Desktop CRM usability improvements

PROJECT: Redesign an existing CRM used by administrators to manage high volumes of real estate leads, create marketing campaigns, while incorporating an existing transaction management framework. 

MY ROLE

• Evaluated existing SaaS CRM and redesigned for improved UX.

• Worked with multiple product managers to determine necessary content and functionality.

• Presented new design ideas to stakeholders.

• Created all screen designs, maintained a prototype in InVision to display interactions, and delivered designs to developers via Zeplin.

• Provided design direction to remote off and on-shore teams in an agile environment to ensure a quality product.

Sitemap: before

Sitemap: after redesign

RECOMMENDATIONS

Existing design: actions relating to a page were separated into sub-navigation pages.

• Move actions onto their related main page.

Existing design: the editable contact details were separated onto two tabs and displayed on another static summary tab (see below).

• Move all editable details to same tab, and allow edititing within the display modules to improve consistency and reduce clicks.

Existing design: confusing to navigate and complicated by seldomly used and outdated sections.

• Simplify the site by removing seldomly used areas and dead ends.

• Add pages for overview of important info organized by sorting and filtering.

Previous UI

Redesigned UI

Features

• Editable contact dashboard displays data on 1 tab that had been spread across 3 tabs.

• Exposed and redesigned UI of task functionality which had been previously hidden.

• Expandable right column displays important transaction info and notes.

• Each transaction block opens to show more detailed info such as associated properties and contacts related to the transaction.

UI Elements