# Insightly CRM - Contact Information Dashboard & UX UI Design

URL: https://rondesignlab.com/blog/work-in-progress/insightly-crm-contact-information-dashboard-ux-ui-design

> The Insightly CRM focused on creating a centralized dashboard that improves how teams manage, segment, and track contacts.

## Insightly CRM - Contact Information Dashboard & UX 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](https://res.cloudinary.com/ducxztw9n/image/upload/v1760513989/IMG_1_ba361c4625.webp)
*Insightly CRM Contact Data Solution*

## 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
- Category: SaaS, Dashboard
- Location: LA, California, USA

![Centralized CRM Development](https://res.cloudinary.com/ducxztw9n/image/upload/v1760513990/IMG_2_2c2fe9cdf0.webp)
*Centralized CRM Development*

## 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### Outdated Scoring Models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.

![Modular CRM Dashboard UI Design](https://res.cloudinary.com/ducxztw9n/image/upload/v1760513990/IMG_3_adb22c833c.webp)
*Modular CRM Dashboard UI Design*

## 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.

> We structured the dashboard around user workflows to maximize task speed and minimize complexity.
>
> — Mari S., COO

![CRM Development Service](https://res.cloudinary.com/ducxztw9n/image/upload/v1760513991/IMG_4_b9215d5587.webp)
*CRM Development Service*

## 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.

![CRM Application Development Services](https://res.cloudinary.com/ducxztw9n/image/upload/v1760513992/IMG_5_9fba237787.webp)
*CRM Application Development Services*

## 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.

![Custom CRM Development](https://res.cloudinary.com/ducxztw9n/image/upload/v1760513990/IMG_6_89306f0c9a.webp)
*Custom CRM Development*

## 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.

> Our focus was clear - simplify contact management through usability-first design.
>
> — Tyler B., UX Architect

![CRM Contact Interaction UI Design](https://res.cloudinary.com/ducxztw9n/image/upload/v1760513990/IMG_7_a11bea07e7.webp)
*CRM Contact Interaction UI Design*

## 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.

![Contact Management Solution](https://res.cloudinary.com/ducxztw9n/image/upload/v1760513988/IMG_8_c896c28c6c.webp)
*Contact Management Solution*

## 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.

![Customer Relationship Management Developer](https://res.cloudinary.com/ducxztw9n/image/upload/v1760513993/IMG_9_1b646f8b57.webp)
*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](https://res.cloudinary.com/ducxztw9n/image/upload/v1760513988/IMG_10_9e20d0bb64.webp)
*Insightly CRM Dashboard UX Design*