Realtix - Real Estate CRM System

Realtix - Real Estate CRM System

A comprehensive solution for real estate agents and agencies. Realtix is an example of a smooth blend of relevant functionality and thoughtful design that ensures seamless customer integration.

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

Realtix is a modern CRM system for customer integration in the real estate niche. Nourished with robust functionality and innovative design, the CRM automates customer interaction strategies and makes it easy to introduce new clients to landlords. 

Screens designed

15 screens

Clock icon

185 hours

real estate crm ux ui 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 approached us with the goal of crafting a user-friendly, comprehensive CRM system for employees in real estate. Our task was to implement this vision in practice and create a functional real estate platform that organizes the process of providing paid services to target customers while boosting sales.

Our Solution

Our design team spent 185 hours crafting a single multifunctional CRM system to help the company's employees serve the customers more easily and quickly. We designed a user-centered platform that connects real estate agencies, independent agents, and brokers to the right web channels. 

Our Design Process

01
Research & Discovery
Initial research and discovery phase

We started our design process with a versatile discovery phase. This stage included three steps. First, we had in-depth conversations with the client to make sure we fully understood their vision and goals. Second, our design team conducted a thorough competitor analysis in the real estate niche to learn the areas for improvement. Finally, we assessed the target audience with their pain points, needs, and expectations to ensure the final product is valuable.

02
Wireframing
UX stage

At the wireframing stage, we translated our research insights into a structured user flow. The focus was on building clear navigation for managing property portfolios, tracking deals, and coordinating communication between agencies and clients. Each screen was designed to streamline daily tasks and ensure that users could access essential data with minimal friction.

03
UI Design
UI stage

Once the UX structure was finalized, we brought it to life through clean, modern interfaces that reflect trust, clarity, and professionalism. These qualities are vital in the real estate industry. The visual language was crafted to enhance usability, featuring intuitive dashboards, easy-to-scan property cards, and clear call-to-action elements. Our goal was to ensure that both agents and brokers could operate efficiently while maintaining a premium visual experience.

04
Adaptive Design
Adaptive design stage

Considering that many real estate professionals work on the go, we ensured the CRM’s design adapted seamlessly across all devices. From desktop to tablet and smartphone, the interface remained consistent, accessible, and optimized for quick actions like responding to client inquiries or updating listings. This flexibility empowered users to manage their pipelines anytime and anywhere, without compromising on performance or clarity.

05
Clickable Prototype
Clickable prototype stage

To validate the user experience before development, we created a fully interactive prototype that simulated the CRM’s core functionality. This allowed stakeholders, including real estate agents and project managers, to test workflows such as adding new listings or managing client interactions in real time. Their feedback helped us refine usability and interaction patterns, ensuring the final design met both business objectives and industry standards.

01

Research & Discovery

02

Wireframing

03

UI Design

04

Adaptive Design

05

Clickable Prototype

Wireframing

To ensure a logical and efficient user flow, we developed a comprehensive set of wireframes illustrating every key interaction within the CRM platform. These wireframes served as the foundation for mapping how real estate agents, brokers, and clients navigate through property listings.

Wireframe of the Realtix real estate management dashboard
Wireframe of the Realtix CRM deals page listing property deals
Wireframe of the Realtix deal details page
Wireframe of the Realtix CRM customers page
Wireframe of the Realtix customer details page
Wireframe of a Realtix task management screen

Visual Design

Our visual design merges sophistication with functionality, ensuring every element in the real estate CRM serves a purpose. The color palette balances professionalism and approachability, while Inter typography and custom icons add refinement and consistency across all screens.

realtix typography
Realtix color palette
An example of using the Realtix typography
Realtix icons set

Key Features

01

Dashboard

A centralized control hub that provides agents with quick access to appointments, recent deals, and customizable filters for seamless daily management.

Realtix dashboard key feature
02

Deals

A dedicated space that streamlines communication between landlords, agents, and clients, ensuring transparency and efficiency throughout every transaction.

Realtix deals key feature
03

Customers Database

A well-structured directory that allows real estate professionals to easily access and manage comprehensive client information in one secure location.

Realtix customers database key feature
04

Tasks List

An organized task management tool designed to help real estate teams track assignments, prioritize activities, and maintain productivity across all operations.

Realtix tasks list key feature

Screens Overview

UI design of the Realtix real estate CRM dashboard
UI design of the Realtix CRM deals page
UI design of the Realtix real estate CRM dashboard
UI design of the Realtix CRM deals page
UI design of the Realtix deal details page
UI design of the Realtix customer management dashboard
UI design of the Realtix customer details page
UI design of the Realtix CRM tasks page

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