We need a streamlined, all-in-one contact card designed specifically for real estate investors to eliminate unnecessary clicking and window-switching.
At-a-Glance Property & Deal Details:
Display all property details, deal pipelines, and current stages directly on the main contact card in a single click.
Embed quick-access, clickable links directly to Zillow, Redfin, Realtor.com, and Google for fast property research.
Streamlined Activity & Call History:
Update "Call completed" entries to instantly show call outcomes or attached notes right in the activity feed, allowing users to review lead history immediately without opening separate menus.
Dedicated Disposition Tab:
Add a "Dispo" tab to the contact page to easily manage properties and transactions once they go under contract, all within the same contact card.