Tracxn

A curated selection of projects from my five years at Tracxn, showcasing product enhancements, UX redesigns, and design system improvements. These case studies highlight my design process, problem-solving approach, and impact while respecting product confidentiality.

Throughout my time at Tracxn, I worked across multiple interconnected product areas that supported market research, deal sourcing, CRM, company intelligence, and user acquisition. Each initiative focused on addressing real user problems through thoughtful UX improvements, scalable design patterns, and data-informed product decisions.

year

2021 - 2026

timeframe

2021 - 2026

tools

Figma

Problem

As the platform evolved, new features and workflows were introduced over time, leading to inconsistencies in user experience, increased cognitive load, and fragmented interaction patterns. Users often navigated complex workflows, repetitive tasks, and inconsistent components while performing research and monitoring activities. The challenge was to modernize these experiences while preserving the functionality relied upon by enterprise users.

Solution

The primary goal was to simplify complex enterprise workflows, improve the discoverability of key features, and reduce repetitive user actions. Alongside this, I focused on establishing consistent interaction patterns, enhancing accessibility and usability, and building scalable solutions aligned with the design system. Every design decision aimed to create a cohesive user experience that supported both user productivity and the product's long-term growth.

Key Chanllenges & Solutions

CRM – Pipeline Management

Managing multiple deal pipelines became increasingly complex as users handled a growing number of opportunities across different stages. The existing experience made it difficult to monitor deal progress, collaborate effectively, and quickly take action without switching contexts. To address this, I redesigned the pipeline management experience with a cleaner information hierarchy, improved Kanban layouts, intuitive deal cards, and streamlined interactions, enabling users to organize, track, and manage opportunities more efficiently.

CRM – Deal Details

The deal details page consolidated notes, activities, custom fields, attachments, checklists, and associated entities into a single workspace, making it difficult for users to locate and update critical information efficiently. I restructured the page into clearly defined sections, strengthened the visual hierarchy, introduced contextual actions, and created a centralized workspace that reduced cognitive load while simplifying day-to-day deal management.

Company SEO Page

The Company Profile page needed to present extensive company information while supporting both organic search visibility and product discovery. As the volume of content increased, users found it difficult to identify key insights and navigate the page efficiently. I redesigned the experience with a stronger information hierarchy, structured content sections, sticky navigation, and strategically placed conversion touchpoints, creating a more scannable experience while supporting business goals.

Live Deals Detail Page

The Live Deals Detail page presented large volumes of investment, company, and transaction information, making it challenging for users to quickly evaluate opportunities and identify the most relevant insights. I improved the experience by grouping related information into modular sections, prioritizing critical data, and establishing a clear visual hierarchy, allowing users to review deal information faster and make more informed investment decisions..

Pricing Page

The pricing page needed to communicate multiple subscription plans and their value propositions in a simple and compelling way. Comparing plans and understanding premium features required unnecessary effort, which affected the decision-making process. I redesigned the pricing experience with improved feature grouping, clearer comparison tables, stronger visual hierarchy, and prominent call-to-action sections, making it easier for users to evaluate plans and confidently choose the subscription that best met their needs.