Delight customers and achieve your goals while saving up to 30% off the entire Insightly platform.
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Gain visibility into notes and conversations throughout the sales process so you know what end-users are looking for.
Go to one place and get information about the full business.
Easily integrate with engineering platforms like Jira, Asana, Trello & more.
SOC2, SSO, 2FA, HIPAA & GDPR compliance.
Read what real prospects are asking about on sales calls.
See what’s happening in real-time with every customer.
Set up reports specific to clients or projects for improved cross-team communication.
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“We’ve tripled our revenue without adding staff.”
The CRM is the single source of truth for a business and is the central repository of all data. Engineering teams can log into the CRM and get a full picture of the business. They can go deep on a specific customer or customer type to understand their feature requests and needs, or stay broad to see what usage and volume is coming in the future. When teams share information in this way, they are better aligned and improve the output.
The Insightly platform, which includes Insightly CRM, Insightly Marketing, Insightly Service, and AppConnect, shares data. This means that users of Insightly CRM can see select information from the other apps. An engineering team member would only need a login to Insightly CRM to see select data from Insightly Marketing and Insightly Service.
Using AppConnect, the drag-and-drop integration builder that is part of the Insightly platform, keeps engineers focused on what they do best. Engineering teams are not needed to build integrations. Rather, they can focus solely on developing your product or service and leave integration building to the rest of the team.
A CRM system can be a valuable tool for the engineering team, offering various benefits that contribute to improved overall efficiency. Here are several ways in which a CRM can assist the engineering team:
Client and Account Management:
Enhanced Communication:
Customer Segmentation for Analysis:
Efficient Workflow Automation:
Integration with Software Development Management Apps:
Customer Retention and Lifetime Value:
In summary, a well-implemented CRM system can significantly benefit the engineering team by improving client management, communication, processes, forecasting, compliance, and overall operational efficiency. The integration of CRM tools into engineering workflows contributes to a more organized, data-driven, and customer-focused approach to project management.