It’s that time of year! Maybe you’ve been waiting all winter for this season’s newest CRM feature launches, or you’re just starting to learn what CRM can do for you. No matter where you stand, your small to medium business (SMB) is living, breathing and ever-changing. It deserves CRM features that grow and change with it, and you deserve to know how to save time and money using the season’s latest and greatest features.
Advanced reporting
Have you heard about Xero? A cloud-based accounting software designed to perfectly fit into the SMB’s toolkit, Xero has partnered with Insightly to give you all your reporting in one place. Integration gives you the ability to see the full dollar value of a customer, through features like the Lifetime and 12 Month Value snapshots, without having to flip between software.
Xero also automatically imports and sorts your bank statements, giving your team real-time numbers to collaborate on, as well as invoicing, bill pay and more.
Sidebar for Gmail
Gmail users, rejoice! With the Insightly Sidebar Chrome extension you can save and get to important emails, projects, key customer information and more straight from your Gmail account. Like the previous feature, this gives you access to all the information you need without having to open up a new tab or application. The Insightly Sidebar extension puts your CRM in your Gmail inbox. And you don’t even need a Google Apps for Work account to make it happen.
Custom fields and filters
Many SMBs use unique information categories or terminology that just doesn’t fit into the CRM’s default fields or filters. Now you can create custom fields to improve categorization and sorting of your contacts, projects, opportunities and more. You can now sort and filter by, for example, tracking or reference numbers, projects specifications, referral information or birthdays. You can filter by these fields and, when you export data from (or import to) Insightly, those custom fields will remain intact. The same applies to leads that are converted—the information carries over already sorted. Hallelujah!
Business card scanner
Remember that business card your last new contact gave you? Where did it end up? Maybe it’s tucked away safely in a folder but chances are you have a lot of other things to worry about. With the business card scanner (and a rear camera) you can take a photo of that bad boy from Insightly’s iOS or Android app and have a CRM contact or lead created for you.
Provided the card is in English, Insightly will send an email confirmation for each card you submit saying the record was created successfully, that it already exists, or that there was an issue transcribing the card. From there the transcribed information is verified by real people and you can later set permissions to one card or a group of cards.
Mass emails
No more exporting email addresses and then switching to an email app—you can now email customer and lead groups directly from within Insightly. You can also create email templates for everyone on your account to use, and schedule emails to send automatically. Your emails will be sent from the email address you use to log in to Insightly.
It’s spring cleaning season and updating the features in your CRM arsenal is one of the easiest ways to freshen up and get your SMB on the right foot for the rest of the year. Whether you choose just one or incorporate them all, know that these awesome features will help you get (and keep) your business on track to thrive for seasons to come.
At Insightly, we offer a CRM used by small and mid-sized businesses from a huge variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.
