WhiteGrid

BACKGROUND

Please describe your company and position.

I am the owner of Ratehonk

Describe what your company does in a single sentence.

CRM Solutions by RateHonk help businesses manage leads, customers, and sales processes in one centralized platform. Our CRM systems are designed to improve customer relationships, streamline communication, and increase sales productivity. We provide custom CRM development and integration tailored to your business workflow. Key features include lead management, customer data tracking, sales pipeline automation, follow-up reminders, task management, reporting, and performance analytics. Our CRM solutions can be integrated with Business WhatsApp API, websites, email, and third-party tools, allowing businesses to automate customer interactions and respond faster. This helps teams reduce manual work, improve conversion rates.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire WhiteGrid to accomplish?

• CRM UX/UI Design, Design System Development, AI-Accelerated Prototyping

SOLUTION

How did you find WhiteGrid?

Referral

Why did you select WhiteGrid over others?

Good value for cost

How many teammates from WhiteGrid were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We needed:

•⁠  ⁠A clean and intuitive CRM UX structure
•⁠  ⁠A scalable design system built for long-term product growth
•⁠  ⁠Alignment with Canadian design and usability standards
•⁠  ⁠Faster iteration cycles to accelerate beta validation
•⁠  ⁠Reduced development ambiguity for our internal team

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Onboarding & Activation Metrics

These matter most for SaaS.

- Increase in user activation rate (e.g., 35% → 55%)

- Reduction in onboarding drop-off

- Time to first value (TTV)

- Completion rate of onboarding steps

- Trial-to-paid conversion rate

Engagement & Usage Metrics

Good UI increases product stickiness.

- Daily Active Users (DAU)

- Weekly Active Users (WAU)

- Feature adoption rate
- Session duration

- Feature confusion/support queries

Retention & Churn Metrics

UI clarity directly impacts churn.

- User retention (Month 1, Month 3)

- Churn rate

- Renewal rate

- Subscription upgrades

Describe their project management. Did they deliver items on time? How did they respond to your needs?

WhiteGrid managed the project in a structured and organized way. They established clear milestones early in the engagement and maintained regular communication through weekly updates and review calls.

All design work and iterations were shared through well-structured Figma files, making it easy for our team and developers to collaborate and provide feedback. Deliverables were provided on schedule, and any adjustments were handled quickly.

Their process combined design exploration with rapid prototyping, which helped us validate product ideas faster and make informed decisions during the beta development phase.

What was your primary form of communication with WhiteGrid?

Virtual Meeting

What did you find most impressive or unique about this company?

Their ability to combine:

Strong SaaS UX thinking

System-level design structure

Practical accessibility awareness

AI-driven rapid iteration

They didn’t just design screens; they helped structure the product logically and strategically, which accelerated our development process.

Are there any areas for improvement or something WhiteGrid could have done differently?

they can expand there team to handle project timelines better.

BACKGROUND

Introduce your business and what you do there.

I’m the co-founder and CEO of a Career Tech company

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire WhiteGrid to accomplish for your business?

We needed help with the end-to-end design of our website.

SOLUTION

What was the scope of their involvement?

WhiteGrid has designed our website, including wireframes and screens.

What is the team composition?

We’ve worked with 2–5 teammates from WhiteGrid.

How did you come to work with WhiteGrid?

We found them on LinkedIn. We chose them because they had high ratings, offered good value for the cost, were referred to me, and had company values aligned with ours.

How much have you invested with them?

We’ve spent less than $10,000.

What is the status of this engagement?

We started working with them in January 2025, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

WhiteGrid has met our expectations. We’ve tracked the time spent on the website, conversion, and qualitative feedback.

How did WhiteGrid perform from a project management standpoint?

They’ve done a fantastic job as a team and delivered on time. We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

WhiteGrid’s strong work ethic, high sense of ownership, and high-quality design acumen are impressive.

Are there any areas they could improve?

They’ve been extremely good.