Case Study

A mobile-first Sales CRM built and shipped in 75 days

A mobile-first Sales CRM built and shipped in 75 days to bridge marketing and sales for Mailchimp

SaaS Mobile UX/UI CRM Design Sprint
Tempo CRM desktop and mobile interface
Overview

Bridging marketing and sales for Mailchimp's 16 million users

As Mailchimp evolved from an email marketing tool into an all-in-one marketing platform, a critical gap emerged: sales teams had no native way to connect with the marketing insights Mailchimp already captured. Mailchimp engaged Digital Scientists to design and ship Tempo, a mobile-first Sales CRM that would bridge marketing and sales in a single platform.

Using Google Ventures Design Sprint methodology, Digital Scientists rapidly moved from ideation to a validated prototype, then shipped the iOS app to the App Store in just 75 days. A responsive desktop version followed 90 days later. The 8-person team delivered a complete CRM with contact management, deal tracking, lead scoring integrated with Mailchimp campaign data, and a white-label architecture for partner branding.

Tempo demonstrated how design sprints and agile development can compress complex product timelines without sacrificing quality — delivering a full-featured CRM that sales reps actually wanted to use, built from the ground up around Mailchimp's marketing data.

Mailchimp logo

Client

Mailchimp

Industry

Marketing Technology, SaaS, CRM

Services

UX Design & Research, Product Management, Solution Architecture, Mobile App Development

Engagement

75 days (mobile) + 90 days (desktop)

At a Glance

A complex-level Sales CRM built and designed in only 75 days

Through a proven, fast-paced process based on Google Ventures Design Sprint methodology, we helped Mailchimp quickly prototype a new service strategy and reduce costly exploration time.

75

Days to Ship Mobile

90

More Days for Desktop

8

Person Team

2

Platforms (iOS + Web)

Our Role

  • UX Design & User Research
  • Product Management
  • Solution Architecture
  • Mobile App Development

Deliverables

  • Clickable Prototype
  • Responsive Desktop & Mobile App
  • Brandable White-Label App
  • Persona Definition & Guided UX
The Challenge

Connecting marketing and sales in one platform

As Mailchimp evolved from an email marketing tool into an all-in-one marketing platform, a critical gap emerged: sales teams had no native way to connect with the marketing insights Mailchimp already captured. Sales reps needed to know which leads were hot, which contacts had engaged with campaigns, and how to prioritize their outreach — all from a mobile-friendly interface they could use on the go.

Mailchimp engaged Digital Scientists to launch an MVP Sales CRM — a lightweight, mobile-first application that would seamlessly integrate with Mailchimp's marketing data, bridging the gap between marketing insights and sales action.

The key challenge: build a complex-level CRM that sales reps would actually want to use, ship it to the App Store in under 75 days, and then extend it to desktop within 90 more.

Tempo CRM design sprint ideation
Design Process

From remote design sprint to App Store in 75 days

We followed a mobile-first process based on Google Ventures Design Sprint methodology — rapidly moving from ideation to validated prototype to shipped product.

1

Design Sprint

Discovered target audience (sales reps making initial contact), key insights, and core user flows through structured sprint exercises.

2

Quick Prototype

Created a clickable prototype to validate the concept through user interviews. Focused on right amount of info, marketing ratings, and dynamic suggestions.

3

Wireframes & Brand

Built graybox wireframes to set the architecture, then applied Tempo branding with multiple visual design iterations before consolidating to final.

4

Ship & Extend

Shipped the iOS app to the App Store at 75 days. Then extended the design system to desktop with dashboards, reporting, and pipeline management.

The evolution of design

Tempo CRM wireframe

Wireframes

Architecture first

Tempo CRM visual design iteration

Visual Design

Brand applied, iterated

Tempo CRM final mobile design

Final Design

Polished and shipped

Mobile App

Mobile-first for sales reps on the go

The mobile app was designed as the primary mode of interaction for sales reps in the field — giving them the right amount of key information with marketing ratings and interactions to make smarter sales calls.

Tempo CRM - Tasks

Tasks

Tempo CRM - Deals

Deals

Tempo CRM - Leads

Leads

Tempo CRM - Contacts

Contacts

Key mobile insights from user research: easy to use on the go, right amount of all key information at a glance, marketing ratings and interactions help sales reps make informed calls, and dynamic suggestions and ratings provide continuous value.

Desktop Experience

Expanding to desktop with power features

With a solid mobile experience in place, we focused on the gaps implicit with a mobile-first approach — dashboards, reporting, pipeline management, and calendar scheduling that desktop users expect.

Tempo CRM deals pipeline view

Deals pipeline with drag-and-drop Kanban board — track deals from New through Won

Calendar & Scheduling

Keeping organized the massive amount of tasks and meetings for sales people is a major priority — and an area lacking in competitor products. We designed an innovative expanding and contracting view that combined meetings and tasks in tandem, with the ability to drag and drop unscheduled tasks directly into the schedule.

The design evolved through three iterations: from separate task-type views, to merged meetings/tasks, to the final dual-purpose view that proved exciting to sales people during ongoing usability research.

Tempo CRM calendar and scheduling

Reporting & Analytics

Comprehensive visual display with multiple report categories: total sales, sales pipeline, deal activity, and team activity. Designed to give sales reps everything they need at a glance, with room for future customization.

Key metrics include total revenue, new customers, opportunity value, sales by representative, and sales performance — all filterable by time period and team.

Tempo CRM reporting dashboard
Results

Shipped to the App Store

Tempo CRM — "The sales CRM for Mailchimp" — was released to the iOS App Store, giving Mailchimp users a powerful new way to manage their sales pipeline directly integrated with their marketing data.

The mobile-first approach proved successful: sales reps could manage contacts, track deals, schedule tasks, and leverage Mailchimp's marketing insights — all from their phone. The desktop version followed with advanced features including dashboards, detailed reporting, and full pipeline management.

This project exemplified our role as Mailchimp's innovation partner: taking a concept from design sprint to shipped product in 75 days, then expanding to a full cross-platform solution within 6 months.

Tempo CRM on the App Store
Part of the Mailchimp Partnership ← Mailchimp Innovation Partnership
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