Insightly
www.insightly.com
Insightly is a powerful, yet user-friendly platform designed to help businesses manage relationships and build lifelong customer engagement. As a leading CRM and project management software, Insightly offers a comprehensive suite of tools that streamline workflow, foster collaboration, and drive business growth. It's not just about data collection; Insightly transforms raw data into actionable insights, enabling businesses to make informed decisions and strategize effectively.
With Insightly, businesses can leverage the power of integrated CRM and project management to enhance productivity and efficiency. It's a one-stop solution for tracking customer interactions, managing sales pipelines, coordinating projects, and analyzing performance metrics. Insightly's intuitive interface and robust functionality make it an indispensable tool for businesses aiming to stay ahead in today's competitive landscape. It's more than a software; it's a partner in your business success.
How does Insightly work with Bliss?
Customer Relationship Management
Insightly provides a comprehensive CRM platform that helps businesses manage customer interactions effectively. It allows you to track contacts, communications, sales, and projects in one place, ensuring you never miss a beat when it comes to customer engagement.
Project Management
With Insightly, managing projects becomes a breeze. The platform offers tools for task assignment, progress tracking, and collaboration. It integrates seamlessly with your CRM data, enabling you to turn business opportunities into successful projects.
Sales Tracking
Insightly's sales tracking feature allows you to monitor sales activities and performance. It provides real-time insights into your sales pipeline, helping you make informed decisions and drive revenue growth.
Integration Capabilities
Insightly integrates with a variety of popular business tools, including G Suite, Office 365, MailChimp, and more. This allows you to streamline your workflows and increase productivity.
Reporting and Analytics
Insightly's robust reporting and analytics tools provide you with a clear view of your business performance. You can generate custom reports, track key metrics, and gain valuable insights to guide your business strategies.
What Insightly data does Bliss support?
- Contacts
This entity type allows you to retrieve data related to the contacts in Insightly. This includes information such as names, email addresses, phone numbers, and other contact details.
- Projects
The Projects entity type provides data about the projects within Insightly. This can include project names, descriptions, statuses, start and end dates, and associated tasks.
- Tasks
Tasks entity type allows you to access data about individual tasks within projects. This can include task names, descriptions, statuses, due dates, and assignees.
- Opportunities
Opportunities entity type provides data about sales opportunities tracked in Insightly. This can include opportunity names, descriptions, values, probabilities, and associated contacts or organizations.
- Organizations
Organizations entity type allows you to retrieve data about the organizations in Insightly. This includes information such as organization names, addresses, and associated contacts.
More CRM Data Sources
Explore all CRM sources →
Attio
attio.com
- Data Source
- CRM
Close
close.com
- Data Source
- CRM
HubSpot
hubspot.com
- Data Source
- CRM
Pipedrive
pipedrive.com
- Data Source
- CRM
Salesforce
salesforce.com
- Data Source
- CRM
Zoho
zoho.com
- Data Source
- CRM
Need help with Insightly?
Our team is here to help get you setup or answer any questions you have. Send us an email anytime at help@withbliss.ai or visit our help documentation.
Want to integrate your app?
Are you a developer that wants to integrate with Bliss?