


Users needed a mobile solution that integrated across different products. Viewing a contact in our app would allow business owners to initiate any type of transaction. The data is tied between the CRM and the Payments application, resulting in a cleaner, more organized experience.

Manually entering card details to transact took up to 2-3 times longer compared to a dedicated POS device. By consulting with experts in the payment processing space, we were able to narrow our focus to a single device for an MVP. The BBPOS Chipper 2x BT would allow our merchants to transact faster, easier, and more reliably by reducing input errors. It also easily integrated with our processing and gateway partners, which made for easier development.

Serving numerous verticals meant having to solve for a breadth of use cases. Refunds had to be flexible – allowing for custom amounts and for the selection of line items from an invoice.

From wireframes, to initial concepts, to final designs.

Our prototypes included all key interactions to provide accurate testing.

As we iterated, we tested more and more interactions.

Being the first native mobile app for Marketing 360 meant we needed to build on top of a solid, well-documented design system. A simpler design language was developed off of the web application.


Reviewing different lead types from various sources

Taking a one-time payment using a stored card

Issuing an invoice refund