Revamp Investor Clinic’s Platform to Boost Real Estate Investment
About
Investor Clinic, India's leading real estate agency, aimed to transition from traditional to digital avenues, enhancing customer property searches and optimizing sales operations. Our team, leveraging Lean UX principles, helped curtail their annual Salesforce expenses of 15 lakh, crafting a unified digital platform that elevates them to a frontrunner position in the digital real estate arena.
Role
UX Research
UI Design
Strategy
Goals
Aim to raise on-site property visit bookings to enhance local real estate interactions and boost conversion rates.
Enable users to find relevant listings quickly, cutting search time.
Develop an intuitive in-house app to reduce training and daily operation time for sales staff.
Results
Increased Productivity: Sales executives noted a 25% increase in productivity due to streamlined task management.
Sales Conversion: A 15% rise in conversions from enhanced follow-up capabilities.
Task Completion: A 30% improvement in task completion rates, aided by clear reminders.
ONBOARDING
Enhancing On-Site Property Visit Bookings
Geo-Location Feature: Integrated a geo-location tool to display nearby properties, simplifying on-the-go site visit bookings.
Simple Booking Process: With just a few taps, users can schedule a visit, streamlining their journey from browsing to booking.
Verification Step: To ensure serious inquiries, we added a verification step in the booking process, keeping the system efficient and focused.
Property Detail Page
To tackle user reluctance, we enriched property listings with high-quality photos, detailed descriptions, and virtual tours to provide a comprehensive preview before booking a visit.
Book Free Site Visit
We've partnered with Ola and Uber to simplify transportation for potential buyers, encouraging more on-site visits with a free, convenient cab service. This effort boosts property exploration and enhances purchase likelihood, driving better engagement and conversion
Online Presentation
We facilitate property presentations via Google Meet, Zoom, and Microsoft Teams, allowing potential buyers to explore properties remotely. This convenient option broadens access, enabling more personalized tours and interactive sessions. It's designed to increase engagement and expedite decision-making, ultimately boosting sales conversions.
Verification
To confirm the booking, an OTP will be sent to the user's registered number. This enables the Relationship Manager (RM) to verify contact details. The RM will then call to discuss specific preferences like budget and location, ensuring genuine interest and preventing system misuse for free rides.
Designing for Sales Executives
In our quest to streamline operations and empower our sales team, we meticulously designed the dashboard to cater to the specific needs of our employees. The dashboard displays a variety of performance metrics, including monthly sales figures, daily tasks, and detailed pipeline analysis. This visualization allows employees to monitor their progress in real time, making it easy to identify areas of strength and opportunities for improvement.
Attendance
Lead Details
Web Designs
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