CRM - Real Estate Contacts Dashboard
About the Project
The Contact Summary page in Heitkamp CRM is designed to help real estate agents stay connected, informed, and organized. It features a comprehensive client profile, tracks recent activities, categorizes groups, and provides instant communication tools, making every lead interaction clear and manageable.
Tailored for fast-paced workflows, the dashboard empowers users to efficiently manage client data and foster stronger, data-driven relationships.
User Challenges
Real estate agents frequently struggle with disorganized contact information, inconsistent follow-up tracking, and unclear client histories when using traditional CRM tools. As they manage hundreds of leads, it's easy to overlook important updates, miss timely outreach opportunities, and weaken client relationships. This Contact Summary interface aims to resolve those issues by centralizing all interactions, profiles, and tasks into one intuitive view.
Project Result
We have transformed the Contact Summary experience, significantly improving how agents interact with their client database. The redesigned layout centralizes all lead information, follow-up actions, and communication history, resulting in faster access, clearer context, and more informed decision-making. The outcome is a modern, real estate-focused CRM interface that enhances productivity, reduces missed leads, and simplifies client management.
