Streamline your data management process with the Insightly + Zoho CRM integration

Insightly is a CRM for small and mid-size business owners and entrepreneurs, designed to grow your business building strong, long-lasting customer relations.

Insightly lets you get many relevant data about your customers and leads, in order to: Increase your leads. Insightly increase your lead generation by scanning business cards. Moreover, you can create website opt-in forms, integrate the platform directly with your gmail and outlook account or connecting Insightly to other online platforms. Increase your sales. Follow up your leads and increase sales with marketing automations. Improve your customers lifetime value

Thanks to a comprehensive contact management, you can easily manage your leads and learn about their behaviors and preferences (key relationships, social profiles, and much more). Moreover, Insightly lets you capture links between contacts and learn more about their business environment and networks. Work wherever you are. No matters if you have a meeting on the other side of the world. With the Mobile CRM app you can work from everywhere. Get access to insight data from the mobile app and learn everything you need about your customers to get prepared for your next meeting.

Zoho CRM is a customer relationship management software that enables you to grow your business by managing your contacts’ base effectively and without effort. Zoho CRM helps you increase your sales volume, empower your marketing and support your clients. By reaching your audience in perfect timing, engaging them across multiple channels and showing them the most relevant content and offers, Zoho CRM allows you to sell smarter and faster.

With Zoho CRM you can create automated follow-ups to your leads. Thanks to automation rules, you are able to segment your audience and make the right decisions. Zoho CRM empowers your entire sales team, helping them be more productive and organized. By creating sustainable workflows that motivate the employees you can, at the same time, track the sales performances and identify what works and what doesn’t.

Thanks to the advanced CRM analytics, you have your business under control, understand trends, churn rates and much more. Zoho CRM integrates with the most used tools for businesses, including Microsoft Outlook, Google Apps, Twitter, Facebook, just to name a few.