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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.

Real Estate
CRM / ERP Systems
Real estate CRM system design
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.

24 screens

220 hours

Deely CRM interface design

Service:

CRM / ERP Systems

Industry:

Real Estate

Country:

USA

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

Our team created Deely, a full-featured CRM designed specifically for the real estate industry. Embedded automation and communication tools allow realtors to work smarter. They can easily access centralized data, manage property listings, and reach clients through various channels to speed up operations and sales.

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

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.

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.

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.

02

Customer Database Management

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

03

Products Management

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

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.

Screens Overview

 Wireframe of the Deely CRM system's main dashboard screen
  Wireframe of Deely administration overview screen

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