While it’s a wonderful thing that we have so many technology tools and applications to organize our small businesses and make us more productive, it can be overwhelming to remember to use them all, or find ways to connect them for ease of use.
At Insightly, we’re big on helping you stay on track and on deadline, which is why we have so many integrations that work with Insightly’s CRM.
Smartening Up Your Sales
Having the right tools integrated with your CRM lets you have a closed loop sales and lead generation system. Everything from early prospect communication, to closing the sale, to invoicing and payments can be tracked from both a sales perspective and your accounting system. Insightly has partnered with Xero to offer integration that provides more financial visibility into customer records.
Additionally, the Insightly/QuickBooks integration is another asset to your sales process. You can view any customer payment status and history within Insightly via the QuickBooks Online tab, eliminating dual data entry. Finally, you have a single operational and financial view of your customers and their account status, invoices, and payments.
Enhance Your Marketing
Marketing is an area where businesses often have overlaps between the information in one system, like email marketing, and that of another. Insightly has integrations for MailChimp, INinbox, DirectIQ and more that help you combine the power of Insightly as a data-rich CRM tool with what you’re already doing, marketing-wise.
Really Get Productive
With so many productivity tools out there, it’s virtually impossible to actually get anything done because you’re too busy trying them all out! CRMs with integrations reduce the chaos by connecting the dots between disparate apps.
Zapier is a productivity tool you can use to set up tasks like “create Insightly contacts from Google contacts,” or “add new Insightly contacts to list in MailChimp.” It’s a great tool for automating many processes.
You can also import your Evernote notes into Insightly files, and vice versa. That way, you don’t have to copy and paste each note into two systems.
With the TimeCamp integration, you can measure hours spent on activities defined in Insightly; track the time spent on a given sales process or keep track of billable hours, for example.
Bottom line: integrations help you save time, money, and hassle. By pairing up services you already use, you can reduce the time you spend in each one so that you’ve got more time to focus on your business.
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.
