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 CRM that helps thousands of businesses manage their contacts and sales workflow.

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.