Introducing the New Customisable Dashboard from ContactBuilder

At ContactBuilder, we are constantly evolving our system to meet the needs of our users. As the leading and longest-standing housebuilder management solution, our goal is to provide intuitive and powerful tools that streamline your workflow and enhance productivity. Our most recent update is making our dashboard customisable and adding a number of new widgets to choose from.  

 

Personalised Dashboard Experience 

 

Understanding that every role within your organisation has unique requirements, we’ve made it possible to customise the widgets on your dashboard based on user roles. Now, admin users can choose which widgets each user role has access to and the order of these widgets with a simple drag-and-drop interface, ensuring that the most important information is always front and centre.  

 

New widgets include: 

 

• Upcoming Tasks – displaying a summary of overdue and total tasks as well as highlighting key and next tasks 
• Appointments – showing upcoming appointments  
• Reservations – full reservation status overview 
• Contact Origin – details of where your leads are coming from 
• Contacts Added – breakdown of how your contacts are being added to the system  
• Contact Priority – understanding the breakdown of your newly added contacts 
• Newest Contacts – a quick way to find those new leads  
• Top 5 Postcodes – showing the geographical areas your leads are coming from  
• Active Reservations – a review of your confirmed and exchange due reservations  

 

The work doesn’t stop there, additional widgets coming soon to ContactBuilder:  

 

• Interactions – gain a comprehensive overview of your team’s activities with this new widget. 
• Sales Performance – optimise your sales process with detailed metrics provided by this widget, helping you identify bottlenecks and streamline your customer journey, ultimately boosting your sales performance. 
• Developments and Plots – keep track of your developments with ease, providing a visual representation of each development's progress at a glance. 
• Exchanges and Completions Alerts – stay on top of your sales schedule with alerts for upcoming key dates.

 

Why Choose ContactBuilder? 

 

As the most trusted housebuilder management solution, ContactBuilder continues to set the standard in the industry. Our platform adapts to your needs, providing the flexibility and functionality required. The new customisable dashboard is another step in our commitment to innovation and user satisfaction. 

 

Start customising your dashboard today and experience the enhanced productivity and efficiency that ContactBuilder brings to your workflow.