Posted on Quotient customers know our app is perfect for getting more people to say yes to their quotes. Insightly customers – and there are over 550,000 of them worldwide – know it’s the easiest, most powerful and affordable online Customer Relationship and Project Management software.
Track your project from start to finish
Combine them and you’ve got a powerful end-to-end solution to maintain total visibility of your sales funnel by keeping all critical communications in the one place. Now you can track everything you do for your customer from start to finish.
When you integrate Insightly with Quotient you can lookup your Insightly customers when preparing your quotes and automatically send copies of your quote emails and acceptance emails to Insightly. You simply set it and forget it. Everything will appear in Insightly like magic.
Simple, no-nonsense connection
Before considering Quotient integrations for our customers, we spend considerable time looking at pros and cons to ensure we deliver a great user experience. Our software development approach is: don't make it complicated. We know that you like simple, no-nonsense connections.
Our Insightly integration at a glance
Lookup and add your Insightly customers in Quotient. We capture your customer’s first name, last name, email address and company name (if applicable).
Once your quote is completed and sent, it appears in your customer’s records at Insightly. Your customer’s acceptance email appears here too. If your customer isn’t in Insightly, he/she will be automatically copied across.
Get your quotes approved more often with Quotient, then manage your customer information and workflow in Insightly.
If you think Insightly might be a good fit for your team to help manage your sales funnel and customer relationships, check them out and sign up for their free trial.
Learn how to connect Insightly with Quotient.