enterprise sales collateral.
- Small team, tight engineering bandwidth.
- Legacy UI components; needed incremental changes.
- Regulatory/enterprise security requirements for onboarding and data import on Google and Microsoft.
My Responsibilities
- Led end-to-end product design (user flows, wireframes, hi-fi screens and developer handoff and synergy).
- Redesigned brand identity and marketing assets (website, landing pages, hero videos, pitch decks).
- Ran usability tests in collaboration with customer support and iterated on onboarding copy/flows.
- Created motion specs and handed off to engineers and motion designers to implement on website and marketing campaigns.
- Coordinated Ops — A/B tests with Growth, Support, and Sales team to measure impact and seamlessly onboard clients.
Users & Stakeholders
- Sales Managers (use the product daily) — goals: reduce manual work, increase pipeline.
- Revenue Ops — goals: accurate data and predictable forecasting.
- CEO
- Head of Sales
- Sales Team Members
Research Summary
- 100+ customer interviews (recorded).
- 80+ product demo sessions.
- 6+ in-person sales booths at tech conferences.
- Sales teams would be willing to migrate to a cheaper, less cumbersome tool over Zoho, Pipedrive and Salesforce.
- Onboarding for competitors was a point of friction due to too many technical steps tailored to experienced sales teams.
- Revwit onboarding required 3 separate configuration steps — many dropped at step 2.
- Website messaging used product jargon and failed to communicate ROI clearly.
Design Principles & Hypothesis
- Make terms simple — make the CRM easily understandable.
- Remove friction — fewer decisions up-front and automated onboarding for data import.
- Surface value quickly — show measurable ROI within first session.
"If we reduce onboarding steps from 5 to 3 and make the brand language simple to digest, with automated client data import, users will not need technical expertise to understand and use the CRM."
Product Features
Use forms, email integrations and AI to automatically capture, enrich and update your leads.
Sales teams typically have to upload customer and deal data manually using spreadsheets, ensuring all data is up to date every time.
- Email sync upload & auto-enrichment.
- CSV import
- Import template implementation
- Website embedded forms for newer leads
- Increased customer retention by 80%.
- Completely erased drop-off at onboarding.
- Created multiple alternatives for sales teams using other CRM tools.
All of your leads, interactions and insight in one place — viewed as a table or Kanban view categorised by deal status. Deals can also be viewed in multiple currencies.
- Sales teams use multiple tools to track their sales process.
- Customer data easily gets lost in deal tracking.
- Data imported manually from external form tools.
- 2 modes of viewing deals and company data.
- Table view as the central source for all data.
- Kanban view for deal tracking with automatic currency conversion.
- Closed 10+ new sales teams transacting in multiple currencies.
- Onboarded 30+ clients migrating to Revwit as their sole sales tool.
Revwit built & integrated an email feature that allows users to communicate with team members and leads both individually and in groups (via bulk email).
Most CRM tools require communication to happen outside of the CRM, breaking context and tracking.
- Enable email between team members within the CRM.
- Enable emails to clients and track communication history.
- Saved multiple companies from using a separate communication tool.
- Tracked previous email communications history from within the CRM.
Revwit integrated tasks and notes to enable sales teams to keep track of who is responsible for each deal and manage assignment within the CRM.
- Users could not collaborate with team members within the CRM.
- External tools required to track and assign individual to-dos.
- Translate all deal actions to tasks.
- Translate feedbacks to notes.
- Sync with Google and Microsoft calendar for deadline tracking.
- Platform usage increased by 25%.
- Users could easily give feedback within the CRM.
Brand & Visual Identity
Due to the introduction of newer automation features, Revwit began to integrate more AI functionality resulting in a rebrand to position it as an AI-powered CRM.
- New logo refresh.
- Introduction of a consistent visual design system with realistic imagery and illustrations.
- Introduction of motion graphics for promotions.
Website
Revwit needed to modify its messaging to better position it for sales teams. The website had focused on deal closure alone, but as customers engaged with the CRM, customer pain points became clearer. A change was therefore necessary.
- Introduction as an AI powered tool.
- Clarity on newer features for users like lead capture and relationship management.
- Improved customer support and faster onboarding.
Marketing Materials
The rebrand had to be universal and across all platforms. It was necessary to produce both physical and online marketing materials.
- Graphic design, motion videos of app features.
- Event backdrops, merch and souvenir designs for physical promotions.
- Featured in Tech Cabal, Africa Startup Festival.
- Present at Moonshot, Revup, Lagos Startup Expo, Silverbird TV, Nigeria Fintech Forum and more.
Outcomes & Impact
Revwit is a VC-Backed B2B SaaS that, as a result of the rebrand, product evolution and marketing efforts has:
- Onboarded over 200+ sales teams and team members.
- Increased company revenue by 4x since initial product launch.
- Featured in Tech Cabal and Africa Startup Festival.
- Present at Moonshot, Revup, Lagos Startup Expo, Silverbird TV, Nigeria Fintech Forum and so on.
What I Learned & Next Steps
- Consistent customer feedback is the biggest driver to product evolution and retention.
- Users are willing to migrate if sales team efficiency is improved and all product promises are delivered.
- Leading design across brand, product and marketing is made easy when documentation is done properly and AI tools are leveraged.
- Meet your customers where they are. Going for sales events has greatly improved product visibility.
