CRM System
GROW is a cutting-edge CRM system designed to optimize operations and plant care for nurseries and plant shop businesses.
User Experience
User Interface
CRM System
Case Study
Overview
The Problem
Nursery owners today face a range of operational challenges that demand effective solutions. These include accurately tracking inventory to ensure proper stock levels, managing employee schedules and shifts to maintain smooth operations, and generating detailed reports for financial analysis, sales performance, and operational insights. Each of these tasks requires careful attention to detail and efficient systems to meet the demands of a dynamic business environment.
Inventory Management
Due to the lack of accurate tracking of plants and other products, there is difficulty in ordering new supplies
Reports
Reports are often handled manually, making it challenging to keep track of all the reports
Plant Information
nursery owners rely on multiple independent systems for tasks such as employee management, point-of-sale operations, and reporting. We developed a unified platform that integrates all these essential tools into a single, cohesive solution.
This enables nursery managers to access critical business information and oversee operations with greater efficiency.
Additionally, the platform offers a straightforward and user-friendly way for customers to access detailed plant information, enhancing their experience and engagement.
Competitor analysis
Understanding the strengths and weaknesses of existing inventory management systems is crucial for creating a superior solution. This analysis examines two leading platforms — Zoho Inventory and Odoo Inventory — which cater to different business needs and industries.
By evaluating their features, challenges, and user experiences, we identified key opportunities to innovate. These insights shaped the development of GROW, a comprehensive CRM system designed to address gaps in the market while offering an optimized solution for nursery and plant shop management.
Zoho Inventory
Information Overload: Report screens often present too much data, making it hard to spot key details
Less Mobile-Friendly: The mobile experience is less smooth, with overload on smaller screens
Odoo Inventory
Easy Schedule and Sales Management: Simple and convenient navigation through inventory and order management processes
Learning Curve: For new users, the interface might be slightly confusing due to the abundance of options
Complex Menus: Sometimes, users feel that the system contains too many options in a single menu, which can be overwhelming
Questionary
To gain a deeper understanding of the needs of nursery managers and their employees, we conducted 5 in-depth interviews and distributed a questionnaire to 25 participants. The insights gathered from these engagements enabled us to identify the core challenges faced in nursery management and design a targeted, comprehensive solution that effectively addresses these real-world needs.
Which tools do you use daily in the nursery to manage your inventory?
respondents use paperwork to manage their nursery supplies
What primary tools or software do you currently use for managing inventory and plant-related information?
Personas
David Erlich, 28
Working in a nursery for 2 years
Yael Katz, 40
Nursery manager
"I need a system that provides complete visibility into everything happening in the nursery, so I can make informed decisions quickly."
System Map
User Flow
Colors and Typography
Colors
Typography
Urbanist
H1
32px
H2
24px
H3
18px
Paragraph
16px
Smaller text
12px
Main Manager Dashboard
The manager dashboard centralizes key operations and KPIs, offering quick access to sales performance, inventory levels, and employee activity.
The Orders Widget
The Orders widget offers a quick overview of current and recent orders, including their statuses (e.g., pending, in progress, or completed).
Managers can track order details, prioritize urgent requests, and access shortcuts to update or process orders. This widget ensures efficient order management, helping teams stay organized and responsive to customer needs.
The Budgets Management Widget
Provides a snapshot of key financial performance metrics and allows filtering by time periods, including today, month, or year:
Displays revenue for the selected period
Tracks progress toward sales goals
Highlight the best selling product, helps the manager make informed decisions about what to stock and prioritize for future orders.
Sales Distribution Widget
The widget provides a detailed breakdown of how sales are spread across different channels such as online sales, in-store purchases etc.
The Revenue Update & Sales Distribution Widget
Revenue Update: Displays real-time revenue data, including today's total sales and progress toward sales targets. It shows a visual progress bar for managers to easily track how close they are to reaching their goals.
Product Performance:
Highlights top-selling products or categories, allowing managers to make informed decisions about inventory and ordering.
Displays sales performance across different departments (e.g., plants, accessories, tools), allowing managers to see which areas are generating the most revenue.
Cash register System
The Cash Register System is designed to streamline the point-of-sale (POS) process, allowing both employees and managers
to efficiently handle transactions. Key features include:
Filter by Categories: easily filter products by categories such as type of plants (e.g., indoor, outdoor) or product types (e.g., tools, accessories) to quickly find and add items to the cart.
Quick Access to Add Products: after adding products to the cart, employees can quickly add more products with a single click, streamlining the checkout process.
Product Search: enables search for specific products by name or category, making it easier to find and add items without scrolling through the entire inventory.
Barcode Scanning: Allows employees to scan product barcodes directly to add items to the cart, reducing errors and speeding up the checkout process.
Wiki Plants
The widget is designed to serve both customers and employees, providing essential plant-related information to enhance the customer experience and support staff knowledge.
Key features include:
Plant Profiles: detailed descriptions of plants, including growth conditions, care instructions, and ideal environments.
Search & Filter: search for plants based on type, care level, sunlight needs, and more.
Stock Management: quickly check plant availability.
This project was created in collaboration with May Elazar.
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