FocusLayer: Role‑Reduced CRM UX Overlay
9/10
Demand Score
Pipeline data is incomplete and sales efficiency drops because reps avoid complex CRM screens.
8/10
Blue Ocean
Competition Level
$2k-9k
Price/Month
Predicted customer spend
10 days
Time to MVP
Difficulty: Moderate
The Problem
Inadequate multi-user/sales team access:
Competitor Landscape
- WalkMe
- Whatfix
- Pendo
- Salesforce In‑App Guidance
- Scratchpad
- Dooly
Must-Have Features for MVP
Role‑based field minimization and progressive disclosure
Command palette for create/update/log actions
Workflow compiler that converts multi‑screen tasks into micro‑flows
Auto‑drafts for emails/notes with AI, tuned to your templates
Adoption analytics with per‑role A/B testing
Guardrails: fail‑open to native CRM, full audit of writes
No‑code editor to publish overlays without CRM admin access
⚠️ Potential Challenges
- Enterprise extension deployment and IT approvals
- CRM DOM changes breaking overlays
- Field‑level security parity
- Global data residency needs
- Mobile parity for field reps
Risk Level: Moderate
🎯 Keys to Success
- +30–60% increase in activity capture
- >25% reduction in time to log and update records
- Data completeness uplift on required fields
- Low change‑management load (deploy in days)
- High rep NPS for the new UI layer
Ready to Build This?
This moderate-difficulty project could be your next micro-SaaS success.