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SAFARI CRM
Project type
CRM Web App
Goal
To centralize financial, operational, and client data into a single system that improves transparency, reduces manual work, and ensures every safari runs smoothly from booking to completion.
Role
UX/UI Designer – CRM Web App
(Handled user flow mapping, dashboard layout, wireframes, and high-fidelity UI)
Design Approach
The design focused on clarity, hierarchy, and scalability, ensuring complex safari operations could be managed with minimal training. A clean, data-driven layout emphasizes efficiency for administrators while maintaining a polished, professional look for client-facing modules.
Key Features
Client booking and automated payment setup with integrated Square payment links
Smart payment reminders triggered by due dates
Real-time client ledger with invoice and statement generation
Internal cost tracking for profit and expense analysis
Safari management tools for itineraries, documents, and guide assignments
Team task management with progress tracking
Dynamic reporting for financials, operations, and vendor analytics
Link
Safari CRM is a custom client relationship and financial management system built for safari tour companies. It streamlines every part of the business from client bookings and automated payments to team coordination and profit tracking , all in one intuitive platform.