CRM Navigation Redesign
A Real Estate CRM. Connect consumers and professionals throughout the transaction journey.
Agents & Brokers. Help them stay in sync with their customers and grow their business.
Managers, Admins & Specialists. They use Zap reporting system to oversee leads and agent performance.
To make home buying and selling a simple and delightful experience.
Improve product usability and increase NPS
Increase efficiency in managing Contacts.
Increase user engagement and retention.
Difficult to navigate
Not user friendly
Efficiency. Minimize the effort required to navigate from one place to another
Clarity. Visibility on dashboard, contacts status, lead performance
Consistency. Consistent UI and workflow to navigate through the product
What I Did
• Competitors website study
• Created prototypes
• Conducted user testing
• Analyzed user feedback, defined personas
• Iterated on designs
• Shipped new designs
• Measure redesign success
From the competitive studies I did on 7 CRM systems, I validated my idea of putting the global search in the top navigation is a common CRM design pattern. Click to view comparison image
Invision link: HTTPS://INVIS.IO/S36NZZCEB
I conducted user testing using the prototype I created with a team of 3 at a company conference. Having the opportunities to sit down with our real users really helped us to learn more about their behavior and needs on navigation system. Based on the user feedback we analyzed, I created the following personas: