Every business needs a little help to run smoothly and efficiently. And while Insightly’s CRM is one of the best tools to help you keep track of everything, there are several others that come in handy. Many of the tools in this list integrate with Insightly, to save you time and effort.
Accounting can be a nightmare, and if you’re a small business, chances are you don’t have an accountant on staff to help. QuickBooks helps you manage income and expenses to make tax time easier. If you’re not already using another platform to handle your expense billing and sales invoicing, you can use QuickBooks to handle that, too. Not only does it integrate with our CRM, it also works with TurboTax to help at the end of the year when it’s time to send out W-2s and 1099s to employees and contractors
Cloud storage provides a backup copy of important files, but also makes files accessible from anywhere there’s an internet connection. Dropbox offers both free and paid accounts. You can choose the one that best fits your business and upgrade accordingly as your business grows. Plus, integration with Insightly allows you to link files in Dropbox to contacts, organizations, opportunities, and projects to simplify your workflow.
Whether you need clients to sign contract or just want to simplify the employee onboarding process, DocuSign provides a quick, easy, and secure platform to handle all of this digitally. No need to waste time emailing, faxing, or mailing back signed copies. Send documents to clients in seconds and get electronically signed copies back in no time from desktops or mobile devices. Once documents are prepared, you can create workflows that work best for your business to help you automate as much of the process as possible.
Zapier is an automation tool that cuts down on repetitive, tedious, time-sucking tasks. While it will take some time to set up your zaps, or actions, it’s a set and forget situation. Zapier works with more than 600 apps, including Insightly, and can do a number of things such as:
- Create Insightly contacts from Google Contacts, MailChimp subscribers, Gmail emails, and more.
- Capture form submissions and send them directly to Insightly as contacts
- Send Insightly tasks to other project management platforms like Trello, Todoist, and Asana
- Help you manage social media
- Help you manage your mailing lists
With Zapier, it’s also possible to delay workflows, so you can automatically send follow-up emails to new contacts, or get tasks notifications on due dates. It’s also possible to schedule your automated task creation so you don’t have to worry about making time to do certain chores on a daily, weekly, or monthly basis.
Microsoft Power BI
Reporting is a necessary part of business, but it can be painstaking to spend hours putting the reports together. With Microsoft Power BI, you can expand on the existing reporting tools in Insightly without having to manually transfer or copy and paste data from Insightly to Microsoft. The free reporting tool allows you to analyze and visualize data from your CRM to make it easy to generate reports. Once the reports are generated, they can easily be shared with anyone else in your organization. Records you see in Insightly are also visible in Power BI, so you can create any number of reports to help keep you on track to reach your business goals.
Understanding the user experience is critical for anyone in eCommerce or online marketing. With UserTesting, you have everything you need to find out what your website users are doing and thinking when they visit your website. This platform allows you to see videos of actual users giving you feedback as they use your website, mobile app, or even a prototype of a new web-based product/service. Investing in user experience testing can help you validate decisions at any point through design and development, allow you to influence stakeholders to justify user experience improvements, and develop more effective, targeted products. A business is only as strong as the team behind it, and when a team is running themselves ragged focusing on minute details of operation, they can’t focus on the big picture. Invest in these tools to streamline everything, and use that extra time to focus on other key areas like product development and customer service.