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Real Estate Pre-Sales CRM Platform

  • Type

    Web App UI/UX

  • Role

    Lead UI/UX Designer

  • Duration

    3–4 Weeks

  • Tools

    Figma, Photoshop, Apache ECharts (prototype)

User Flow Diagram

Interactive Prototype

Prototype preview
View Prototype

Project Description

A complete pre-sales CRM for real estate teams—centralizing lead management, Kanban/Table workflows, WhatsApp, Calendar, To-Dos, and dashboards into one seamless experience.

This platform was designed for Prestige Group, one of India’s largest real estate developers. The Dashboard focused on KPIs and analytics: stage-wise funnel (Untouched → Attempted → Validated → Site Visit → Booking), executive leaderboard, talk time, and conversion trends. I built the analytics UX/UI using Apache ECharts demos (bar, line, donut, heatmap) so it looked “live” even in design stage. These working JS configs were handed to developers to save build time and to give clients a real-product feel.

The design system had defined colors, typography, spacing, and reusable components. Auto Layout in Figma ensured responsiveness, and fully prototyped flows (lead lifecycle, site visits, WhatsApp chats, task scheduling) gave stakeholders an interactive click-through experience.

Problem

Pre-sales teams often struggle with fragmented tools for leads, follow-ups, WhatsApp, site visits, and reporting. Switching between multiple platforms slows response time and increases lead leakage.

Solution

For Prestige Group, I created a unified CRM with Auto Layout and design tokens. It included Kanban and Table lead views, detailed lead profiles, WhatsApp-style chats, calendar planning, and KPI dashboards. Analytics were prototyped in Apache ECharts with real option objects, ensuring developers could plug data quickly. This reduced engineering time and gave management a dashboard that felt enterprise-ready from day one.

Impact

  • 40% faster follow-ups with fewer misses
  • Clear accountability via dashboards & leaderboards
  • Developers integrated charts quickly using my ECharts demo configs
  • Improved usability through consistent layouts
  • Prestige stakeholders experienced a near-live prototype, building early trust

My Responsibilities

  • Owned design end-to-end: from research to high-fidelity execution.
  • Collaborated with PMs, engineers, and stakeholders to frame problems and co-create solutions.
  • Crafted accessible experiences with clean visual hierarchy and interaction details.
  • Used prototypes and research (click-through flows, usability validation) to inform decisions.
  • Evolved a design system with tokens for colors, typography, and reusable UI components.
  • Communicated design rationale with data, insights, and prototypes for buy-in.
  • Built developer-ready chart configs in Apache ECharts to accelerate implementation.
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