Insightly Releases Dynamic Customization Features for Better Context-Based Customer Engagement

By Sudipto Ghosh On Apr 18, 2018

Insightly’s Metadata-driven Architecture Allows For Rapid Innovation on Its Customer Relationship Platform, Outpacing That of Legacy CRMs

Insightly, the CRM for building lifelong customer relationships, announced its latest product release designed for modern enterprises whose unique business dynamics require greater flexibility in how they structure and access their customer data.

Insightly offers a new breed of CRM that helps modern businesses of all sizes build lifelong customer relationships and grow faster than ever before.

Anthony Smith, CEO and Founder at Insightly — ***Anthony Smith***

At the time of this announcement, Anthony Smith, CEO and founder, Insightly, said, “This product release is about customization and personalization of Insightly for you, your coworkers and the way your business works. Today’s new features give you an incredible amount of fine grain control over what data to show each individual role in every stage of the customer engagement lifecycle, across marketing, sales, delivery, service, and support.”

Modern Enterprises Face New Pressures Around Customer Expectations

Over the past five years, customer expectations have radically changed. They are now more connected, more social, more mobile, have more choices than ever before and a greater willingness to switch brands. A sea of options and the instant-access nature of digital environments have empowered customers to constantly explore alternatives. In order to satisfy these expectations and retain customers, each individual CRM user must view the customer’s data in the context of their specific role.

Availability And Key Functionality

The latest version of Insightly is available now for customers across all paid plans. The new release offers the following capabilities —

Data Capture

Five new custom fields give more flexibility over the data users capture and store in Insightly, including a relationship-lookup field which allows users to link any object with another, allowing deeper reporting on connections between contacts, organizations and other records.

Data Display

Dynamic page layout editor gives total control of virtually every screen within Insightly on a user, team or department basis; the editor applies business and display rules using a custom built composition engine to generate screens dynamically in less than 80 milliseconds.

Data Validation

Drag and drop editor allows users to configure every part of each page by adding, editing and removing different sections of each page, including individual fields and the order in which they appear; this helps ensure data validation and integrity to show only the information users must fill out or need to access based on their role.

Mobile

Insightly’s fully customizable mobile CRM allows users to access critical customer and business data such as leads, contacts, projects, and reports however and wherever they go, with a consistent experience to their tailored desktop environment.

Enterprise-Grade Business Intelligence And Customer Relationship Platform

Last month, Insightly delivered integrated, enterprise-grade data visualization dashboards that allow companies to uncover new insights about their business, track important projects and share information seamlessly. Using data drawn from Insightly’s Customer Relationship Platform, users can surface rich, customizable dashboards, as well as tailor the underlying CRM data to meet their specific business requirements.

The building blocks of Insightly CRM are fundamentally different to those of other legacy CRMs due to its underlying Customer Relationship Platform. This platform has been purposely built using a metadata-driven architecture, which allows for the dynamic rendering of the CRM’s user interface, in accordance to the specific requirements of each individual user. This personalized experience, coupled with dashboards and Insight Cards delivered by the analytics engine, ensure higher levels of adoption and increased productivity across all types of users.

Currently, Insightly offers out of the box capabilities that allow you to tailor users’ experience for every customer facing role. Insightly is easy to use, easy to set up, highly customizable to your industry and offers fast time to value at a low total cost of ownership. Join more than 1.5 Million Insightly users who are already building better customer relationships.