When it comes to CRM, we understand there really is no “one size fits all solution” for every customer, across every industry. That’s why we continue to bring together the best of Insightly with the best of the most widely used apps–including Box, DropBox, Google Drive, Microsoft OneDrive, MailChimp, Evernote, and more.
In many ways the integration between CRM and accounting is a critical integration because at the end of the day businesses really need to do 4 basic things – manage prospects, track customers, send out invoices, and track customer payments. The integration of a CRM and accounting application lets you manage all this from one simple application.
We recently announced our integration with Xero accounting software. If you’re not familiar, Xero offers beautiful accounting and payroll software. The Insightly + Xero integration creates visibility through a complete workflow–from early prospect communication, through to sales, invoicing and payments. It also allows you to draft Xero invoices right from Insightly. What’s the net result of this great partnership? You get paid faster and never lose track of your customer payment information.
The best news of the day is that the Insightly + Xero integration is available on the Insightly free account!
If you are already using Xero, click here to learn how to launch the integration.
Don’t have Xero? Click here to sign up for a 30 day trial and then get an additional 30% off for 6 months when you subscribe.
Also, as you may or may not know, last year we integrated Insightly with QuickBooks Online and this integration is also available for Insightly users on the free plan.
If you are already using QuickBooks Online, click here to learn how to launch the integration.
Don’t have QuickBooks Online? Intuit is offering a 25% discount to new QuickBooks Online Customers in the United States, Canada, and Australia. Simply contact Jeff Carrete at Intuit and mention that you are an Insightly customer: jeff_carrete@intuit.com or at 858-215-8171.
