Deely – Real Estate CRM

Deely – Real Estate CRM

A robust solution for real estate agencies, property brokers and agents. Deely's CRM brings interactions between realtors and clients to a new level, automates routine operations and drives sales.

CRM / ERP Systems icon
CRM / ERP Systems
Real Estate icon
Real Estate
About Project
Our Task
Design Process
Wireframes
Visual Design
Key Features
Screens

About the Project

Deely is a cutting-edge CRM that transforms the way real estate professionals connect, manage, and close deals. Property listings, customer contacts, deal history, built-in messenger – a platform that allows realtors to keep all information at hand and track activities on the go.

Screens designed

24 screens

Clock icon

220 hours

Deely CRM interface design
CRM / ERP Systems icon

Service:

CRM / ERP Systems

Real Estate icon

Industry:

Real Estate

Origin country icon

Country:

USA

Partnership period icon

Partnership period:

2022

Our Task

The client asked for a centralized hub that would give a unified view of their entire real estate operations: contacts, communications, and property details. We had to design a platform with multiple features under one roof that automates repetitive tasks and allows realtors to focus on client relationships and close deals faster.

Our Solution

The client asked for a centralized hub that would give a unified view of their entire real estate operations: contacts, communications, and property details. We had to design a platform with multiple features under one roof that automates repetitive tasks and allows realtors to focus on client relationships and close deals faster.

Our Design Process

01
Research & Discovery
Initial research and discovery phase

To kickstart our design journey, we temporarily stepped into the shoes of realtors to get firsthand insights into what challenges they face in their daily work. We interviewed agents and brokers to identify the pressing moments in their workflow. Then, we studied user behavior to learn how individuals search for property offers. The findings guided us in creating a responsive design platform with core features for the real estate industry and fully meeting the expectations of both the client and its customers.

02
Wireframing
UX stage

Next, we translated these insights into basic layouts or wireframes. This stage helped us map out Deely's core functionalities and information architecture. Digital mockups demonstrated CRM’s layout, screen organization, and placement of essential elements. Multiple iterations allowed us to recreate the most optimal user experience and arrange buttons, menus, forms, and information displays like broker contacts or property listings to achieve a clear and intuitive user flow. We could see potential usability issues and eliminate these before the core design stage.

03
UI Design
UI stage

Having completed the backbone of the Deely CRM, we moved to the User Interface (UI) design. Our designers focused on the visual elements and overall look and feel of the product. It is all about making functionality intuitive and aesthetically pleasing. First, UI is easy-to-use buttons and menus that simplify the CRM navigation. Besides, it has well-organized forms and data entry fields that automate property deals. A realtor can instantly access clients, deal history and property database, while users can easily browse listings and get additional information.

04
Adaptive Design
Adaptive design stage

Real estate professionals are always on the go! We followed adaptive design principles so that the platform can flawlessly function on any screen size, from desktops to tablets and smartphones. Fluid grid systems and touch-friendly interactions were our priorities. Adaptive design makes Deely available to a wider user base and allows realtors to manage property deals effectively from anywhere. With Deely, a property video tour can be handled even with just a smartphone!

05
Clickable Prototype
Clickable prototype stage

Real estate professionals are always on the go! We followed adaptive design principles so that the platform can flawlessly function on any screen size, from desktops to tablets and smartphones. Fluid grid systems and touch-friendly interactions were our priorities. Adaptive design makes Deely available to a wider user base and allows realtors to manage property deals effectively from anywhere. With Deely, a property video tour can be handled even with just a smartphone!

01

Research & Discovery

02

Wireframing

03

UI Design

04

Adaptive Design

05

Clickable Prototype

Wireframing

To establish a strong foundation for the user interface design, we developed a robust set of wireframes exceeding 14 screens in total. These wireframes functioned as a visual blueprint that outlines how agents and brokers would interact with the platform to manage their clients, properties, and deals.

Wireframe of the Deely CRM system-s main dashboard screen
Wireframe of Deely administration overview screen
Wireframe of Deely analytics dashboard screen
Wireframe of Deely sales dashboard screen
Wireframe of Deely products dashboard screen
Wireframe of Deely customer dashboard screen
Wireframe of Deely reports dashboard screen
Wireframe of Deely profile dashboard screen
Wireframe of Deely project management dashboard screen
14+ Wireframes

Visual Design

While working on visuals, we followed current design trends - an interface with clean lines and clear typography. We used green as the dominant color, with grey and yellow as accents. Green symbolizes the growth and stability of real estate, a grey shade outlines property listings, and yellow brings a touch of energy and vibrancy to the overall design.

Deely CRM system typography
Deely CRM system color palette
An example of using the Deely typography
Deely CRM system icons set

Key Features

01

Sales Analytics Dashboard

Interactive dashboard that tracks key metrics. It allows realtors to monitor their progress in real-time and refine their sales strategies to close more deals.

Deely CRM system sales analytics dashboard feature
02

Customer Database Management

Deely keeps customer information organized and accessible. It stores contact details, property interests, and communication history.

Deely CRM system customer database management feature
03

Products Management

Deely manages property listings effortlessly. It allows users to upload high-quality photos, create detailed descriptions, and track key data points.

Deely CRM system products management feature
04

In-App Managment

Deely streamlines realtors’ workflow and keeps them productive on the go. It supports appointment scheduling, emails, built-in messenger, and task management.

Deely CRM system in-app management feature

Screens Overview

Deely CRM system-s main dashboard design
Deely administration overview dashboard design

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