Insightly uniquely offers CRM & Project Management in one so you can make sure you’re on top of your projects at every stage.The integration with QuickBooks Online means you can easily track customers payments against project milestones.
Insightly is a online CRM to help small and mid-sized businesses deal with the vital tasks of managing contacts, organizations, partners, vendors and suppliers. So what happens when the online CRM for SMBs integrates with the #1 online accounting application? A measurable increase in convenience, efficiency and productivity! With our QuickBooks Online integration, users can view any customer payment status and history within Insightly via the QuickBooks Online tab.
Eliminate dual data entry, and you have a single view operational and financial view of your customers and their account status, invoices and payments.
Contact and Task Management, Project Management, Calendaring and Event Scheduling, Built-in file sharing, Workflow, Sales Reports, Mass Email & Email Templates, 3rd party Integrations, Native Mobile Apps (iOS and Android)
"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. Now, we immediately have complete visibility into the status of a project from an operational and financial perspective." – James Pennock, accounts manager and business strategist, Create180 Design
Insightly lets you look at your business any way you want. Get real time information with any of these features: Task Dashboard Opportunity Reports Completed Task and Events Reports
Give Insightly a try for 14-days for FREE or choose our FREE Forever plan for up to 2 users.
|Insightly CRM for Small Business||Free for up to two users, Premium plans start at $12 per user per month||1||Free forever for up to 2 users and 2500 contacts. For 3 users and up pricing starts at $12 per user per month billed annually. QuickBooks integration built in!|
Online and Community based support