Wednesday, October 15, 2014

Insightly Integrates with QuickBooks Online, Dropbox and Box to Increase Functionality for Small Businesses

Insightly, the business freemium customer relationship management (CRM) market leader, today announced the immediate availability of integrations with QuickBooks Online, Dropbox and Box. These integrations enable small business owners and workers to be more efficient and organized. 
Through the QuickBooks Online integration, users can view any record within Insightly via the QuickBooks Online tab, helping small business owners and teams access and maintain customer information within the Insightly interface. By eliminating dual data entry, users save time and reduce siloes, resulting in increased efficiency. It also provides small business owners with a holistic view of their customers, including account statuses, invoices and payments, preventing delays in payment. Insightly’s Dropbox and Box integrations allow users to link files to any contact, organization, opportunity or project. This is especially helpful for business owners and remote workers, who often access documents while outside of the office. 

“Since adopting Insightly, our average time to complete a project has decreased by 28 percent, which we attribute to the QuickBooks Online integration. Before, we could not move through the process pipeline without an initial deposit or final payment from a client. And without verification from accounts receivable, we couldn’t move to the next stage, slowing the process considerably. Now, we immediately have complete visibility into the status of a project from an operational and financial perspective,” said James Pennock, accounts manager and business strategist at Create180 Design

“The QuickBooks Online, Dropbox and Box integrations further allow Insightly users to seamlessly move from one task to the next. These new functionalities minimize the need to leave Insightly to access accounting details, shared documents and customer data, so small business owners and their teams can be more productive, and in return, more successful,” said Anthony Smith, CEO and founder of Insightly. 

Insightly and QuickBooks Connect 2014
Insightly will be at QuickBooks Connect on October 21 and 22 in San Jose, California. Conference attendees can see the Insightly QuickBooks Online integration in action at the Insightly booth, #327. 

About Insightly
With more than 650,000 users in more than 180 countries, Insightly provides customer relationship management software to small businesses worldwide. Small businesses leverage Insightly’s cloud-based application to manage customer interactions, opportunities, proposals and projects over the web and on mobile devices. Insightly continues to grow globally and is available on the web at, for iOS devices in iTunes, and for Android devices on Google Play. Insightly is based in San Francisco. For more information, visit or follow Insightly on Twitter @insightlyapp.