Insightly CRM - Contact Information Dashboard & UX UI Design
Contact Information Dashboard UI Design
Client's Request
- “
We need to improve contact organization in Insightly CRM with a dashboard UX that reduces time spent on data updates and segmentation.
Paul Kennedy
Co-founder at Insightly
Insightly CRM Contact Data Solution
About Insightly CRM project
Industry
CRM, Enterprise
Category
SaaS, Dashboard
Location
LA, California, USA
Centralized CRM Development
User Challenges
Key Pain points
Modular CRM Dashboard UI Design
Our Strategy
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We structured the dashboard around user workflows to maximize task speed and minimize complexity.
Mari S.
COO & CX Designer
CRM Development Service
Project Goals
CRM Application Development Services
Valuable Insights
Major Findings
Custom CRM Development
Our Solutions
- “
Our focus was clear - simplify contact management through usability-first design.
Vitalii B.
UX Architect
CRM Contact Interaction UI Design
Project Result
Contact Management Solution
Key Efficiency Gains
Customer Relationship Management Developer
Client's Feedback
- “
Future plans include adaptive versions of the Contact Information Dashboard to serve teams working across multiple devices.
Paul Kennedy
Co-founder at Insightly
Insightly CRM Dashboard UX Design
Shall we chat?
[email protected]Let’s
talk
Let’s
talk