CINC’s Mid-market CRM platform was an exploration and discovery project aimed at designing a solution to meet the specific needs of smaller agencies and single agents.
CINC's main CRM product was aimed at large, high-volume teams and focused on team monitoring, reporting and agent accountability. Through extensive research we discovered a significant number of agents and small real estate companies—both existing and potential clients—who didn't need that functionality, but still needed a solution for keeping track of their sphere, communicating with potential, current, and past clients, and providing a more automated experience for handling daily tasks.
After identifying key cities for learning from this market segment, we conducted over 100 discovery sessions with agents who were not current clients to find out about their daily activities. Beginning with low-fi mockups, we applied these learnings during an extensive period of rapid prototyping. We revisited some of the same agents multiple times for additional feedback and adjusted our designs accordingly.
When I left CINC, the project was still in prototype phase. As a team, we continuously iterated and improved interactive prototypes for both mobile and desktop.
A Lead details screen from a prototype for tablet showing an activity feed
Prototype screen working through the process of adding multiple labels to multiple leads.
The onboarding workflow that emerged through discovery and planning
Exploring the flow for bringing an existing list of contacts into the experience and sorting them into buckets.
Map showing the core structure and details of the app