Streamline your data management process with the Pipelinedeals + Insightly integration

Pipelinedeals is a complete solution that combines a CRM software and a Sales Productivity platform. It is suitable for businesses and organizations that want to monitor all the team activities, from sales to marketing, including events and tasks. The main goal of Pipelinedeals is speeding up the sales cycle, providing a suite of advanced tools to develop relationships with customers.

You can also create automated workflows to support your sales pipeline and increase the sales velocity, keeping track of all the activities. Businesses that wants to create long-lasting relationships with their customers, need to keep track of any activities and deal progress, in order to create accurate sales forecasts.

Pipelinedeals offers a powerful sales pipeline management system, that also provides detailed information about deals, including pipeline volume and sales velocity. With a huge quantity of customizable fields, for both deals and contacts, Pipelinedeals perfectly suits the needs of almost any businesses. The advanced lead management system allows you to build strong relationship with your leads and understand from where you best leads came from.

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.