MJ Design
Main visual for Real Estate Agent Dashboard (Capifrance CRM Prototype)

Real Estate Agent Dashboard (Capifrance CRM Prototype)

Dashboard • CRM • Saas

Tools: Figma, Miro, Zapier, AppFollow, Jira

Client

CapiFrance agent

My Role

UX/UI designer & developer

Duration

3 months

Project Focus

Dashboard, CRM, Saas

The Challenge

This dashboard UI was designed to help real estate agents from networks like Capifrance manage their leads, properties, appointments, and sales analytics from a single interface.

Approach & Solution

The goal of this project was to streamline the workflow of real estate professionals by centralizing information. It aims to reduce friction in everyday tasks such as managing property files, tracking lead status, and preparing for appointments, consult your calendar, possibility of consulting analytics and generating personalized messages to leads with AI.

Key Project Steps

UX Research & Insights Visual

UX Research & Insights

To understand user frustrations, I analyzed feedback from leading property apps like SeLoger and Bien'ici using AppFollow to identify key issues: complex navigation, poor visibility of property statuses, and weak data insights. To address these, I applied Jakob Nielsen's usability heuristics to ensure clear system status and prioritized recognition over recall with intuitive icons. Key features introduced were a visual sales pipeline, a merged list/map view to centralize information, and a 'Done for the day' feature for better task management.

Leads management & Property overview Visual

Leads management & Property overview

Clear lead list with contact information, property interest, and sales stage ; Visual list of homes with management shortcuts.

Responsive Design Visual

Responsive Design

The project is to adapt the UX UI quality in the mobile version as best as possible for the user.

Step 2: Design the remaining pages Visual

Step 2: Design the remaining pages

Design the remaining pages, including a personalized message generator powered by AI and an analytics page, ensuring consistency with the overall branding.

Key Goals & Projected Impact

  • Reduce time spent on lead management by 40% through a centralized dashboard.
  • Increase property viewing appointments by 25% with an integrated map and streamlined scheduling.
  • Validate the user-centric design with highly positive feedback from initial test users.