Get Efficient with the Insightly CRM Sidebar for Gmail
The Insightly CRM sidebar for Gmail is designed to make it easier to manage your customer relationships without ever leaving your inbox. By integrating this CRM solution, you can quickly log emails directly into Insightly with a single click, making it easy to maintain all relevant information about your contacts, opportunities, and projects. Plus, this integration gives you the ability to link essential communications to your contacts, add notes, and even insert custom email templates to save time and improve the quality of your communications.
Create and manage contacts and leads directly from Gmail
With Insightly for Gmail, creating and managing your contacts and leads just got easier and more efficient. Right from your inbox, you can add new contacts and associate them with existing opportunities, projects, or organizations. Likewise, you can create leads and convert them into contacts or opportunities with just a few clicks. This centralized approach allows you to better manage your prospecting efforts and proactively track the progress of your customer and prospect interactions.
Availability in French and cross-platform compatibility
Although the official Insightly website (https://www.insightly.com/) or mainly in English, it is important to note that the interface of the application is available in French, thus offering a user experience adapted to the needs of French-speaking companies. Furthermore, the Insightly add-on for Gmail is compatible with different browsers and devices, ensuring optimal accessibility and smooth use on all platforms.
How to take advantage of Insightly for Gmail and optimize your CRM?
Getting started with Insightly for Gmail takes just a few simple steps. First, sign up for free at accounts.insightly.com if you don't already have an Insightly account. Once registered, follow the instructions to install the Insightly CRM Sidebar for Gmail™ add-on. As soon as the installation is complete, you will be able to enjoy the benefits offered by this CRM integration and manage your customer relationships more efficiently.
By using Insightly for Gmail, you can also improve collaboration within your team by assigning tasks and responsibilities to your colleagues, tracking the progress of your projects, and sharing important information with your collaborators. This allows you to keep an overview of your sales activities and ensure smooth communication between your team members.
Learn how Insightly for Gmail can benefit your business
In conclusion, Insightly for Gmail is a powerful solution that allows professionals to strengthen their customer relationships and optimize their CRM management directly from their inbox. With this integration, you can work smarter, build more valuable customer relationships, and improve collaboration within your team. With features like creating and managing contacts and leads, adding notes and attachments, and using custom email templates, you can manage your sales and marketing efforts more effectively.
Make your projects successful with Insightly for Gmail
By using Insightly for Gmail, you can also ensure the success of your projects through better organization and coordination of your teams. The Insightly platform allows you to set clear goals, assign responsibilities, and track the progress of your projects in real time. Plus, you can use Insightly's reporting and analysis tools to identify trends, issues, and opportunities, so you can make informed decisions to improve your performance.
Integrate Insightly for Gmail today and transform your business
Don't wait any longer to take advantage of the benefits offered by Insightly for Gmail and empower your business to grow. By integrating this CRM solution into your Gmail inbox, you will have access to powerful tools to manage your customer relationships, improve collaboration within your team and ensure the success of your projects. So join the thousands of businesses today who trust Insightly to optimize their CRM and transform their business.
