Flexperto is a SaaS platform that transforms how businesses connect with their customers. Designed for industries like finance, insurance, and telecom, it streamlines digital interactions with seamless video consultations, secure messaging, e-signatures, and smart scheduling — all in one place. By making customer engagement effortless and compliant, Flexperto helps companies close deals faster and build stronger relationships in a digital-first world.
Flexperto
A digital communication platform that enhances remote customer interaction for enterprise sales teams.
Branding
Product Design
SaaS
User Experience
Company
Flexperto GmbH
Role
Product Design
Year
2021-Present
Objectives
As the product designer, I help define and shape our product by transforming complex problems into user-friendly solutions from concept throughout development.
Agile Design Process
In a small company where things move quickly, we need to be able to act fast, which is why we embrace an Agile approach. Design evolves alongside development — creating, testing, and improving throughout each sprint. Close collaboration with developers and constant feedback keep things flexible, ensuring fast iterations and a user-friendly, high-quality product.
Dashboard
The homepage of the dashboard is the first thing users see when they log in - it sets the tone for their entire experience. As the product expanded, I redesigned the dashboard to seamlessly integrate new functionalities while preserving the familiar flow users relied on. The challenge was to modernize the interface without disrupting their workflow. By enhancing usability, we ensured that the first page they land on feels intuitive, effortless, and more powerful than ever - no re-learning required, just a seamless upgrade.
Meeting Room
The meeting room is an integral part of the communication platform, designed to ensure seamless customer interactions without the need for additional tools. It is compatible with all web browsers and features unique URLs, accessible only to invited participants. Recent improvements include AI-powered features such as transcription, live captions, and agenda management, along with recording capabilities, file and document sharing, and white-labeling options that allow companies to personalize the platform’s look and feel.
Inbound and outbound flows
Challenge: To create a seamless scheduling experience for both customers and experts. Customers needed a quick, hassle-free way to book appointments, while experts required an effortless process to initiate and manage meetings. Beyond scheduling, the flow had to guide users from the initial request to key actions like signing documents or closing a sale, ensuring a smooth, end-to-end journey.
