Need help with Insightly? Our founder is an Insightly Hero. (They’re word, not ours.)

Eric Greenspan Knowledge Base Articles Leave a Comment

At Modernize My Business, Insightly is at the heart of our operation, both internally and for our clients. Our Accounting Workflow System is built on top of Insightly. Our founder, Eric Greenspan, is an Insightly Hero, which simply means he is a champion of the product, knowing its strengths, weaknesses, and workarounds. With Insightly CRM, Modernize My Business helps our clients build thriving businesses and interconnecting all the best of breed cloud based applications into a seamless and cohesive experience that business owners and their staff simply love to use.

Our founder is an “Insightly Hero”

Need help with an Insightly project? Need customization or workflow automation assistance? We can help.

Schedule a consultation here

Insightly is the “CRM like nothing you’ve seen before.” With it, you can grow your relationships, accelerate sales, manage your projects, and streamline business processes—all with Insightly CRM.

Grow stronger customer relationships
Insightly can show you who has the strongest relationships to any customer, track the strength of relationships over time, and discover hidden connections through relationship maps.

Relationship Linking
Building strong relationships with your customers oftentimes involves understanding a complex web of their interactions with teammates, bosses, other teams within the business, and partners.

Insightly helps map and better understand complex customer relationships through flexible record linking functionality. Customers, emails, and other records can be “linked” to existing contacts in your database, allowing you to quickly determine who knows who, and build a clear view of an organization’s structure and informal networks.

Accelerate sales
Distribute leads to the right reps with automated lead capture and routing. Close more deals faster and with fewer clicks with workflow automation. Manage opportunities in kanban view, and send tracked emails to prospects in a couple of clicks.

Schedule a consultation here

Lead routing
Insightly tracks the most relevant lead information, including a rich activity timeline of marketing campaign source, emails, phone calls, meetings and tasks. Automatically route leads to the right person, in real time, so sales reps follow up on leads while they’re still hot.

Workflow automation
Create complex, multi-step business processes with Insightly workflow automation. Send email alerts, create or update records, generate tasks for others when opportunities are won, and even execute custom business logic to sync external systems from SAP, Oracle, and others.

Send, track, and save emails
Create and send emails from within Insightly in a few clicks, or send out bulk emails to a list of contacts or leads with ease. Insightly tracks email delivery to customers in real-time and monitors open and click statistics for all email templates—it even notifies you when emails are opened.

Schedule a consultation here

Manage projects and delivery
Convert won opportunities to projects seamlessly without losing any data. Track milestones, manage processes, and integrate with external systems to ensure on-time delivery and happy customers.

Streamline business processes
Build and deploy custom applications with the Insightly platform across web and mobile in just a few minutes. Capture the data you need from customers or external systems with custom objects, and relate that to information you’ve already stored with relationship linking.

Model, capture, and manage any dataset
Capture and store data and the relationships between datasets with custom objects. Set permissions and visibility for records by business role or department, and schedule and run reports from anywhere.

Schedule a consultation here

Build and deploy custom apps in minutes
Build complete custom apps for your business on the Insightly platform with validation rules, calculated fields, workflow automation, and dashboards and reports. Then deploy them for employees to use across the web and mobile phones within minutes…and without writing any code.

Design dashboards and track important metrics
With business intelligence built right into Insightly, create beautiful data visualizations to discover insights and chart progress towards your goals. Produce and share dashboards and reports with other team members with drag and drop ease of use, and built-in governance and security.

Work from anywhere
Manage everything on the go with award winning mobile applications for both Android and iOS.

Schedule a consultation here

Scan business cards
Take the drudgery out of data entry by uploading all contact information from any business card in just one click.

Update your projects in real time
Road warriors can quickly update the other members of the delivery team on the status of their tasks, milestones, and deliverables.

Move opportunities along
Field salespeople can easily change the status and amount of an opportunity—or create a new one—right at the client’s location.

Integrate with the tools you use
Keep connected to the tools you already use. Never lose a doc with links to your file services. Get relevant data and take action right from your email inbox. Always have your contacts and calendar synced and at hand. Track accounting and email marketing right from your CRM. Make more happen with webhooks and our open API.

Keep everything safe and secure
We use Insightly to run Insightly, so we make sure your data is as secure and safe as our own. We work with customers every day to make sure that their data security requirements are met and exceeded.

  • Independently assessed for compliance to SOC 2 Type II
  • Single-sign-on via industry standard authentication protocols
  • Support for two-factor authentication
  • Encryption of data in transit and at rest
  • EU/US Privacy Shield and GDPR Compliance

Experience the CRM your team will actually use!

Schedule a consultation here

Leave a Reply