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.

Solution

I designed the CRM from the ground up for iOS and Android, focusing on clarity and usability. Key features included:

An integrated calendar for managing showings, closings, and appointments.
A “Love It Board” where buyers could save and share favorite properties with their agent.
Streamlined lead management with quick accept/decline workflows to reduce friction.
In-app communication tools to centralize messages and property notes.
A clean, approachable UI balancing functionality with ease of use for busy agents.

Impact

Helped realtors save time by consolidating tasks into one platform.
Increased client engagement through collaborative tools like the Love It Board.
Improved responsiveness to leads with fast, mobile-friendly workflows.
Demonstrated how thoughtful visual design can make productivity tools more intuitive and engaging.