GRAVITY CRM
ROCKETGENIUS · 2024–2025
“Built for the Gravity Forms ecosystem, turning form submissions into a relationship, not just a record.”
About This Project
Gravity CRM was a customer-relationship product built natively on top of Gravity Forms, turning every form submission into a contact record, with workflows, notes, and follow-up automations attached.
The design challenge was making CRM feel approachable for the existing Gravity Forms audience: small businesses, marketers, and agencies who needed lightweight relationship tracking, not a Salesforce-grade tool.
I led design across the contact list, the contact-detail view, the timeline of interactions, and the integration points with the form builder. The system reused Gravity Forms components heavily, keeping the cognitive load low for existing users.
Particular attention went into the empty states and onboarding flow, most CRM products fail because of the cold-start problem, where a brand-new account looks empty and unclear. We invested in showing users what their CRM would look like once it was working.
The product extended what was possible inside the Gravity Forms ecosystem and gave existing users a path to grow into customer management without leaving the platform they already knew.
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