A centralized CRM platform tailored for real estate agents and property managers to streamline daily operations and improve sales efficiency.
Role
Product Design Manager
Industry
Real Estate / Property Management
Service Provided
UX Research, UI/UX Design, CRM Workflow Design, Dashboard Interface, Design System, Agent Portal
This CRM was developed to give estate agents and letting teams a better way to manage their property listings, leads, viewings, and follow-ups – all in one place. The platform was designed to reduce manual effort and bring structure to day-to-day operations, offering real-time visibility and smooth workflows across teams.
Understanding and mapping the workflow of estate agents and office staff.
Designing intuitive dashboards for property, lead, and appointment management.
Balancing complexity (lots of fields, data, actions) with a clean UI.
Creating a design that’s scalable for both solo agents and larger teams.
Build a user-friendly CRM that simplifies property and lead management.
Create role-based interfaces (admin, agent, assistant) for better task control.
Design smart filters and quick actions to boost agent productivity.
Maintain brand consistency across CRM and website for seamless user transition.
Support future integration with third-party tools like portals or email platforms.