BoldTrail Streams
Mobile app & AI Assistant
I led the design of Streams, shaping the core UX and elevating the visual identity for the BoldTrail brand.
Streams is the mobile companion app to BoldTrail, a feature-rich CRM for real estate agents and brokerages. This streamlined, AI-powered app helps agents on-the-go stay on top of client conversations by bringing their most urgent tasks and insights into focus throughout their day.
Team Leads
Director – George Mountis
Lead UX/UI Designer – Zach Spanton
Development Manager – Andrew Hartnett
Engineering Managers – Jared Davis, Justin Wells
The Problem
Complexity and distraction in all the wrong places
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Sketching Solutions
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Early Prototype
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Beta Release
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The Powerhouse
The AI Assistant makes on-the-go workflows even faster.
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Recorded calls with automated follow-up actions
Calls are automatically summarized and added to the contact record. Then, the AI assistant recommends and completes follow-up actions based on the call context.
Blazing fast follow-ups for every channel
The AI assistant helps busy agents respond to messages quickly and schedule follow-up actions easily.
The conversation flywheel
Once an agent’s inbox is cleared, their assistant offers ways it can help you with the right activities to get more conversations started, and ultimately, close more deals.