CRM system design for real estate
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Deely

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.

Deely CRM interface design

Challenges and solutions

Problem

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.

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.

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 typographyAn example of using the Deely typographyDeely CRM system color paletteDeely CRM system icons set

Scope of work

Research & Discovery

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.

Wireframing

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.

UI Design

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.

Adaptive Design

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!

Clickable Prototype

The primary purpose of a clickable prototype is to test how users navigate through the CRM. It is only a simulation of basic functionalities. Still, it enabled us to assess Deely's usability and identify areas for improvement. We demonstrated to the client how users will search for property offers, how they get in touch with realtors, etc. At the same time, the client could see how the platform simplifies the realtor routine – basic operations are automated and all key information is neatly arranged and always at hand. Feedback from the clickable prototype stage was used to boost the final CRM user experience.

UX/UI Design

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.

Deely CRM system sales analytics dashboard feature
Deely CRM system customer database management feature
Deely CRM system products management feature
Deely CRM system in-app management feature

Results

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> 20%

Lower perceived interface complexity.

> 20%

Lower perceived interface complexity.

> 20%

Lower perceived interface complexity.

> 20%

Lower perceived interface complexity.

Deely CRM system-s main dashboard designDeely administration overview dashboard designDeely analytics dashboard designDeely sales dashboard designDeely products dashboard designDeely customer dashboard designDeely reports dashboard designDeely profile dashboard designDeely project management dashboard designDeely sales overview dashboard designDeely main earnings overview dashboard designDeely main dashboard designDeely earnings overview dashboard designDeely CRM system sales dashboard designDeely customer list management dashboard design

What clients say about us

What teams say about working with us — from early-stage startups to growing global companies.

“DreamX delivered outcomes beyond expectations and needs, making them a highly commendable partner in this field. The team outstandingly managed the entire workflow and communication, ensuring success. Above all, their skills were the most crucial part of the collaboration.”

Kevin Kocian
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Kevin Kocian

CEO, Greek Time Corp

DreamX is still working on the project's launch, but the client was very happy with what they delivered so far. The client was impressed with how they understood the requirements quickly and filled the blanks using their best judgment. They also showcased smooth communication and simple workflow.”

Alexis Haim
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Alexis Haim

CTO, ProrTexx

“DreamX delivered high-quality UX designs, enabling the client to launch their product. Their flexible team completed the tasks promptly. They also communicated directly with the client via email and messaging apps to facilitate effective collaboration.”

Bridger Ammar
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Bridger Ammar

CEO, Holistic Intelligence for Global Good

“DreamX successfully created the designs in Figma. A pragmatic and excellent partner, they effectively managed the workflow and communication.”

Federico Castorina
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Federico Castorina

CEO, Pladri

“DreamX delivered great work, completing and submitting all deliverables on time. The team incorporated the client's feedback into their outputs, which resulted in higher website traffic and user engagement. Moreover, their resources were decisive and client-centric, resulting in a smooth engagement.”

Travis Franklin
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Travis Franklin

Director of Marketing, Mediafy Digital

“DreamX delivered a clean layout with intuitive navigation, high readability, and responsive design, ensuring a consistent, seamless UX for both iOS and Android. The team delivered on time and communicated clearly. Their receptiveness to feedback and quick issue resolution exceeded expectations.”

Alexander Kashubin
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Alexander Kashubin

CEO, Moneta LLC

“Thanks to DreamX, the client gained a well-organized Figma file, which their internal development staff used. This helped minimize errors and ensured a streamlined workflow. The team managed the project efficiently and completed tasks on time. Their members were attentive to the client's needs.”

Lucian Tonu
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Lucian Tonu

BDM, Sysbu

“DreamX delivered a Figma file with all necessary design assets. The team's project management was outstanding since they adhered to deadlines, were responsive to the client's needs, and quickly addressed any concerns. The team's clear and consistent updates made the process smooth and efficient.”

Maksym Horobets
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Maksym Horobets

Founder & CEO, Sparrow Solution Partners

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