What is Insightly? Founded in 2009 and based in San Francisco, Insightly is an easy-to-use customer relationship management solution (CRM) for keeping a handle on all those important connections. With Insightly, all your sales and critical business information such as: leads, contacts, emails, tasks, projects, reports, and sales opportunities are organised, clear, and accessible from all devices — including desktop and mobile.
With more than 1.5 million users and over 25,000 companies worldwide, Insightly is the world’s most popular CRM software for Google and Office 365 users.
We really like the simplicity of this system – great for large and small businesses.
By using cloud-based software like Insightly, Engine Room Chartered Accountants in Tauranga and Pukekohe can streamline your business processes.
Want to know more about how Engine Room Chartered Accountants can make your business more efficient? Contact us now on 0800 236 446 for a no obligation chat.
Who is Insightly For?
Insightly is a CRM system designed for business of all shapes and sizes across a range of industries. Whether you're in the manufacturing, consulting, technology, non-profit, or media and advertising industry — Insightly is the easy-to-use CRM system for you.
Why Choose Insightly CRM?
If you store contact information in various places (such as: smartphones, Google accounts, spreadsheets, online notes etc.) and different people within your business are contacting leads and customers several times about the same topic, if tasks are falling through the cracks and you don't have the insight into your sales team's productivity, or if you are juggling multiple projects and you have no sales automation process to track opportunities — then you need Insightly.
Here are the benefits that over 25,000 companies around the world are getting from using the Insightly CRM system.
1. Relationship Linking
Building, maintaining, and managing customer relationships often involves understanding a web of their interactions with teammates, their bosses, and other teams within the business.
Insightly helps clients map and understand complex customer relationships through a flexible record-linking functionality.
Emails and other correspondences can be "linked" to existing contacts in your database which allows you to quickly understand who knows who and allows you to build a clear view of an organisation's networks.
2. Close Deals Faster
Insightly allows you to distribute leads to the right team member with automated lead capture and processing. This workflow automation feature means you can close deals faster and with fewer clicks. Send tracked emails and manage opportunities with a couple of clicks.
3. Automated Lead Assignment
Track the most relevant lead information from marketing campaign sources and automatically assign leads to the right person (in real time) so sales reps can follow up on hot leads.
4. Send, Track, & Store Emails
Write and send emails within Insightly quickly and easily. Insightly's powerful and streamlined email interface allows you to send out individual or bulk emails to a list of customers with ease. You are then able to track the emails you send to your customers and monitor open and click statistics. Insightly will even notify you when emails are opened.
5. Manage Projects & Delivery
Track milestones, manage processes, and integrate with external systems to ensure on-time delivery and happy customers. Insightly allows you to convert won opportunities to projects seamlessly without losing any data.
6. Build Custom Apps in Minutes
Insightly allows you to build customised applications directly from its platform with validation rules, calculated fields, workflow automation, and dashboards and reports.
You can launch these apps for your employees to use across the web and mobile devices within minutes — no web coding required.
7. Track Data from the Dashboard
Business intelligence is built right into Insightly, create data visualisations to discover insights and chart progress towards your goals. Share dashboard data and reports with team members with drag-and-drop ease of use.
8. Cloud-Based & Mobile Optimised
Being a cloud-based technology, Insightly allows you to work from anywhere and manage everything on-the-go with the award-winning Insightly mobile app for android and iOS.
Upload contact information by taking a quick picture of a business card, update your projects in real time and ensure your other teams are across project statuses to minimise time delays all thanks to the mobile-optimised magic of Insightly.
Insightly Integrates Seamlessly with the Tools You Use
Deciding to move to another software system often means relearning a whole new set of tools. However, Insightly allows you to stay connected with the tools you already know and love. Insightly integrates perfectly with host of other systems such as the full Microsoft Office365 suite, Xero, Gmail, Mailchimp, Slack, Quotient, Google Apps & GSuite, and many more.
Streamline Your Business with Insightly & Engine Room Chartered Accountants Tauranga & Pukekohe
At Engine Room Chartered Accountants in Tauranga and Pukekohe we are a team of finance professionals that love to see small businesses thrive and reach their full potential. We believe small business is the heart of a strong New Zealand economy and we focus on ensuring our clients run efficiently in order to reach their financial goals.
If you're feeling overwhelmed by your financial responsibilities, beginning to notice some worrying trends, or if you are spending too much time working in your business rather than on it — contact Engine Room Chartered Accountants in Tauranga and Pukekohe and see how our business coaching, financial management and accounting services can make your business more efficient and more profitable.
Contact us at Engine Room on 0800 236 446 for a no obligation chat.
Engine Room Chartered Accountants — Great Business Performance Starts Here.