Next week, Insightly will head to London to attend Xerocon, an accounting conference for leaders in cloud accounting. Throughout the two-day event, attendees will hear from industry leaders on a variety of topics, learn about new and innovative ways to grow their business, get advice from accounting professionals, and mingle and network.
It’s not hard to understand why so many of our customers already integrate their CRM systems with accounting software. Everything from closing a sale, to invoicing and payments can be tracked from within your CRM. Insightly customers know how important our Xero integration is to improving their productivity. The ability to view Xero information while in Insightly, copy data between both applications, and create invoice drafts, streamlines activity and gives users a complete picture of their businesses.
Here’s what our customers have to say:
- “Love Insightly and Xero makes it even better. No more going to three different software programs to run our business. Thank you.” ‐ Scott Neal, Shop Nebraska
- “Xero integration with Insightly is incredibly valuable for helping support and sales staff understand the true monetary activity with a client. The Lifetime and 12 month value snapshots really bring clarity to the activity levels of different clients. Great job.” ‐ Sam Garden
- “Love the seamless connection between Insightly and Xero, Great job to everyone involved. These innovations make it possible for other innovators to focus on what they are good at. The merger of Insightly and Xero was quite useful for our company as one team can clearly understand the financial standing of any given client at a glance. This has helped us streamline not only our internal production processes, but also boosted our client relationships.” ‐ Miguel Walker
- “Insightly and Xero have helped Beeline consolidate the administrative functions of the business. This, in turn, has benefited our company in numerous ways: time savings equals more profit, transparent work flow makes for a happier staff, efficient record keeping results in happier customers. All of this has made the daily stuff more fun.” -Kate Thomas, director, The Beeline Company
Attending Xerocon London? Stop by our booth (#42) and say hello! We’d love to chat.
A CRM system is nothing more than a database. And nowadays, that database is more than likely in the cloud. So instead of everyone having their own individual list of contacts in their email 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.
