RoleWise UI: Adaptive CRM Simplification Layer
8/10
Demand Score
Low adoption stalls pipeline visibility and forecasting; sales teams revert to spreadsheets or email.
7/10
Blue Ocean
Competition Level
$2k-6k
Price/Month
Predicted customer spend
10 days
Time to MVP
Difficulty: Moderate
The Problem
A Chrome/Edge extension plus server-side policy engine that auto-simplifies Salesforce, Dynamics, and HubSpot UIs by role, record type, and task. RoleWise hides non-essential fields, reorders layouts,
🔗 Validated by Real User Complaints
This problem has been verified through 5 real user complaints:
Competitor Landscape
- Pendo
- Appcues
- WalkMe
- Salesforce In-App Guidance
- Whatfix
Must-Have Features for MVP
Per-role/task UI skins (hide/reorder fields, tabs)
One-click macros and guided flows
LLM-assisted field autofill from emails/docs
Contextual hints and error prevention on forms
Usage telemetry to auto-tune simplification rules
Admin console with approval workflow and audit
Zero-schema-change deployment (no CRM reconfig required)
Fallback switch to native UI
⚠️ Potential Challenges
- Browser extension policy and enterprise deployment
- Keeping pace with CRM DOM changes and releases
- Balancing simplification with compliance requirements
- Data extraction accuracy from unstructured sources
Risk Level: Low
🎯 Keys to Success
- Time-to-first-value under one week
- 30%+ reduction in clicks/time per core task
- Measurable increase in daily active users
- No breaking changes to CRM configuration or compliance
Ready to Build This?
This moderate-difficulty project could be your next micro-SaaS success.