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Propflo - A Real Estate CRM Tool
It's a comprehensive CRM tool designed specifically for the real estate industry
Introduction
Propflo is a comprehensive CRM tool designed specifically for the real estate industry, aiming to streamline client relationship management, enhance sales processes, and support sustainability practices.
Problem Statement
Real estate professionals, including agents, brokers, and property management firms, face significant challenges in managing Leads and Opportunities, Client relationships, automating tasks, and integrating sustainable practices into their operations. They need an integrated CRM tool that simplifies these processes, supports energy-efficient retrofits, and ensures a user-friendly experience. Propflo addresses these needs by providing a robust, user-centric CRM solution tailored to the real estate industry.
Target Audience
Primary & Secondary Users
✨ Real Estate Sales - CRM
✨ Real Estate Buyers
✨ Real Estate Brokers
✨ Real Estate Builders/Developers
✨ Property Management Firms
By focusing on these user groups, Propflo can effectively address the specific needs and challenges of its target audience, ensuring a user-centered design approach that enhances user satisfaction and engagement.
The Process & Research
Methods Used:
Research Methods
✨ Online Surveys
✨ Focus Groups
✨ User Personas
✨ Feedback Surveys
✨ User Interviews
✨ Competitive Analysis
✨ Remote interviews
✨ Usability Testing
Key Findings
✨ Real estate agents needed automation and better lead management.
✨ Property managers required efficient data analysis and project management tools.
✨ Sustainability consultants valued clear communication and streamlined workflows.
User-Centered Design Approach:
Propflo is focused on iterative development and collaboration to quickly deliver a user-centric solution. The process emphasized flexibility, continuous feedback, and incremental improvements to meet the evolving needs of admin users.
User-Centered Design Approach
Information Architecture
✨ Centralized data management for easy access and management of all relevant information.
✨ Clear navigation menus and identifiable icons for intuitive navigation.
Prototyping
✨ Using Figma for creating wireframes and high-fidelity prototypes.
✨ Applied Tailwind design system to ensure consistency and visual appeal.
Usability Testing
✨ Conducted remote usability tests to gather diverse user feedback.
✨ Iteratively improved the design based on user feedback and usability findings.
"It's not just about features. It's about crafting experiences that connect on a deeper, emotional level."
User Personas
User Personas
Buyer Persona
Ravi Singh
Age: 35
Occupation: Software Engineer
Location: Mumbai, India
Income: INR 15 lakhs per annum
Background
Ravi is a dedicated software engineer with a family. He values financial stability and is keen on making smart real estate investments.
Goals
Achieve long-term financial stability through real estate investments.
Purchase a family-friendly home with necessary amenities.
Profit from real estate through capital gains or rental revenue.
Challenges
High property prices make it difficult to find suitable investments.
Complex legal procedures are overwhelming,
Difficulty in locating reliable real estate agents.
Ideal Real Estate Investment
Ravi seeks accuracy, efficiency, and transparency. He values expert assistance to simplify the buying process, which Propflo provides.
Builder Persona
Rajesh Kumar
Age: 45
Occupation: Founder and CEO of Kumar Builders
Location: Mumbai, India
Background
Rajesh is a seasoned real estate developer with a successful construction company. He prioritizes high-quality projects and innovation.
Goals
Expand Kumar Builders and maintain its leading position.
Innovate to grow the business and increase revenue.
Deliver excellent projects to clients.
Challenges
Staying ahead of competitors and up-to-date with construction technologies.
Balancing construction costs and quality.
Marketing Preferences
Values word-of-mouth and customer referrals.
Invests in content marketing and digital advertising.
Open to new marketing strategies that align with company values.
Builder Style & Ideal Firm
Emphasizes aesthetics and usability in projects.
Collaborates with architects and engineers to ensure quality.
Manages budgets and schedules effectively, supported by Propflo's tools.
Channel Partner (Broker) Persona
Vinay
Age: 40
Occupation: Broker
Location: Bangalorei, India
Income: INR 10 lakhs per annum
Background
Vinay is an experienced broker focused on expanding his client base and income. He faces fierce competition and specific buyer requirements.
Goals
Establish a strong reputation in the real estate market.
Close significant transactions for sizable commissions.
Attract a large number of clients.
Challenges
High competition in the market.
Difficulty in identifying the right prospects.
Finding and engaging ideal customers.
Ideal Real Estate Investment
Vinay values tools that help manage client relationships and transactions efficiently, which Propflo facilitates.
By putting yourself in the user's shoes, you ensure the digital product addresses their challenges, preferences, and aspirations, leading to a more user-centric and successful outcome.
Visual Design
Guidelines and Tools:
UI Design
Guidelines and Tools:
✨ Tailwind Design System: Ensured a cohesive and scalable design.
✨ Color Scheme: Following the same Tailwind color palette with the Propflo Branding.
✨ Typography: Standard Modern, Default Tailwind Font "Inter"
✨ Icons and Imagery: To be Consistent and intuitive, used Hero icons which is a standard of Tailwind Design system’s Outline
styled Icons.
Key UI Screens:
Sales - Mobile App
Customer - Mobile App
Web and Mobile Applications
✨ Dashboard: Organized layout with key metrics.
✨ Navigation: Sidebar for web, bottom navigation for mobile.
✨ Forms and Inputs: Consistent styling and intuitive layouts.
✨ Buttons and CTAs: Followed the Tailwind design system with Implementation of uur Branding
Customer Portal and Apps
✨ Homepage: Engaging layout with quick access to essential features.
✨ Property Listings: Options for grid or list views, prominent display of images and information.
✨ Account Management: Straightforward interface for managing personal information.
Impact and User Feedback
User Satisfaction
✨ Users have expressed high satisfaction with Propflo’s design and usability.
✨ Positive feedback highlights the tool's appealing design and seamless user experience.
Business Outcomes
✨ With over 50 active users, Propflo’s UX design is considered a key factor in its success.
✨ The user-centered design approach has led to a tool that effectively meets the needs of its diverse user base.
Conclusion
Propflo's success is a testament to the power of a user-centered design approach, leveraging comprehensive user research, prototyping, usability testing, and consistent visual design principles. The result is a CRM tool that not only looks good but also provides a seamless and efficient user experience for real estate professionals and sustainability-focused businesses.
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Hello, I’m Yehezekiel Karri, a UI/UX Designer based
in Andhra Pradesh.
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