During my tenure at CINC this project was, by far, the largest and most continuous. The CRM is CINC's core product for real estate agents and brokers and provides a full suite of tools to help them manage their business. The solution includes Lead monitoring and reporting, Team monitoring, Site content management, and extensive communication tools. Each agent also had a custom, localized consumer experience for their market, which helped them to better connect with potential buyers and sellers. It also served as the portal for gathering data on consumer behavior and preferences.
Real estate agents and brokers were relying on several pieces of software to run their business day to day. Getting these various solutions to communicate was a real challenge and gathering the data into a single place required custom solutions.
We spent time with some of North America's top brokers, agents and team leaders, exploring what they would like to see in a single solution. Version 1 was a base lead capture and management system with a customized home search experience. We progressively continued our interaction and discussion with an ever-expanding user base and sought out the best way to meet the needs of a very diverse client base.
I worked closely with the development and product teams to deliver incremental changes and updates based on user feedback and discovery. We executed 2 major redevelopments of CINC CRM during my time there and moved toward a component-based UI for both desktop and mobile.
CRM+ Version 3, Leads Table view, showing a wealth of key data points and providing the most useful actions for agents in a single view
Sample of major refactor of CRM+ navigation, showing tiered options based on selection. As the company grew, the navigational hierarchy became enormous. This concept explored nesting to create better wayfinding across the app.
Version 2 of both the Agent and Consumer products for Desktop, Tablet and Mobile. Agents and brokers could make real-time updates to their listings, easily access buyer info and site activity, and communicate directly with interested buyers all in a single platform.
Some early UI Wireframe sketches that would become the basis for the revised home search experience