Looking to improve your sales process? Insightly offers everything you need to get on top of your sales process from initial lead management to customer payment verification. You can manage and measure all the stages in your sales process so that you can sell smarter. There are many ways to set up Insightly for sales, and our customers are always amazing us with the ways they utilize the flexibility of Insightly to meet their business needs.

The main records for sales automation are leads and opportunities. You can utilize leads to qualify potential sales before converting them to Insightly contacts, organizations, and opportunities. Once you have created a sales opportunity you can define the value of the business, manage pipelines and associated workflow- based activity sets, create opportunity funnel stages and categories, track the probability of winning, and manage forecast close dates.

With all your customer information in one place, your business will be implementing best practices in no time so you'll have more clarity into your sales process, you'll see improved productivity, you'll see deals close faster and ultimately improve your win rate. Got sales reps in the field? Using our native mobile companion applications for iOS and Android, your field reps can make the best decisions based on current information in our web application. When you use Insightly for sales automation you can:

  • Accelerate the speed of closing deals
  • Capture leads directly from website visits
  • Import leads from external sources such as trade shows, seminars, direct mail, and other programs
  • Convert prospects into sales opportunities, accounts, and contact
  • Communicate with your customers using our sales based email templates
  • Monitor all customer activity from a shared application
  • Log customer calls for quick and easy reference
  • Manage daily sales tasks with email reminders so nothing falls through the cracks
  • Create custom reports on sales activity, win rates, losses, opportunity pipelines and more
  • Generate price quotes with our integration with PandaDoc
  • Monitor customer payment information through our integration with either QuickBooks Online or Xero

Check out our video on how Insightly uses Insightly for Sales.

Try an Insightly premium plan for 14 days for free and see how sales automation and best practices can help you run your business better!