Taruna Infosoft Web Application 2024

Real Estate CRM System

Comprehensive customer relationship management solution designed specifically for real estate company to streamline operations and enhance client relationships.

Role

UI/UX Designer & Frontend Developer

Duration

6.5 months

Team

3 members

Tools

Figma, HTML, CSS, JavaScript, Bootstrap

Overview.

The CRM web application was developed to address the complex needs of real estate company who manage multiple clients, leads, and transactions simultaneously. The system provides a centralized web application platform for lead management, appointment management, client communication, email marketing, and report and analysis management.

I identified key pain points in their daily workflows and designed an intuitive solution that reduces administrative overhead while improving client satisfaction and sales conversion rates. This comprehensive solution allows for better data visibility, faster communication and higher operational efficiency across the real estate team.

Challenge.

Fragmented Data Management

Real estate professionals were using multiple disconnected tools for client management, property listings, and communication, leading to data silos and inefficiencies.

Poor Lead Tracking

Lack of systematic lead nurturing and follow-up processes resulted in missed opportunities and reduced conversion rates.

Manual Administrative Tasks

Time-consuming manual data entry and report generation took focus away from client relationships and sales activities.

Lack of Marketing Tools

No integrated email marketing or digital outreach tools made it difficult to engage potential clients, promote listings, and build brand presence efficiently.

Approach.

I implemented role-based access control to ensure users only see relevant information, reducing cognitive load and improving efficiency. Both dashboards share a unified database for data consistency while maintaining separate, optimized interfaces for different user needs.

By implementing role-based access control, users only saw information relevant to their tasks, reducing cognitive load and improving productivity. Both dashboards were connected to a unified database to ensure consistent, real-time data across the system. The admin interface prioritized oversight and control, while the employee dashboard was streamlined for daily task management. Prototypes were tested and refined based on user feedback, resulting in an intuitive and efficient CRM experience tailored to real estate workflows.

Solution.

I designed a comprehensive dual-dashboard CRM system that separates administrative and employee functions while maintaining seamless data flow between both interfaces. This approach ensures each user type has access to relevant tools without unnecessary complexity.

Admin Dashboard

Complete Business Management

The admin dashboard serves as the control center for real estate operations. I designed it to handle employee management, lead distribution, client oversight, task assignment, financial tracking, and performance analytics. The interface includes comprehensive reporting tools and email campaign management, giving administrators complete visibility into business operations and team performance.

Key features include automated lead distribution based on agent availability and location, detailed employee performance tracking, invoice management with payment status monitoring, and interactive analytics dashboards for data-driven decision making.

Employee Dashboard

Focused Daily Operations

The employee interface focuses on daily productivity and client management. I streamlined the experience to provide quick access to assigned leads, client portfolios, personal tasks, appointment scheduling, and invoice processing. The design eliminates distractions and emphasizes the tools employees need most.

Features include personal lead management with conversion tracking, simplified client relationship tools, task progress updates, integrated calendar scheduling, and streamlined invoice creation with approval workflows.

Impact.

The CRM system has been successfully implemented across multiple real estate agencies, delivering measurable improvements including a 45% increase in lead conversion rates, 65% reduction in administrative time, 80% improvement in task completion, and 3.5x faster employee onboarding.

These improvements demonstrate significant operational efficiency gains and enhanced team collaboration. The role-based design reduced training time while providing administrators with better business visibility and real-time insights into team performance.

Users particularly appreciated the intuitive interface and comprehensive features. Administrators valued the real-time reporting and automated task distribution, while employees praised the streamlined lead management and simplified daily workflows that allowed them to focus on client relationships rather than administrative tasks.

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