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SMARTMOVING CRM · PRODUCT DESIGN

A clearer way to run every move.

A connected CRM concept that helps moving teams manage leads, estimates, schedules, crews, and customer updates—with AI support for the work in between.

  • Moving operations
  • CRM design
  • Conversational AI
Design approach CRM workflows

01 / PEOPLE & PRIORITIES

One operation. Three everyday perspectives.

Role-based persona lenses keep the experience grounded in the people who sell, schedule, and deliver a move.

ROLE LENS

A reliable pulse on the business

See where new opportunities are getting stuck, understand the week ahead, and keep teams aligned without piecing together separate tools.

01

Persona descriptions are working role lenses based on the supplied project brief.

02 / CRM WORKFLOWS

Keep every move moving forward.

A dashboard concept organizes the details around the next useful action: understand the pipeline, review the estimate, and get the right crew ready.

SmartMoving CRM dashboard showing lead performance, today's schedule, revenue trends, lead sources, and move tracking.

03 / AI CONCEPT

Let the team ask for the next step.

A conversational assistant can help surface follow-ups, summarize a move, or prepare a customer update—while the operator reviews details and approves any action.

CONCEPT DIRECTION · HUMAN REVIEW STAYS IN CONTROL
Smart AssistOperational copilot · concept

Which estimates need a follow-up?

ASSISTANT DRAFT

I can help identify estimates to review. Confirm each customer and move detail before sending a follow-up.

Try a prompt

04 / APPROACH & SIGNALS

From operational complexity to a coherent system.

A four-month product design effort spanning discovery, workflow structure, interface definition, and interactive prototyping.

  1. 01

    Understand the operation

    Map the customer and team journey from an initial inquiry to a completed move.

  2. 02

    Shape the workflow

    Use personas, sitemap, and wireframes to clarify priorities and information flow.

  3. 03

    Build the visual system

    Create reusable patterns for a consistent dashboard, mobile experience, and data views.

  4. 04

    Prototype and refine

    Connect the key interactions in a high-fidelity prototype for review with product and engineering.

DESIGN SCOPESystem + dashboard + mobile

Connected product surfaces for day-to-day moving operations.

VALIDATION SIGNALSMeasure the workflow

Potential measures: lead-to-estimate completion, estimate turnaround, schedule changes, and admin effort per move.

DELIVERABLESResearch to prototype

Personas, sitemap, wireframes, design system, data visualization, and interactive components.