Personalize User experience with the Alvyo Layout Designer

Alvyo Layout Designer lets you design, create, and customize module layouts with an easy drag-and-drop action. Organize data effectively by arranging key elements to suit individual user needs and roles. Transform your CRM experience today.

What is Layout Designer in Alvyo?

A drag-and-drop tool that lets CRM admins build custom layouts for any modules (like Contacts) for different user roles (e.g., Sales rep vs. Manager). This allows for personalized experiences within the CRM.

Design dynamic module layouts

Break away from fixed layouts! Layout Designer empowers you to create custom layouts for each module, adding sections and fields to fit your unique needs. The Summary View in every module is customizable.

Personalized layouts

Boost user productivity by creating tailored layouts aligned with their roles and responsibilities. Users can see information specific to their needs, improving data alignment and accuracy.

Effortless drag-and-drop editing

Layout Designer offers intuitive drag-and-drop elements like basic blocks, widgets, and fields. This visual interface empowers you to effortlessly create and customize screens exactly how you want them. This flexibility also lets you adjust CRM layouts as your business grows, ensuring smooth scalability.

Module-Specific widgets and fields

Layout Designer provides selective widgets and fields specific to each module. This ensures you see only relevant elements when designing your layouts. For example, a Contact module layout offers fields such as Salutation, Name, Email, and more. For modules with an Address field, a Map widget is available.

Case studies

Why our customers love us

Sales Productivity

Breezway consolidates and automates its business processes with Alvyo, resulting in YoY sales growth.

Automate

Pactia uses Alvyo Workflows to automate its sales process to save time and focus on the more important tasks.

Customer Base Growth

GB Advisors customizes its CRM experience using Alvyo to scale up its customer base exponentially.