Overview
Paal.co is a modern milk and dairy delivery service aiming to simplify daily logistics and enhance customer engagement. They needed a custom CRM platform tailored for their unique operations — from referral programs and order tracking to route automation. Our goal was to design an interface that seamlessly serves customers, delivery agents, and administrators alike, while laying the foundation for future growth.
Focus Areas: CRM UI/UX, Loyalty System, Admin Dashboards
Platform: Web CRM Application


Objective
To design a CRM system that empowers Paal.co’s operations and boosts customer retention by:
Simplifying order and delivery management for all user roles
Integrating a gamified referral system to encourage word-of-mouth growth
Creating a unified experience for customers, admins, and delivery personnel
Building a scalable design system to accommodate future features


Our Approach
We used a research-first design process to uncover real-world operational needs, and delivered a UI that brings clarity and efficiency to complex workflows.
Discovery Workshops: Conducted stakeholder interviews to define primary use cases
Wireframing & Flows: Mapped user journeys and created functional layouts for CRM components
Gamified UX Elements: Designed referral and loyalty features with visual rewards and milestones
Admin & Customer Views: Created a dual-sided UI — clean and action-oriented for admins, simple and intuitive for customers


Our Process
Understanding Every Role in the Journey
We kicked off with collaborative discovery sessions involving Paal.co’s core team, delivery agents, and support staff. The goal was to define how each user — customer, admin, or delivery person — interacts with the system.
Key steps taken:
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Mapped existing offline workflows and pain points
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Defined the critical paths for order placement, delivery tracking, and referrals
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Identified feature priorities like route automation, loyalty systems, and mobile usability
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Outlined tech and design goals for scalability
This phase helped us shape a roadmap grounded in real-world operations.
Structuring an Intuitive Experience
With goals in place, we sketched out user flows for each dashboard type, ensuring the structure felt natural and minimized user effort.
Key elements we created during this phase:
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Dedicated wireframes for three core user types:
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Admin dashboard: With tools for order management, inventory updates, and referral tracking
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Customer panel: Designed for browsing, ordering, tracking, and managing loyalty points
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Delivery interface: Focused on real-time status updates, delivery routing, and task completion
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End-to-end flow mapping for critical tasks like:
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Placing and tracking an order
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Managing user data or editing products
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Redeeming and assigning loyalty point
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Clean, Functional, and Mobile-Ready
Our focus was on building a user-friendly UI that could serve multiple roles without confusion. We kept the design lightweight but visually clear and engaging.
Design highlights:
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Minimal dashboard design with action-first layouts
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Color cues and icons to differentiate user roles and statuses
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Visual progress indicators for orders and referral rewards
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Fully responsive screens optimized for delivery agents on the go
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Modular card components for quick data access and flexible layout reuse
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The result: A clean CRM interface that users could understand at a glance — whether they were managing deliveries, browsing orders, or tracking rewards.
Driving Organic Growth Through UX
We crafted a referral system that not only worked technically but also encouraged engagement through smart UX elements.
What we delivered:
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Tiered reward tracking with milestone progress (e.g., refer 5 friends = 1 free product)
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Visual dashboard for users to track their referral history and earnings
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Admin panel to manage, monitor, and manually adjust loyalty points
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Built-in sharing options for WhatsApp and email
This system added a playful but effective layer to retain and grow Paal.co’s user base.
Smart Controls for Smooth Operations
For the admin panel, we focused on visibility and control — everything from routing to tracking and customer engagement.
Key features and upgrades included:
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Interactive order timeline view: Admins could track every order’s journey from placement to delivery through a visual timeline with status markers.
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Real-time assignment & map-based routing: Assign deliveries on the fly with location-aware tools that optimize delivery routes for speed and accuracy.
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Role-based access control: Different levels of permissions for team members — ensuring only the right people could view or edit specific content.
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Customer insights snapshot: A quick-glance dashboard card showing order frequency, top referrers, and loyalty activity — helping teams make smarter marketing decisions.
The dashboard empowered the team to run operations with fewer bottlenecks.
Ready to Launch and Expand
After refining the designs, we created a scalable design system and prepared handover files ready for development.
Final touches included:
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Organized Figma components for easy developer use
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Design tokens and reusable UI elements for future features
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Testing across different device sizes and network speeds
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Documentation for adding new roles, metrics, or referral types in the future
Now, Paal.co has a future-ready CRM design — one that simplifies operations, builds customer loyalty, and scales effortlessly with their growing business.
Key Outcomes
The final website for Siruvani Printers delivered a complete digital transformation — from a cluttered web presence to a clean, conversion-optimized platform that communicates quality and trust. The improved UX, mobile responsiveness, and SEO-focused content helped attract the right visitors, leading to higher engagement and better business outcomes.
The new website reflects Siruvani Printers’ professionalism, creating a strong first impression and building trust with potential clients.
Improved site speed and navigation ensured users could explore products and services without friction — boosting user retention.
SEO-optimized structure brought in more organic traffic and improved local visibility in search engines.
Streamlined inquiry process encouraged more quote requests and client communication.
A mobile-first design helped Siruvani Printers tap into mobile users who now form a large share of visitors.
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