Service 06
Agency CRM
Design.
UI/UX for real estate agency CRM platforms — lead pipelines, listing management, agent dashboards, and client tools designed for daily brokerage use.
The Process
How we deliver.
Average timeline
4–6 weeks
Workflow & User Research
We document how your agents, admins, and brokers manage leads, listings, and follow-ups — then identify friction in your current CRM or spreadsheets.
Information Architecture
Dashboard structure, navigation, and data hierarchy designed for fast daily use — pipelines, contacts, tasks, and reporting in logical groups.
UI Design System
A cohesive visual system — tables, cards, filters, modals, and status tags — tuned for dense real estate data without feeling cluttered.
Key Screen Design
High-fidelity screens for lead inbox, deal pipeline, property records, agent activity, and client profiles — desktop-first with mobile companion views.
Handoff for Development
Figma files, component specs, and interaction notes so your dev team or SaaS partner can build or extend your CRM with clarity.
What You Get
Everything you need.
Every screen is shaped around agency operations — from first inquiry to closed deal, without generic SaaS clutter.
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