Orbi Houston — CRM/ERP Platform Design for Orbi | Digital Product Development by Yolk Studio
CRM/ERP Platform Design for Orbi
Project Description
Houston is Orbi’s internal CRM/ERP tool, developed to support the full lifecycle of its customer relationships. From mortgage tracking to insurance and investment products, this interface gives Orbi’s advisors a unified view of each client journey, clear, structured, and designed for daily use. Our work included UX/UI design for multiple product categories, a modular design system, and a streamlined interface that blends efficiency with elegance. Every click, contract, and customer touchpoint is made smarter through design.
CRM/ERP Platform Design for Orbi
Project Description
Houston is Orbi’s internal CRM/ERP tool, developed to support the full lifecycle of its customer relationships. From mortgage tracking to insurance and investment products, this interface gives Orbi’s advisors a unified view of each client journey, clear, structured, and designed for daily use. Our work included UX/UI design for multiple product categories, a modular design system, and a streamlined interface that blends efficiency with elegance. Every click, contract, and customer touchpoint is made smarter through design.