Sometimes we get comfortable using certain software and miss new feature launches. If you don’t have time to keep up with feature rollouts or you just aren’t sure of every possibility offered by Insightly, this post is for you. Check out these six Insightly features you can use to your advantage in 2015.
Integrate QuickBooks
One feature that Insightly users have been begging for is QuickBooks integration. Well, you’re wait is over. QuickBooks Online now fully integrates with Insightly. QBO gets its own tab in Insightly where you can view up-to-date customer payment information instantly. The best part is that data syncs both ways, so dual data entry is completely eliminated. It’s not only accessible from contact and organization records, you can link all relevant QBO data for projects and opportunities, as well.
Video Conferencing with Google+ Hangouts
Google Apps integration is a well-known Insightly feature, but did you know that Google+ Hangouts support was recently added? Now you can choose as many as ten of your contacts in Insightly and invite them to a voice or video Hangout. One of the best parts is that Hangouts is totally free, so you can video conference without paying a subscription or licensing fee.
Automate Tasks with Zapier
For anyone looking to save time through automation, Zapier is an excellent tool to have in your kit. With it, you create settings that tell an action in one app to trigger another app. This is called a “zap.” When you integrate Zapier with Insightly you can automate tons of valuable functions. For example, you can create a zap that sends every new connection in LinkedIn straight to Insightly. Gravity Forms, Wufoo, MailChimp, Google Docs, Evernote, and Stripe can all be included in zaps to help Insightly deliver loads of automation possibilities.
Connect Insightly to Your Files with Dropbox
Another coveted feature that recently launched is Dropbox integration. Using the “Files” subtab, you can link Dropbox files in Insightly. When you link files to a contact, you can see them right in the Insightly record. This gives your team instant access to the files associated with each client. User access is determined by your Dropbox settings, so sharing in Insightly does not change your permissions. You must grant users access within Dropbox.
… Or Box
Do you prefer Box cloud storage? Well, Insightly now offers integration with Box, too. Just like with Dropbox, you log into your Box account from Insightly’s “Files” subtabs. Choose which files you want to link to by selecting the checkbox next to the filename. The links are then displayed in your customer’s Insightly record. Because they aren’t moved or copied, they don’t take up space in Insightly and you retain your Box security standards.
The Master Class
Another really helpful feature is our user training. Insightly has partnered with Logical Operations to bring you a one-day class aimed at small business owners. It doesn’t just teach you the mechanics of using Insightly, but also how you can use Insightly for your business. You’ll gain a deeper understand of the capabilities of Insightly along with expert advice relevant to your business.
You can see a list of all Insightly’s premium features on our pricing page, where you can also register for a free Insightly account or try a 14-day trial of our premium plan.
Whether you’re just thinking about trying Insightly or you’ve been using it for a while now, be sure to check out these awesome features. The mix of automation, quick access to data, and the elimination of double accounting data entry are sure to help you grow your business in 2015.
