Unlock greater insight with ContactBuilder: a spotlight on our customisable dashboard

At ContactBuilder, we understand that every housebuilder has their own requirements when it comes to managing prospect workflows and customer journeys. That's why we have enhanced our customisable dashboard feature – to make the users experience more intuitive, accessible and user-friendly. 

 

What's new?

1. Effortless customisation for every user

We've made it easier than ever to tailor your dashboard to fit your workflow, ensuring that every member of the team has what they need. You can:  

• Drag and drop widgets to create a layout that suits your daily tasks 
• Customise and save your dashboard view to suit your role 
• Adjust the date range to prioritise your most critical tasks

 

2. Clearer data visualisation

Understanding key goals and metrics has never been easier with our enhanced visualisation tools which offer: 

• Interactive charts and graphs that simplify data  
• Real-time updates on performance indicators for proactive decision-making  
• Custom filters that allow users to focus on the most relevant data without information overload  

 

3. Intuitive user interface (UI) for a seamless experience

Navigating ContactBuilder has never been smoother, thanks to our redesigned interface. The improved UI offers:  

• A clean, logical layout that minimises learning curves 
• Faster load times for increased efficiency and productivity 
• A fully responsive design that provides a consistent experience across devices 

 

4. Simplified aftercare management (coming later this year!)  

With customer care being a crucial part of your business, our enhanced aftercare dashboard widgets, due to be released later this year, will make it easier to: 

• View all aftercare cases and service requests in a single, user-friendly dashboard  
• Track issue resolution progress with automated updates  
• Set up custom notifications so your team never miss important updates

 

5. Enhanced customer portal integration  

ContactBuilder makes it even easier to communicate with your purchasers, offering:  

• Real-time visibility into customer interactions 
• Improved insights into customer satisfaction, making follow-ups more effective 
• Seamless data flow between internal teams and the customer portal for better communication 

 

These updates make ContactBuilder an even more powerful tool for housebuilders by removing complexity and ensuring that teams of all experience levels can access, understand and act on important data effortlessly. Whether you’re tracking sales performance, managing aftercare or engaging with potential customers, these dashboard enhancements put usability first.  

Want to know more about how you personalise your dashboard, check out our recent blog exploring its features. 

 

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.