In today's article we would like to introduce our Software Integration Partner Insightly.
Insightly is a great tool that helps mid-sized companies to deal with the daily barrage of tasks such as managing leads, contacts, organizations, partners, vendors and suppliers. With the CRM best practices, you can see all information on a lead or a contact, beginning with the origin and e-mail history over to key data on all projects in which they have participated.
With an automated address and flexible calendaring, scheduling and email functions no customer falls into oblivion anymore. Moreover, projects and contracts with various tracking capabilities (Pipeline view, memories, event reports and task management) can be controlled.
With Insightly's Web-based Customer Relationship Management functions you will not miss a thing anymore.
Our Callexa Feedback Plugin for Insightly
To survey your Insightly contacts, please perform the following steps:
- Log in and transfer the API key from the Insightly user settings in the appropriate field on the Callexa Integration page.
- Enter the earliest date which the survey should take place.
- By specifying tags you can restrict the circle of contacts to be interviewed.
- If desired, enable automatic surveys and save the settings.
- Alternatively, you can always perform a manual import.
- Survey results are automatically added to the respective contact in your Insightly account as a note.