CRM MOBILE APP > UX AND VISUAL DESIGN

PROJECT: Design a new mobile app for agents to use to manage their leads and inform referring brokerages of lead and transaction status.

MY ROLE

  • Work with product managers and developers to design a new cross-platform mobile app CRM for real estate agents developed in React Native.

  • Perform user testing on real estate agents and report findings to team and stakeholders.

  • Create all screen designs using Sketch and maintain a prototype in InVision in order to present ideas to stakeholders and embed screens into JIRA tickets for developers.
  • Provide solutions for multiple use cases and back-end considerations.


USER Flow > lead Contact and follow up

Similar to a user flow I designed for the CRM to track contact made with leads and capture pertinent information.


SIMILAR EXAMPLE DESIGN AND PROTOTYPE

Click image or here to view small Marvel prototype for a sample of visual design and prototyping skills based on the dashboard and contacts sections of the CRM. 


I have designed over 75 screens and for multiple use cases. Some of the features include a task, notes and transaction management system as well as lead follow up and contact management.