LeadDelta is a CRM for professional connections used by teams and individuals to manage their contact book. It is used by over 36,000 users and over 100 organizations.
<aside> ✨ I led end-to-end design of this feature and worked closely with sales and engineering teams to identify the most effective solution. I worked on the user research, user experience, user interface, prototyping and testing.
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TIMELINE
2 months
TOOL BOX
Figma, Procreate, Linear
MY ROLE
end-to-end product design
Users often managed multiple LinkedIn conversations, meetings, and follow-ups simultaneously. However, LeadDelta lacked a centralized system for tracking these tasks, forcing users to switch between LeadDelta and other tools. Business users also wanted to be able to assign tasks to other team members and have a collaborative feature in their workspaces.
This constant context-switching disrupted users workflow, making the process inefficient and ultimately driving them away from LeadDelta.
<aside> ❌ Interviews and replays showed users jumping between LinkedIn, notes, spreadsheets, and inbox flags to remember follow-ups.
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Creating a reminder required leaving the conversation view and opening a separate page or tool. Most users deferred it (“I’ll do it later”) and never returned.
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A major challenge our users faced was keeping up with their professional network, LinkedIn messages and follow-ups. With numerous connections and ongoing conversations, it was easy to lose track of important actions. They needed a solution to manage LinkedIn related tasks efficiently, without relying on third-party apps.