A CRM and Project Management software solution from Insightly
Insightly is a great tool to help small businesses deal with the ital tasks of managing your contacts, organizations, partners, vendors and suppliers. Using CRM best practices, you can see everything about a contact - from background, email history and important dates, to any projects or opportunities in which they have participated.
Insightly uniquely offers CRM and Project Management in one so you can make sure you’re on top of your customer relationship at every stage. With the project overview screen you can see the recent activity on any project and track project performance against milestones over time.
With our QuickBooks Online integration, users can view QuickBooks financial information within Insightly via the QuickBooks Online tab. So what does that mean to you? By eliminating dual data entry, you save time, increase productivity and reduce siloes in your company. Insightly + QuickBooks Online provides you with a holistic view of your customers, including account statuses, invoices and payments. You can now have key financial information at your fingertips, helping prevent delays in payment and resulting in increased efficiency and streamlined processes.
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