Real Estate CRM Case Study
Background and Goals
The CRM was designed as a role-based system that supports the complete real estate operations workflow through clearly defined views for different teams. The solution provides distinct workspaces and permissions so each team can operate efficiently without being overwhelmed by irrelevant data or actions.
Figma
Primary design tool for wireframing, high-fidelity UI, component creation, and system documentation. Auto Layout and shared libraries ensured consistency and scalability.
Figma collaboration
Comments and shared review sessions for stakeholder collaboration, design reviews, and iterative feedback on workflows and interaction logic.
Approach, Architecture &
Key Decisions
The Real Estate CRM was designed and developed as a workflow-driven, enterprise-focused internal product.
Role-driven CRM with distinct workspaces: Agent Experience (dedicated workspace and tabs), plus other role-based views. The design enables each team to operate efficiently with clear hierarchy and interaction logic.
Outcomes & Impact
Outcomes & Impact
Design outcome
Role-driven CRM that clearly separates responsibilities while maintaining a unified product experience. Structured around distinct workspaces and permissions.
Extensions / Future Work
Designer growth
Deeper understanding of designing role-based, enterprise internal products and workflow-driven systems.
Artifacts & Visuals
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