Insightly CRM - Contact Information Dashboard & UX UI Design

About Insightly CRM project

• The Insightly CRM focused on creating a centralized dashboard that improves how teams manage, segment, and track contacts, with an emphasis on usability, personalization, and workflow efficiency.

• Industry

  CRM, Enterprise

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• Category

  SaaS, Dashboard

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• Location

  LA, California, USA

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User Challenges

• Before the Insightly CRM - Contact Information Dashboard project, users faced fragmented contact data management, slow access to key information, and time-consuming segmentation processes. Teams needed a faster, more personalized tool for daily CRM tasks.

Key Pain points

• Slow Task Completion

  The absence of a single dashboard increased the time to complete daily contact management tasks, reducing engagement and operational speed.

• Fragmented Contact Data

  Users had to access multiple sections inside Insightly CRM to view complete contact details, resulting in lower workflow efficiency and user satisfaction rates.

• Outdated Scoring Models

  Static scorecards did not reflect real-time borrower behavior. This led to inaccurate credit risk decisions and increased non-performing loan rates.

Our Strategy

• Our approach focused on building an Insightly CRM - Contact Information Dashboard ui / ux from scratch, based on user interviews and data flow analysis to improve accessibility, segmentation, and overall usability for business teams.

Project Goals

• Our goal was to create a fully functional Insightly CRM - Contact Information Dashboard ui / ux that simplifies contact data access, reduces time spent on search tasks, improves segmentation options, and supports personalized CRM workflows.

• Real-Time Data Widgets

  We designed responsive data widgets that display key performance and connectivity metrics in one screen, increasing monitoring efficiency.

• Device Management Panel

  The new management panel provides fast access to configuration, provisioning, and firmware updates, reducing task switching by 35%.

• Embedded Alerts and Actions

  Critical exceptions are paired with actionable insights within the same screen. This eliminates the need to switch tabs and supports faster issue resolution.

Valuable Insights

• Through research and stakeholder interviews for Insightly CRM - Contact Information Dashboard example, we identified patterns in Insightly CRM contact data usage that shaped the dashboard design, focusing on improving search efficiency, reducing operational errors, and increasing segmentation engagement.

Major Findings

• The final Microsoft Azure design reduced the average time to resolve device issues by 34% and improved user task completion rates by 39%, leading to faster operational response and fewer errors.

• 39% - Time Lost in Data Retrieval

  Teams lost 39% of their time switching between CRM sections, increasing churn risk and decreasing workflow efficiency.

• 33% - Underuse of Segmentation

  33% of users avoided segmentation due to complex filters, limiting personalization potential in CRM engagement campaigns.

• 47% - Positive Feedback on Views

  47% of users favored dashboards with customizable widgets, supporting the decision to add personalization options in the new dashboard.

Our Solutions

• We created the Insightly project with centralized contact views, advanced filtering, segmentation options, and layout customization, improving usability and operational efficiency across all contact management tasks.

• Single View Contact Dashboard

  The dashboard combines contact information, interaction history, and segmentation tools in one screen, improving user satisfaction and reducing churn rates.

• Modular Widgets and Filters

  Users can personalize their dashboard with modular widgets and advanced filters, reducing task time and increasing engagement rates in Insightly CRM.

Project Result

• The created Insightly ui / ux resulted in reduced contact management time, improved data accuracy, and higher engagement levels, supporting better retention and more effective CRM usage.

Key Efficiency Gains

• +29% Faster Daily Task Completion

  The single dashboard structure reduced daily contact-related task time by 29%, increasing productivity across CRM users.

• +25% Higher Segmentation Usage

  Engagement with segmentation tools increased by 25%, leading to improved targeting in marketing campaigns and better contact relationship management.