If you run a small- to medium-size business, you may not know what CRM can do for you. Even if you’ve dipped your toes into Insightly with a free account, you could still be missing out on premium features that can really help your business grow, plus they’ll save you time and money. What else can premium Insightly tools do for you?
QuickBooks Online Integration – Premium account holders can easily connect financial information to contacts. The best part is the ability to view QuickBooks Online data in a tab within Insightly, so you don’t have to navigate elsewhere. No workflow interruptions. It syncs both ways, so no double entry…a genuine time-saver. You can view QBO data for contacts and organizations by clicking the convenient QBO icon. Financial data can also be linked to projects and opportunities.
Business Card Scanner – This brand new feature lets you scan business cards using your smartphone camera and the Insightly app. Then, a real person will transcribe the information from the card directly into your Insightly contacts. Not only is it quick and easy for you, but you won’t have to worry if some application will incorrectly input a contact’s information because a person will be transcribing the information.
Newly Extended Calendar Sync – Just launched in 2015, this feature is one you’ll definitely be excited about. Previously, your Insightly calendar included all your time-sensitive tasks, events, and milestones in one place. However, it’s easy to miss something when you can’t see how your other calendars match up. Extended calendar sync fixes that problem. You can now sync your Microsoft Exchange and Google Calendars with your Insightly calendar and avoid double booking or missed meetings. Syncing is instant. Insightly will even search your contacts by email for meetings scheduled in your synced calendars and link them to the event. Handy!
Lead Management – Previously, your sales team would add a new lead by creating a contact and opportunity. While this was a decent way to track new leads, it meant that if the lead didn’t pan out, you would need to manually remove it from Insightly. Rather than add a lead in with your other contacts right off the bat, now you can add them in the new Leads tab. This special place lets you qualify a lead before you ever create an opportunity or contact entry. You can also track the status of the lead and the source. If the lead falls flat, you don’t need to remove the details from multiple places. If you qualify the lead, you can quickly and easily convert the lead to an opportunity.
Mass Email – Now you can email contacts right from Insightly. You can mask the Insightly domain to improve deliverability by making emails appear to come from your domain. Subscribers can even schedule future emails. Sent emails are linked to the recipients and viewable in My Emails. Compose a fresh message for an individual, specify certain individuals in a group to receive additional text in a group message, and even compose within the email tab or from a template. Mass emails are limited based on your subscription plan, but even our free plan includes 10 mass emails per account per day.
Email Templates – Eliminate the need for creating new emails every time with templates. To find what you need quickly, templates can be categorized. When you use a template, Insightly will track and display important statistics, such as number of emails sent with that template, successful deliveries, how many were read, and the click-through rate. Email templates are also limited based on your subscription. Free plans are allowed five templates.
Automation with Zapier – Insightly has many ways to automate workflows, marketing, and other actions. With Zapier integration, you can connect actions between many apps and Insightly. These recipes (called zaps) allow you to automate actions, such as adding LinkedIn contacts to Insightly and adding new MailChimp subscribers to contacts. New Insightly tasks automatically create a new folder in Google Drive. Apps you can integrate include: Wufoo, Evernote, Stripe, Gravity Forms, and many, many more!
In the coming months Insightly will be rolling out several more valuable features for growing businesses. Current users will see some of their greatest needs answered. Whether you’re just launching your business and looking into CRM for the first time or you’re a seasoned Insightly user, learn to leverage new features to keep your business operating efficiently. Stay tuned!
Check out Insightly’s full list of features and plans on our pricing page or sign up for a free trial to try our current offerings.
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