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.
Task for the Solar Digital team:
- 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
What we did:
- Approached Quanta AI as a holistic product system rather than a set of individual screens
- Built a consistent UX structure backed by a restrained and confident visual language
- Developed a clean brand identity relevant to a B2B sales-tech product
- Designed an interface focused on leads, conversations, and key insights
- Used delicate animations and feedback patterns to highlight important AI signals without distracting from the workflow
- Integrated AI functionality as a supporting layer that surfaces insights, intent signals, and next-step recommendations
- Delivered a centralized workspace for presales operations: lead qualification and prioritization, conversation analysis with AI‑generated summaries, deal insights with CRM integration, and follow-up automation
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:
- Delivered a cohesive product design system that demonstrates how AI can support presales teams through clarity, structure, and smart automation
- Developed a consistent brand identity for the B2B AI platform
- Built a complete UX/UI system for presales processes
- Clear, practical dashboards that help decision-making at the early stages of sales — a solid foundation ready to scale as a SaaS platform
