Lead mgmt App & Branding

Genesis is a lead and territory management platform, both for web and iOS (Android in the works).

THE GOAL: To offer sales agents and managers an easy way to work with leads by showing the closest homes, adding dispositions to homes (like contacted, not interested, etc.) and giving them organizational tools like creating tasks. The app also had to have an easy way to work from a map view.

DESIGN PROCESS: I worked closely together with the client from Salt Lake City, having daily calls on the project. We started the project from scratch, so it was my job to transform the needs of the client into a working architecture. First, I defined an efficient user flow and started working on the first wireframes. When the main UX direction was approved, I started working on the user interface.