CallPlan – Design Guidelines & Feature Overview


App Overview

CallPlan is an iOS call management app (iOS 15+) that helps users plan, prepare, and follow up on phone calls. CarPlay is a first-class feature. The app is available in German, English, and Spanish.

Core idea: A structured call list with reminders, notes, and integrations — for sales reps, managers, and anyone who makes a lot of planned calls.


Feature Overview

Core Features (Free)

Feature Description
Call List Central list of planned calls, sortable and filterable by category, source, and status
Call Categories Business, Private, Internal, None — color-coded chips
Add / Edit Calls Title, contact, due date, category, notes, source
Done Calls Separate list of completed calls, sorted by done date
Push Notifications Two reminders per call: 1 day before and 1 hour before
Call Monitoring Detects when a call ends (via CXCallObserver), prompts to mark as done + add notes
Notes Text and audio notes per call; timeline view; export via email
Authentication Apple, Google, Microsoft/Outlook, Email — all via Firebase Auth
Cloud Sync All data synced to Firestore, user-scoped
Dark / Light Mode Full adaptive UI (Warm Charcoal + Signal Green)
CarPlay Call list, audio notes, quick note recording
Siri Shortcuts Add call, get next call, mark done, list today’s calls, sync calendar
Onboarding Step-by-step first-run flow

Premium Features

Feature Description
Calendar Sync Imports call-relevant events from iOS Calendar, Google Calendar, and Outlook; keyword detection (EN/DE/FR/ES); calendar write-back after call is done
Call Templates Reusable call structures with pre-defined notes and checklists
Call Prep AI AI-assisted preparation for upcoming calls
Contact History Full call history per contact across all past interactions
Follow-up Email Generate and send follow-up emails after a call
WhatsApp Self-Send Send call notes to yourself via WhatsApp for quick reference
Team Spaces Shared workspaces — create or join a team, share call lists with colleagues
CRM Integration Two-way sync with HubSpot and Salesforce; contact search and status updates
Contact Radar (Planned) Proactive contact suggestions based on history
Apple Watch (Planned) Quick call management from the wrist

Platform Coverage

Platform Status
iPhone Primary
iPad Supported (adapted layout)
CarPlay First-class feature
Apple Watch Premium (planned)

Design System

Brand Identity

Warm Charcoal + Signal Green — The core visual identity. Warm (not cold) backgrounds paired with a single, high-contrast accent color. Green means one thing only: something is tappable or interactive.


Color Palette

Backgrounds

Layer from bottom to top:

Role Light Mode Dark Mode
Background (root screen) #F0F0EC #0E0E0E
Surface (cards, list rows) #FAFAF8 #1E1E1E
Elevated (modals, sheets) #FFFFFF #2A2A2A

Action — Signal Green

Reserved exclusively for interactive elements (buttons, links, active states).

Token Hex
Action / Primary #00C853
Pressed / Hover #00A344
Tinted background #E0F8EA

CTA Button

Light mode uses a dark background on primary CTAs so they don’t compete visually with green interactive elements elsewhere.

Mode Background Label
Light #1E1E1E #FFFFFF
Dark #00C853 #0E0E0E

Text

Role Light Dark
Primary #1E1E1E #F0F0EC
Secondary #666666 #999999
Tertiary #999999 #666666
Disabled #CCCCCC #444444

Borders

Role Light Dark
Card border (0.5pt stroke) rgba(0,0,0, 6%) rgba(255,255,255, 10%)
Dividers rgba(0,0,0, 12%) rgba(255,255,255, 6%)

Status Colors

State Color Light Background
Error #FF5252 #FCEBEB
Warning #EF9F27 #FAEEDA

Category Chips (Info Only)

Used for call categories — never reuse for interactive elements.

Category Light BG Light Text Dark BG Dark Text
Business #E6F1FB #0C447C #0C447C #B5D4F4
Private #EEEDFE #3C3489 #3C3489 #CECBF6
Internal #FAEEDA #633806 #633806 #FAC775
None #F1EFE8 #5F5E5A #444441 #D3D1C7

Spacing

Token Value Used for
Section gap 28px Vertical gap between content sections
Horizontal padding 24px Left/right screen padding
Field internal (H) 14px Horizontal padding inside input fields
Field internal (V) 12px Vertical padding inside input fields
Label to field gap 8px Between a field label and its input

Border Radius

Element Radius
Input fields / rows 10px
Buttons 14px
Cards / sheets 16px

Typography


Design Principles

  1. Warm, not cold — Warm off-whites and warm greys, not pure white or blue-tinted greys.
  2. Green = action — Signal Green appears only on interactive elements. Never decorative.
  3. Surface hierarchy — Three distinct elevation levels (background → surface → elevated) create depth without shadows.
  4. Subtle borders — Cards use very low-opacity borders (6–10%), not heavy outlines.
  5. Dark CTA in light mode — The primary call-to-action button is dark in light mode to stand out from green elements.

To capture the full visual language, include:

Screen What it shows
Call list (main screen) Surface hierarchy, category chips, Signal Green FAB/action
Call detail / edit view Elevated modals, FieldBox styling, CTA button
Settings screen SettingsRow components, typography, subtle borders

Both light and dark mode variants are worth capturing for each screen.