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Generate more leads with the Teamleader + Insightly integration
Teamleader / Insightly
Integrations

Generate more leads with the Teamleader + Insightly integration

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LeadsBridge is a reliable integration platform that supports you with 370 integrations. Start now connecting Teamleader and Insightly

Quick summary of Teamleader

Teamleader unifies CRM, project planning and invoicing in a simple and intelligent tool - helping businesses work better. It helps you and your team work smarter, so your small business thrives. Since TeamLeader allows you to take charge of operational essentials, you can focus on projects and relationships. By bringing CRM, sales, project management and invoicing together with an intuitive software solution, TeamLeader enables your team to collaborate, organize and build your business.

Using Teamleader you can manage all contacts from one place, get a clear overview, and build better relationships; follow up on each potential customer, improving your sales process and seal the deal more efficiently. Moreover, Teamleader’s tools help you manage projects at the click of a mouse, respect deadlines & budgets and collaborate as a team. You can keep track of hours worked, improve your team’s productivity and your bottom line, schedule and track meetings, tasks and events for you or other team members and much more.

Teamleader believes in optimizing CRM, invoicing, and project management and delivers relevant insights so users can build, organize and collaborate. Moreover, Teamleader offers valuable content to customers, partners and community on how to boost business; it gives the chance to participate to workshops on lead management, holds talks on how to grow. In short, it inspires others by sharing ideas - enabling businesses to focus on what matters. The trust and credibility make Teamleader a sustainable partner for the long term. Teamleader is an affordable solution that provides users with data, tutorials, reports, how-tos, integrated tools – and excellent customer service. Users can rely on Teamleader to find helpful ways to optimize their methods and improve their workflow with well-designed software and new ideas.

Quick summary of Insightly

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.


What you can do with Teamleader and Insightly

Create new Insightly leads in tags with Teamleader

Create new Insightly leads in lead sources with Teamleader

Create new Insightly contacts in tags with Teamleader

Create new Insightly contacts in lead sources with Teamleader

Update Insightly leads in tags with Teamleader

Update Insightly leads in lead sources with Teamleader

Update Insightly contacts in tags with Teamleader

Update Insightly contacts in lead sources with Teamleader


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