Quanta AI — AI Presales Platform Design
Quanta AI is an AI‑driven presales platform designed to help B2B sales teams structure and optimize early-stage customer interactions. The product focuses on automating lead qualification, supporting initial conversations, and providing actionable insights before deals move into active sales stages.
As an AI startup operating in a competitive sales-tech environment, Quanta AI needed a clear and scalable product foundation. The goal of the project was to design a strong brand identity and a functional UX/UI system that would communicate product maturity, trust, and clarity — while supporting complex presales workflows within a single interface.
Challenge
Presales processes are often fragmented across multiple tools, spreadsheets, and CRM systems. This creates information loss, slows down decision-making, and increases manual workload for sales teams.
The main challenge was to design a platform that would:
- Present complex presales data in a clear and structured way;
- Help sales teams quickly understand lead intent and priorities;
- Support AI‑driven analysis without overwhelming users;
- Integrate naturally into existing sales workflows and CRM systems;
- Feel reliable, professional, and scalable as a B2B SaaS product.
The interface had to balance automation with control — allowing AI to assist decision-making while keeping sales managers fully in charge of the process.
Solution
We approached Quanta AI as a product system rather than a set of isolated screens. Our focus was on building a coherent UX structure supported by a restrained and confident visual language.
The solution combined:
- A clean brand identity suitable for a B2B sales-tech product;
- A modular UX/UI system designed for scalability;
- Clear interface hierarchy focused on leads, conversations, and insights;
- Subtle motion and feedback patterns to highlight key AI signals.
AI functionality was integrated as a supportive layer within the interface — surfacing insights, intent signals, and next-step recommendations without disrupting the core presales workflow.
Product Interface
The platform interface was designed as a centralized workspace for presales operations.
Key product modules included:
- Lead qualification and prioritization views;
- Conversation analysis with AI‑generated summaries and signals;
- CRM-integrated deal insights and status tracking;
- Follow-up automation and task reminders;
- Structured dashboards for fast decision-making.
Each module follows consistent UX patterns, allowing users to move between data, conversations, and actions with minimal cognitive load.
Result
Quanta AI received a complete product design system that demonstrates how AI can support presales teams through clarity, structure, and intelligent automation.
The final outcome includes:
- A consistent brand identity for a B2B AI platform;
- A scalable UX/UI system for presales workflows;
- Clear and actionable dashboards for early-stage sales decisions;
- A solid visual and product foundation ready for SaaS growth.
This case highlights our approach to AI and sales-tech product design — creating interfaces that simplify complex processes and help teams move faster with confidence.
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