Method and system for generating insights regarding a party in response to a call

摘要

Methods and systems are provided for providing an insights page that is displayed at a user interface of a computing device in response to a call. The caller who is making a call and/or the callee that is receiving the call can be identified along with one or more relevant organizations. A customer relationship management (CRM) application can then be launched at the computing device, and relevant records that are relevant to the call can be automatically determined at a server system. The relevant records can include records that are determined to be relevant to the call from any organization that a user has access privileges to. The insights page displayed at the user interface of the computing device includes user interface elements for accessing the relevant records. Each user interface element is selectable to open a relevant record that has been determined to be relevant to the call.