We’ve rolled out a full redesign of the Contact Detail Page inside Agent CRM — and it’s all thanks to your feedback during LevelUp!

From poor contrast to buried opportunities, we heard what was frustrating and made changes to fix it. Now, with a cleaner layout, easier tag access, and a faster way to manage opportunities, your CRM workflow just got a major productivity boost.

💬 What We Heard from You

Here’s a snapshot of the top pain points users shared:

  • “Everything looked the same — couldn’t tell what was editable or clickable.”

  • “I had to hover to read tag and workflow names. That was a nightmare.”

  • “Opportunities were buried and took too many clicks.”

  • “Folders? What folders? They all looked white!”

Oof. We get it. So we rebuilt the page to make it easier on the eyes and the brain.

🧠 What’s New in the Contact Page UI

🎨 Clearer Contrast and Better Readability

  • Input Fields: Now darker than field names, so you can clearly see where to type.

  • Empty Fields: Displayed as -- so you can easily spot what’s missing.

  • Folders: Now have a distinct grey background to make them easier to locate.

🏷️ Tags Are Now Readable (Finally!)

  • Wider pop-up for adding tags

  • Full tag names are visible — no more guessing

  • Expand/collapse tag section for a cleaner view

⚡ Opportunities Are Now One Click Away

This was the #1 request. Opportunities are now housed under the Actions section, and the entire card is clickable—so it’s faster than ever to add or view deals.

📈 Engagement Score Front and Center

  • See each contact’s engagement score right next to their name

  • Click to open the full engagement breakdown instantly

📞 Add Additional Emails & Numbers — Without Hunting

  • This option is now right inside the Contact folder

  • No more digging through menus or clicking the wrong thing

🗑️ Delete Contact with Ease

  • We’ve replaced the three-dot menu with a clear delete icon

  • It’s now easier to clean up your list without extra clicks

👨‍💻 What Hasn’t Changed

While the look and feel is cleaner, the functionality you rely on remains the same. Everything you know is still there—it’s just easier to see, use, and access now.

You can also create new tags directly from the contact card, speeding up your workflow even more.

🧪 How to Try the New Experience

This update is live now inside Agent CRM — no toggle required!

✅ Head to any contact record
✅ Click around and explore the new layout
✅ Feel the difference in speed, clarity, and usability

🧠 Final Thoughts

Small UI tweaks can make a huge difference — especially when you live inside your CRM all day. This redesign was built to reduce frustration, improve speed, and help you manage leads with more confidence and less confusion.

If you haven’t explored the new layout yet, now’s the time.

📅 Need a Hand?

If you’d like a guided walkthrough of the new Contact Detail Page (and how to use it to its full potential), our team is here to help.

👉 Book a QuickFix Call: live.agent-crm.com
👉 Start a Free 14-Day Trial: agent-crm.com


Phone and Text, Software, Updates

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