The point I was trying to make about mobile is that "master/detail" patterns are well established and the UX clear (cf. Android & iOS default address book apps)

The point I was trying to make about mobile is that "master/detail" patterns are well established and the UX clear (cf. Android & iOS default address book apps); this is not the case on the web. Each of SFDC, SugarCRM, Insightly (and presumably Romulus) uses a different pattern. And if you look at front-end frameworks for guidance (Bootstrap, Foundation, cx_codaxy [0]) most don't do more that provide data tables with in-line edit; rather tedious for CRM with several dozen fields. We try to use UX analysis tools and interview users (Inspectlet, UserTesting) but we still sense a lot of frustration & confusion... Sorry, this is heading off topic for the OP, but interesting to note the priority of your first hire -- smart choice! [0] http://cx.codaxy.com http://cx.codaxy.com