Insightly + Fusion
Connect Your CRM & Phone in 5 Minutes. Better Calls. More Sales.
Insightly is a simple to use yet powerful CRM system for small business. With integrations to Google Apps, Office 365, MailChimp, and major social media sites; great mobile apps for tablets and smart phones; and easy access to a REST API for custom integration, Insightly is the leading small business CRM.
Actions from your calls to Insightly
- Callinize is not your typical CTI solution. It boasts an innovative feature set your users will love.
- All Calls are Logged 100% Automatically. No need to be logged into Insightly or even have your computer on.
- Add Sales Gamification to Insightly.
- Click to Dial works on any webpage. Insightly, your inbox, a spreadsheet, LinkedIn, etc.
- Easy to use Inside Sales interface that doesn't require any training.
- Often called a PowerDialer, Auto-Dialer, Progressive Dialer, or Predictive Dialer. We call it a Sales Dialer!
- Call Centers use Call Popups that appear on every browser tab. This allows users to add notes to calls even when they're not logged into Insightly!
- Contact name & account link to the Insightly records to quickly pull up all your Insightly data.
- The caller's previous calls, notes, etc are pulled from Insightly and displayed in the call Popup
- Call Notes entered in one tab are sync'd to others. Never hunt down the tab you left notes in again. We popup right in Insightly or any tab.
- Call History for reviewing calls made
- Call Metrics you can understand.
- @mention syntax enables easy sharing of call notes.
- Popups handle multiple calls (ie. Call Waiting), don't ever lose a call note
- SmartRelate - Calls are related to Opportunities/Cases if dialed from one in Insightly
- If multiple matches, popup displays radio buttons to choose.
- Gamification awards top performers and makes it fun
- Popup is minimizable to side of screen from Insightly or any tab