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.
Resources:
- Get started using the Insightly QuickBooks Online integration: http://bit.ly/1wAyDeg
- Get started using the Insightly Dropbox integration: http://bit.ly/1yXgNYB
- Get started using the Insightly Box integration: http://bit.ly/1v90LXF
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 Insightly.com, for iOS devices in iTunes,
and for Android devices on Google Play. Insightly is based in San
Francisco. For more information, visit http://www.insightly.com
or follow Insightly on Twitter @insightlyapp.
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