There’s no such thing as a “one size fits all” when it comes to CRM. This is especially true for small and growing businesses – your needs can change daily. In order to meet the needs of our growing customer base, both big and small, we combine Insightly’s capabilities with the best apps on the market. These are a few highlighted Insightly integrations you may be missing out on:
Accounting and payroll software: Xero & QuickBooks Online
Xero creates visibility throughout the entire process – from early prospect communication, through to sales, invoicing, and payments, Insightly’s integration with Xero allows you to draft invoices from within your CRM, which means you will never lose track of customer payment information and will help to get you paid faster.
Also, with our QuickBooks Online integration, users can view any customer payment status and history within Insightly. Dual data entry is eliminated, giving you a single operational and financial view of your customers and their account status, invoices, and payments.
Proposable
Proposable offers sales proposal automation and sales intelligence for sales teams. When a proposal is sent, Proposable automatically creates an Insightly opportunity and continually updates the opportunity in real time as your contact interacts with it.
MailChimp
Email marketing with MailChimp is even easier when integrated with Insightly. Now, you can import contacts to Insightly from your MailChimp account and export to any of your MailChimp Lists, cutting down on the repetitiveness of an unnecessary task.
Evernote
Insightly offers users the ability to link Evernote items to Insightly records.
All your recorded notes, photos, voice memos, and other important information about clients and projects that housed in Evernote can be immediately accessed from within your CRM.
Zapier
Zapier automates workflows between Insightly and more than 600 apps –say goodbye to manually importing and/or exporting contacts, tasks and opportunities. Connections, which are called Zaps, perform all the tedious, manual tasks you used to do, letting you focus on the things that matter.
PandaDoc
PandaDoc helps you build and deliver quotes and proposals from a single interface. This means you can automate your workflow, stay up-to-date on documents, and quickly close deals with legally binding eSignatures. Insightly + PandaDoc allows you to build sales collateral from within the platform by pre-populating deal data with prospect contact information, product, and pricing details into sales documents.
Here at Insightly, we’re always working to make your CRM and contact management tool easier to use and with the most up-to-date integrations so you can be as productive and efficient as possible. With these highlighted integrations, you and your team can create deep customer relationships even after the sale, which will make your customers happier and more loyal for the long haul.
Do you have a suggestion for a new integration? We want to hear from you; post your idea in our community section.
At Insightly, we offer a CRM used by small and mid-sized businesses from a huge variety of verticals. Learn about Insightly’s features and plans on our pricing page or sign up for a free trial.
