Professional services companies unify with Insightly
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Clients are the lifeblood of your business
Without a strong customer relationship management (CRM) tool, your business may miss opportunities to provide optimal service.
Building strong and lasting client relationships involves everything from screening leads and responding to requests to invoicing contract proposals. A disparate assortment of spreadsheets, documents, and software won’t cut it when it comes to managing your business processes.
A scattered workflow leads to inefficiencies and missed opportunities. Each moment spent handling these challenges is time not spent on your clients. It becomes difficult to give clients the attention they deserve. Plus, with poor tracking of your customers and leads, you run the risk of missing out on opportunities to drive more business revenue.
Businesses grow faster with Insightly
Professional service firms that deliver a unified customer experience are winning. Choose technology to make this possible for your business.
Marketing automation helps professional services firms attract site visitors, convert them to prospects, and run marketing campaigns at scale.
A CRM helps professional services businesses streamline sales processes, improve profitability, and create long-term client relationships.
Offer your clients great customer service with a ticketing application that includes a convenient customer portal, knowledge management and in-depth analytics.
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See why Insightly is ideal for professional services firms
See how the right CRM can align your teams and better serve your customers.
The CRM features that professional services firms love
A CRM will do wonders to organize any business. At its core, it’s a central data repository and a single source of information for your business. However, it’s these features in particular that are vital for your professional services business.
- Collaborate across the organization with centralized customer data
- Grow your business faster with lead management and automated workflows
- Drive greater ROI with tailored opportunity and pipeline management
Deliver on Commitments
- Convert closed opportunities into projects
- Coordinate employee, contractor, and partner activity with task management
- Automatically generate tasks, events, emails, and update milestone statuses
Integrate with all the apps your professional services firm uses
You’ve got apps for accounting, HR, communication, and more. Insightly AppConnect keeps everything integrated.
AppConnect puts Insightly CRM at the center
With AppConnect there’s no need to copy and paste data between apps, upload CSVs, or to write complex code—all of your apps are just…connected.
With just a couple of clicks your business data transfers between apps automatically making it a breeze to run repetitive business tasks.
Insightly can connect to hundreds of the apps you use every day like Accounting systems, ERP systems, HR systems, Helpdesk and IT systems, databases, calendars, and collaboration and chat tools. There are more than 500 different app connectors in AppConnect ready to go today and new ones are added every week.
Build automated workflows with 1200+ integrated apps
Privacy and compliance
We use Insightly to run Insightly, so we make sure your data is as secure and safe as our own. We work with customers every day to make sure that their data security requirements are met and exceeded.