DOSS CRM

As part of the Ask DOSS startup, I designed a mobile CRM application built specifically for realtors to manage buyers, sellers, and leads more effectively. The app consolidated daily workflows into one place, helping agents stay organized, respond quickly, and keep client relationships at the center of their business.

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Client

Year

2017

Industry

PropTech

Role

EX Lead / Product Manager

Challenge

Traditional CRM tools often felt generic and bloated, leaving realtors juggling multiple apps to track leads, manage showings, and communicate with clients. DOSS needed a purpose-built CRM that was mobile-first, realtor-specific, and easy to use on the go.

Process & Solution

My design process combined efficiency, focus, and continuous feedback to create a CRM tailored to real estate agents’ daily needs. Starting with realtor interviews and workflow audits, I identified the essential tools agents relied on most and mapped opportunities to reduce task friction. From there, I designed an integrated experience that unified communication, lead tracking, and scheduling into one intuitive platform. Close collaboration with developers and iterative testing helped refine the details and ensure seamless usability across devices.

Built from the ground up for iOS and Android, the CRM featured an integrated calendar for showings and closings, a “Love It Board” where buyers could save and share properties, and streamlined lead management with quick accept and decline workflows. In-app communication tools centralized conversations and property notes, all within a clean, approachable UI that supported agents’ fast-paced workflows.

Impact

Streamlined client management with a mobile-first CRM for real estate agents.
Increased lead response speed with integrated communication tools.
Simplified buyer engagement via the “Love It Board”, guiding showings and closings.