Task Management - CRM Desktop APP

Materials: Cards, Sticky Notes, Google Doc, Jam Board, Figma, Photoshop | Timeline: 4 Weeks

Users: professionals age 22 to 60 | Client : Elegantbuilders.in, City Realtors, Premiumrentals

Client

UX Techniques Used: User interview transcripts, User Persona, User Stories, Empathy Map, Journey Map, Problem Statement, Competitive Audit, Crazy Eight illustrations, Closeup+big picture Wireframes, Digital Wireframe, Low fidelity Prototype, Usability Study, User Flows, Information Architecture, Visual Design, Mockup, Design System, Hifi Prototype, Usability Study, Testing, and handover final prototype to the engineering team.

CRM Desktop App for IBrand Marketing Solution Pvt ltd - Real estate App UX Design Case Study

Timeline: 2 Weeks Materials: Sticky Notes, Pen, Paper, Figma, Photoshop, XD, Animate
UX Techniques Used: Diary studies, The Expert Review, Field Studies, Competitor Analysis, User Flows, Wireframing, Visual Design, Prototyping, Usability Testing

Customer relationship management (CRM) is a a technology for managing all your companys relationships and interactions with customers. It helps businesses to gain an insight into the behaviour of their customers and modify their business operations to ensure that customers are served in the best possible way.

Design Process

I got this Project from IBrand Marketing Solution (Chennai)company. They wanted to create an app for Providing quality service to their potential customers in the Real-estate industry.
Here’s how a CRM system can help their business
Introducing a CRM platform has been shown to produce real results – including direct improvements to the bottom line. CRM applications have a proven track record of increasing: LEAD CONVERSION, SALES, PRODUCTIVITY, CUSTOMER SATISFACTION, FASTER DECISION-MAKING, REVENUE. By understanding your customers better, cross-selling and upselling opportunities become clear — giving you the chance to win new business from existing customers.Todays customers expect fast, personalized support, at any time of day or night. A CRM system can help you provide the high-quality service that customers are looking for. Your agents can quickly see what products customers have ordered, and they can get a record of every interaction so they can give customers the answers they need, fast.

I got this project offer from Chennai client Mr. Sheik Abdulla - CEO of IBrand Marketign Solution & Director-Operations at Elegant builders and developer.

I searched for this kind of CRM app, but I found that many apps are available with expensive monthly charges for using their software. So I researched well and tried to find a customized solution for their business need and I included some new features like auto WhatsApp message integration, Automatic SMS email notification, Chat features, and Instant Call connection through Intercom Phone. So, in this case, scenario, I was eager to design a product where a company collects potential customers contact information from third-party websites, then provide solution based on their interest and financial budget.

Research: My goal for this project,

Simple and Easy to Add Customer Contact information
Assign customers to different team members
Usability Testing
Finding Current user problems or difficulties
Record all discussion with customers, Follo-up, Providing Good support

User Flow

After getting all the information and data from the experts and identifying the problem. I am able to draw user flow and wireframes that I could make sure that I am taking care of users and companies pain points. So that I could give a more user-centered prototype, below are the final user flow and wireframes:

Low fidelity wireframe

Finalizing one High fidelity wireframe prototype

After sketching many wireframes prototypes, I picked one that is easy to use and makes the user journey more meaningful. Below is the wireframe that I finalized:

Visual Design

Logo, Branding, Colors, Typography, Component.

Proto type Design & Testing

Onboarding

The main value of the onboarding process needs to serve, is to set initial expectations from the app, and to get the minimum information we need from the user in order to get started. I did this by showing a simple walkthrough and used forms that are as frictionless as possible with no need to type.

Conclusion

Building a product from the ground up has been a great learning experience. I learned and discovered something new at every stage of the process. From finding out the problem and validating it to conducting user research, preparing wireframes based on the identified user needs, and developing the UI for the app — the entire process has been highly rewarding.The outcome of all the long hours spent trying to develop a minimal and easy-to-use app led to a potential solution that feels like it was always meant to be there.