Trilloh
TL;DR
A conceptual enterprise sales support platform for independent contractors in the healthcare and sales space, later adapted for real estate agents due to the overlap in workflows. Combining CRM, SMA, scheduling, and task management features, the platform streamlines client organization, property management, asset handling, and event coordination while offering a highly contextual, flexible user experience.
This project showcases my ability to experiment with interaction patterns, craft inventive UI, and develop conceptual designs for complex workflows.
Context
What it is And Who it's For
A conceptual enterprise sales support platform designed for independent contractors managing multiple clients throughout the sales cycle.
My Role
Collaborated with a lead architect to develop concepts, wireframes, workflows, designs and prototypes.
Goals
Create conceptual solutions for a CRM, SMA, Scheduling Assistant, and Task Manager.
Challenges
Client was unsure what their users needed and relied heavily on our team to create requirements.
Exploration
Our agency team was tasked with defining and conceptualizing an enterprise sales support platform for a client in the healthcare and sales space. To visualize the design, we adapted it into a real estate application, leveraging parallels in workflows and user needs.
Contacts
Contacts are grouped into Sellers, Buyers, and Prospects. Size and placement show priority, with larger circles for higher commissions. The lower half highlights immediate tasks, while the top half covers less urgent ones.
Changing Status
Once a contact has a change in status, the associate moves them to the proper category by long pressing then dragging to the respective category.
Properties
Properties are also organized into three categories, For Sale, For Rent, or Auction. The user can switch between map or image view as well as filter or search properties.
Assets
Assets are essential to the sales process and can be linked to properties (e.g., virtual tours, listing details), contacts (e.g., credit reports, client notes), or stand alone (e.g., home buying guides). They are organized by content type with options to search, sort, and filter as needed.
In-App Messaging
Following a similar design to the Asset library, messages are organized by type with additional filters and search functionality. Users can select multiple messages and take actions through a contextual menu that appears only when needed, maintaining a clean and relevant interface.
Event Details
The upcoming event page lists attendees, with a swipe-down gesture revealing property and event details. Users can send and receive messages about the event directly within the app.
In-App Messaging
Following a similar design to the Asset library, messages are organized by type with additional filters and search functionality. Users can select multiple messages and take actions through a contextual menu that appears only when needed, maintaining a clean and relevant interface.
Task Tracker
Provides an overview of daily, weekly, and monthly tasks, highlighting those scheduled or due soon.
