Have you ever heard the expression, “Many hands make light work?” The more people contribute, the less each person has to do on their own. The same concept holds true in the software world.
With the influx of tools available to today’s technology consumers, many people are still feeling overwhelmed. The services that should be making our lives easier are having the opposite effect. You employ “many hands” — or many tools — but you’re not always finding the work getting lighter.
At Insightly, we get it. You need these tools to run your small business, but you also wish there was a way they’d work in harmony to make toggling between apps easier on you. We’ve heard your frustrations and now, we’re adding new integrations to make Insightly even easier to use.
While apps are meant to help you become more productive, app overload can cost you time. You waste a lot of time toggling between apps and open windows to find information, struggling to pull everything together into one cohesive view.
We have a solution.
Insightly has teamed up with several of the most used apps by businesses. The goal is to ease the inefficiency of multiple apps and make doing business easier. After all, isn’t that supposed to be the point?
Here’s how Insightly works with other programs:
Your Accounting
If you’re like most businesses, you use an online accounting application to track which customers have paid, how much each customer has spent with your business, and more. Insightly is integrated with the two leading accounting applications:
Our QuickBooks Online integration let’s you get past and current payment information in your CRM. No more dual entries or confusing financials.
Our integration with Xero let’s you benefit even if you’re not the person in charge of managing the finances. Stay in the loop by adding your accounting team to your Xero dashboard. With one click, you can tell Insightly who should be able to update the customer data. Connect your accountant for the latest updates on what’s happening with each invoice you send.
Your Support System
A customer support system is essential to any small business. Insightly integrates seamlessly with SupportBee, one of the leading customers service solutions. By merging your CRM with your support system, you can free yourself from confusing ticket statuses and track all communications in one place. You’ll love how easy it is and you’ll impress your customers with your organization.
Your Data
Transferring customer data is tedious. That’s why Insightly works with Data2CRM and Import2 to make data migration simple and fast.
Data migration goes way beyond basic importing of your information. Imports can often leave gaps in your data. With migration services like Data2CRM and Import2, you eliminate that risk, keeping your business running smoothly while transferring from one CRM to another.
Your Documents
From proposals to sales contracts and all your customer’s information, you have a lot of documents for each new client. Organizing these documents is more streamlined with Insightly’s integration with Box, Dropbox, Google Drive, and OneDrive. Instead of shifting between document management programs and your CRM, you get it all in one place.
Your Email
So much of the sales process happens in your email. Shouldn’t your CRM integrate to pull those conversations and keep you organized? We think so. That’s why Insightly integrates with some of the leading email marketing programs, including MailChimp, INinbox, Brandizi, and DirectIQ. By integrating with these services, you can schedule messages faster and track how each customer reacts to your marketing emails.
Sidebar Extension
So much of your business happens in your Gmail account. You start conversations with prospects, negotiate proposals, land deals, and offer support, all from your inbox. Shouldn’t your CRM integrate with your email too? We think so.
Insightly integrates with Gmail and Boomerang for Gmail. Save an email from a customer to Insightly with a click of a button and schedule follow up emails so you never forget to touch base with your customers. When you combine these apps, you’ll breathe easier knowing your inbox is well-organized.
That’s why we’ve added a sidebar to Gmail. In this sidebar, you can quickly pull up detailed information about your contacts (perfect for brushing up before meetings), get familiar with the opportunities available, save emails, and track your business. It’s fast. It’s simple. And, most importantly, it makes you look and sound more impressive to your potential clients.
Equipped with a simple “Send and Save to Insightly” button, you’ll have more control over your business without having to leave your inbox. Not sure if it’s right for you? Give it a test spin.
Your Productivity
There are tons of productivity apps available to keep you focused on moving forward. Insightly gives productivity and workflow apps a boost by integrating each of them with your CRM. We integrate with Flow XO, Google Calendar, Hubstaff, TimeCamp, and Zapier to help you track customer actions so you never miss an opportunity (or waste any of your valuable time sorting opportunities) again.
Your Sales
Ultimately, the goal of your CRM is to keep the money rolling in, which is why we partner with several sales tools. Track the statuses of your proposals by integrating with PandaDoc, Proposable, and Quote Roller. Follow up with a video chat to make things more personable by integrating your CRM with Google Hangouts. And respond quickly to prospects requests using the template, alerts, and customer context with the sidebar from VipeCloud.
This is How Smart Businesses Work
You’re busy. Don’t waste your time inputting customer information in two separate apps. With Insightly’s integrations, you get ahead in the sales game faster and with a stronger set of tools supporting you in each conversation.
What is your favorite Insightly integration? What would you like to see from us in the future? Sound off in the comments below!
