Insightly Online CRM Announces Workflow Automation and Mobile Enhancements

Insightly, an online customer relationship management application (CRM) for small and growing businesses, has added new workflow automation and mobile features to help customers streamline business for greater productivity.

The new features include the ability to automate internal processes through scheduled actions, personalized template correspondences and custom project functions that complement Insightly’s recent lead routing and productivity enhancements for the company’s mobile CRM application.

According to Insightly, time and bandwidth are valuable resources for all businesses, and workflow automation helps sales and marketing professionals utilize them more effectively by automatically completing manual tasks. Rather than requiring an employee to manually update all the fields for a new sales opportunity, Insightly’s workflow automation tool completes this automatically, allowing representatives and managers to spend more face- time with customers. While other CRMs offer workflow automation, the company contends, most solutions do not offer it a price point accessible to small-to-medium-sized businesses (SMBs). 

In addition to workflow automation, Insightly’s mobile apps now offer push notifications on task reminders and the ability to receive email notifications on any record as updates occur. The mobile features also offer complete access and search capabilities for notes and files stored in third-party systems, like Google Drive, OneDrive, Dropbox, PandaDoc and Evernote, and an offline mode to view and search data without internet access.

Using the right CRM can make a significant bottom-line difference for SMBs, but not if the benefits are buried under tedious manual requirements, said Anthony Smith, founder and CEO of Insightly. With Insightly’s workflow automation, from any location, growing businesses can automate notifications, emails and administrative tasks, giving them the ability to focus on strategic priorities and build meaningful relationships with customers, he added.

For more information, go to Insightly.com.