Insightly + Trixbox

Connect Your CRM & Phone in 5 Minutes. Better Calls. More Sales.


About Insightly

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.

About Tenfold

Tenfold is a CTI solution which makes your CRM and Phone work as one. All calls made on your Phone will be automatically logged in Insightly. Setup takes just minutes with no server or desktop software to install.


  • 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