Brexa

Brexa

Brexa

[ INTRODUCTION ABOUT BREXA ]

[ INTRODUCTION ABOUT BREXA ]

[ INTRODUCTION ABOUT BREXA ]

Brexa.ai is an all-in-one CRM and workflow automation platform built to help small and mid-sized businesses scale without juggling multiple tools.

How it helps

It is a B2B and B2B2C platform that unifies the business operations into a single, powerful platform that grows with them. Stop juggling between disconnected tools and start executing with precision.

Brexa users

Small scale businesses, startups, freelancers & agents, Local shops and e-commerce sellers needing an affordable all-in-one solution.

[THE PROBLEM STATEMENT ]

[THE PROBLEM STATEMENT ]

Small and medium businesses often rely on multiple disconnected platforms for CRM, email marketing, workflow automation, online stores, chatbots, and omnichannel support.

The two key issues

Fragmented workflows

Switching between multiple platforms slows teams and creates friction.

Fragmented workflows

Switching between multiple platforms slows teams and creates friction.

Fragmented workflows

Switching between multiple platforms slows teams and creates friction.

High Cost of Growth

Paying for overlapping subscriptions burdens small and mid-sized businesses.

High Cost of Growth

Paying for overlapping subscriptions burdens small and mid-sized businesses.

High Cost of Growth

Paying for overlapping subscriptions burdens small and mid-sized businesses.

The opportunity for brexa

Create a unified platform that is intuitive, scalable, and cost-effective.

[OUR USERS ]

[OUR USERS ]

We defined 4 key segments

Small business needs

Local shops and e-commerce sellers needing an affordable all-in-one solution.

Startups

Early-stage teams looking to automate growth without heavy developer resources.

Agencies & freelancers

Managing multiple clients’ campaigns and pipelines, needing efficiency.

SMB teams

Sales, support, and marketing teams needing shared workflows and omnichannel support.

[THROUGH INTERVIEWS AND TESTING ]

70% were frustrated with tool-switching overhead

50% paid for features they didn’t use

The top request: “Give us one place to do it all.”

UNIBOX / Multichannel chat inbox

UNIBOX / Multichannel chat inbox

[ THE PROCESS ]

[ THE PROCESS ]

1

Discovery & Research

Scalable Design System

Conducted competitor benchmarking (HubSpot, Zoho, Salesforce, Freshworks, Pipedrive).

Built a scalable design system for Brexa, creating reusable components and guidelines that streamlined design-to-development workflows.

Identified opportunities in simplicity, automation-first workflows, and affordability.

Built a scalable design system for Brexa, creating reusable components and guidelines that streamlined design-to-development workflows.

2

Competitor analysis

Scalable Design System

Sales, support, and operations teams keep jumping between tabs, chasing leads in email, WhatsApp, spreadsheets.

Built a scalable design system for Brexa, creating reusable components and guidelines that streamlined design-to-development workflows.

3

Defining the Experience

Scalable Design System

Designed end-to-end flows for CRM, campaigns, pipelines, and automations.

Built a scalable design system for Brexa, creating reusable components and guidelines that streamlined design-to-development workflows.

Prioritized ease of setup and cross-feature integration (e.g., a form submission automatically creates a CRM entry and triggers an email sequence).

Built a scalable design system for Brexa, creating reusable components and guidelines that streamlined design-to-development workflows.

Custom Pipelines

[ Custom pipelines ], users can create their own custom pipelines according to their requirement

Integrate Chatbot

Businesses can integrate chatbot to their website to handle the interaction between their customers

Unibox

All the business to customer interactions happen here

Contacts

All-in-one growth platform bundling CRM, Custom pipelines, marketing automation, and AI chatbot.

4

Prototyping & Validation

Scalable Design System

Built interactive prototypes in Figma for core modules.

Built a scalable design system for Brexa, creating reusable components and guidelines that streamlined design-to-development workflows.

Ran usability tests with 12 small business owners — simplified workflows and reduced onboarding friction.

Built a scalable design system for Brexa, creating reusable components and guidelines that streamlined design-to-development workflows.

CRM CONTACTS / Imported CSV file of contacts

CRM CONTACTS / Imported CSV file of contacts

[ THE CHALLENGES ]

[ THE CHALLENGES ]

Designing Brexa was like designing 6 products in one: CRM, marketing, automation, chat, store, and analytics.

How i solved this

Built a scalable design system

Built a scalable design system for Brexa, creating reusable components and guidelines that streamlined design-to-development workflows.

Built a scalable design system

Built a scalable design system for Brexa, creating reusable components and guidelines that streamlined design-to-development workflows.

Built a scalable design system

Built a scalable design system for Brexa, creating reusable components and guidelines that streamlined design-to-development workflows.

Defining variables

Conducted user research about how the users are using existing platforms for their business needs

Defining variables

Conducted user research about how the users are using existing platforms for their business needs

Defining variables

Conducted user research about how the users are using existing platforms for their business needs

Design modes

Using the variable and semantic tokens, i have designed it for light and dark mode

Design modes

Using the variable and semantic tokens, i have designed it for light and dark mode

Design modes

Using the variable and semantic tokens, i have designed it for light and dark mode

[ COMPONENTS ]

Small and mid-size teams were wasting hours switching between email, WhatsApp, spreadsheets, and chat apps just to keep up with customers.

[ RECENTLY I WORKED ON ]

Small and mid-size teams were wasting hours switching between email, WhatsApp, spreadsheets, and chat apps just to keep up with customers.

[ PAPER WIREFRAMES ]

[ PAPER WIREFRAMES ]

[ PAPER WIREFRAMES ]

This section was all about switching myself to creative mode. I started sketching interfaces and tried various iterations to diverge myself to all set of possibilities and finally decided to stick with these. This helped me to visualise the early stages of app. It also helped me to define the layout and structure.


[ FINAL SCREENS ]

[ FINAL SCREENS ]

[ FINAL SCREENS ]

Sales, support, and operations teams keep jumping between tabs, chasing leads in email, WhatsApp, spreadsheets, and half-set-up automations. They lose context, hot leads go cold, and hours vanish into copy-paste work.

Sales, support, and operations teams keep jumping between tabs, chasing leads in email, WhatsApp, spreadsheets, and half-set-up automations. They lose context, hot leads go cold, and hours vanish into copy-paste work.

[ RECENTLY I WORKED ON ]

Small and mid-size teams were wasting hours switching between email, WhatsApp, spreadsheets, and chat apps just to keep up with customers.

Custom Pipelines

Worked on custom pipelines where the businesses can adapt and create pipeline according to their business needs.

Custom Pipelines

Worked on custom pipelines where the businesses can adapt and create pipeline according to their business needs.

Custom Pipelines

Worked on custom pipelines where the businesses can adapt and create pipeline according to their business needs.

AI chatbot

Worked on custom pipelines where the businesses can adapt and create pipeline according to their business needs.

AI chatbot

Worked on custom pipelines where the businesses can adapt and create pipeline according to their business needs.

AI chatbot

Worked on custom pipelines where the businesses can adapt and create pipeline according to their business needs.

Unibox

Worked on custom pipelines where the businesses can adapt and create pipeline according to their business needs.

Unibox

Worked on custom pipelines where the businesses can adapt and create pipeline according to their business needs.

Unibox

Worked on custom pipelines where the businesses can adapt and create pipeline according to their business needs.

Omni-Channel

Worked on custom pipelines where the businesses can adapt and create pipeline according to their business needs.

Omni-Channel

Worked on custom pipelines where the businesses can adapt and create pipeline according to their business needs.

Omni-Channel

Worked on custom pipelines where the businesses can adapt and create pipeline according to their business needs.

Automations

Worked on custom pipelines where the businesses can adapt and create pipeline according to their business needs.

Automations

Worked on custom pipelines where the businesses can adapt and create pipeline according to their business needs.

Automations

Worked on custom pipelines where the businesses can adapt and create pipeline according to their business needs.

[ THE IMPACT ]

[ THE IMPACT ]

Sales, support, and operations teams keep jumping between tabs, chasing leads in email, WhatsApp, spreadsheets, and half-set-up automations. They lose context, hot leads go cold, and hours vanish into copy-paste work.

Sales, support, and operations teams keep jumping between tabs, chasing leads in email, WhatsApp, spreadsheets, and half-set-up automations. They lose context, hot leads go cold, and hours vanish into copy-paste work.

450M

Meetings daily.

Meetings daily.

50%

Increased Revenue

Growth.

Increased Revenue

Growth.

[ REVENEW GROWTH ]

[ REVENEW GROWTH ]

Enhanced personalization and user engagement open opportunities for premium feature upsells and cross-selling across different industry verticals.

Enhanced personalization and user engagement open opportunities for premium feature upsells and cross-selling across different industry verticals.

[ THE RETROSPECTIVE, MY LEARNINGS ]

[ THE RETROSPECTIVE, MY LEARNINGS ]

Working at Brexa was a monumental moment in my early career and I couldn’t have been fortunate enough to have worked with talented folks that elevated each other’s crafts, while positively impacting business and customers across Brexa.

Strategically designing for both business and user needs

During my time, project priorities shifted, which required me to reevaluate my approach to new projects based on available time and resources. Learning to strategize both immediate MVP solutions and long-term roadmap planning proved invaluable.

Impact of rapid prototyping and presentation

Prototyping has always been a key strength of mine, and collaborating with product and engineering teams has truly highlighted its impact. It helped me identify blind spots and accelerate decision-making within my team.

Inspiration through ownership and craft

I have always been a proponent for design craft and impact. But, my experience at Brexa highlighted the true impact of craft and ownership through the people leading these experiences and their impact across business and customers. It was an inspirational moment to witness in my career.

[ MY CONTRIBUTION FOR MARKETING BREXA ]

[ MY CONTRIBUTION FOR MARKETING BREXA ]

[ MY CONTRIBUTION FOR MARKETING BREXA ]

Sales, support, and operations teams keep jumping between tabs, chasing leads in email, WhatsApp, spreadsheets.

Sales, support, and operations teams keep jumping between tabs, chasing leads in email, WhatsApp, spreadsheets.

Custom Pipelines

[ Custom pipelines ], users can create their own custom pipelines according to their requirement

Integrate Chatbot

Businesses can integrate chatbot to their website to handle the interaction between their customers

Unibox

All the business to customer interactions happen here

Contacts

All-in-one growth platform bundling CRM, Custom pipelines, marketing automation, and AI chatbot.

  • Custom Pipelines

    [ Custom pipelines ], users can create their own custom pipelines according to their requirement

  • Integrate Chatbot

    Businesses can integrate chatbot to their website to handle the interaction between their customers

  • Unibox

    All the business to customer interactions happen here

  • Contacts

    All-in-one growth platform bundling CRM, Custom pipelines, marketing automation, and AI chatbot.

  • Custom Pipelines

    [ Custom pipelines ], users can create their own custom pipelines according to their requirement

  • Integrate Chatbot

    Businesses can integrate chatbot to their website to handle the interaction between their customers

  • Unibox

    All the business to customer interactions happen here

  • Contacts

    All-in-one growth platform bundling CRM, Custom pipelines, marketing automation, and AI chatbot.

Saikrishna

Microphone

Vanneldas

Helping business build user-friendly, visually appealing interface for web/mobile apps, websites, SaaS products, internal tools, etc.

Boston, Massachusetts

United States

Boston, Massachusetts

United States

Saikrishna

Microphone

Vanneldas

Helping business build user-friendly, visually appealing interface for web/mobile apps, websites, SaaS products, internal tools, etc.

Saikrishna

Microphone

Vanneldas

Helping business build user-friendly, visually appealing interface for web/mobile apps, websites, SaaS products, internal tools, etc.

Boston, Massachusetts

United States