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

01

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.

02

Information Architecture

Dashboard structure, navigation, and data hierarchy designed for fast daily use — pipelines, contacts, tasks, and reporting in logical groups.

03

UI Design System

A cohesive visual system — tables, cards, filters, modals, and status tags — tuned for dense real estate data without feeling cluttered.

04

Key Screen Design

High-fidelity screens for lead inbox, deal pipeline, property records, agent activity, and client profiles — desktop-first with mobile companion views.

05

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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CRM dashboard overview (desktop)
Lead pipeline / deal board views
Contact & client profile screens
Listing / property record layouts
Task & follow-up management UI
Agent performance summary views
Admin settings & team management screens
Mobile-friendly key flows (leads, tasks)
Reusable UI component library
Empty states, alerts & notification patterns
Figma source files + dev handoff notes
UX flow documentation PDF

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