Here at Proposable, we are very particular about which products we partner with and this is why we handpicked Insightly as one of our preferred integrations. For those of you who don’t know,  Insightly is a powerful and user-friendly small and mid-sized business CRMthat helps thousands of businesses manage their contacts and sales workflow.

Insightly + Proposable Benefits

  • Automatically sync your Insightly contacts to Proposable
  • Create and deliver polished sales proposals in minutes
  • Watch all proposal activity get pushed into your opportunities
  • Win more business with the #1 proposal software

Integration Overview

Connect Proposable to Insightly CRM from Proposable on Vimeo.

Once you have connected your Insightly CRM account to Proposable, your contacts auto-sync and you are immediately ready to send out your first winning proposal! When a proposal gets sent, Proposable automatically creates an Insightly opportunity and continually updates that opportunity in realtime as your contact interacts with the proposal. For example, Proposable will add each proposal view, comment, download and even digital acceptance receipt back into the Insightly opportunity and activity stream.

What is insightly_logo_white_top_space?

Insightly is a simple yet effective CRM and Project Management tool for small businesses to manage their customers, contacts, opportunities and projects. Insightly enables small business owners and teams to be more productive and work together more easily, in the office or on the go.

How does it work?

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