Vantage CRM

[ABOUT]

Vantage is a real estate company from Dubai. It needed a CRM to run its sales process in one place: leads, clients, properties, employees, calendar and a team leaderboard. Sales managers work through leads and clients, and admins assign managers, track statuses and keep an overview of the whole client base.

[TASK]

Design the product from scratch: wireframes, user flows and the full interface. I designed the MVP around the core scenario of turning a lead into a client in a few short steps, and built a component system so the product stays consistent. After the MVP I kept working with the client, expanding the existing flows and adding new features as the product grew.

Vantage CRM: user flow
Vantage CRM: persona Anna Kovalenko, goals and frustrations
Vantage CRM: user roles and permissions
Vantage CRM: client preferences and saved properties (empty state)
Vantage CRM: property profile preview
Vantage CRM: set a meeting
Vantage CRM: add property photos
Vantage CRM: property list
Vantage CRM: add employee photo
Alyona

[CONTACT]

No brief?
No problem. Say hi.

alencamomila@gmail.com