Integrating CRM with a financial services tool is perhaps the most valuable connection for businesses, since it expedites sales and collections.
SAN FRANCISCO (PRWEB) November 30, 2022
Today Insightly, innovator of CRM for fast-growing businesses, is announcing that it has joined the Intuit QuickBooks Solution Provider Program from Intuit (Nasdaq: INTU), the global financial technology platform that makes TurboTax, Credit Karma, and QuickBooks. By aligning Insightly’s proven CRM platform with the leader in accounting software, businesses can more seamlessly connect critical business operations and financials with the key components of the customer journey including CRM, marketing automation, customer service, and more.
By leveraging the integration between Insightly and QuickBooks Online, customers can benefit from comprehensive and integrated business solutions geared towards helping them manage their money. Much like how Insightly gives companies a single source of truth for their customer relationships, Intuit QuickBooks delivers a consolidated source for financial management, human capital management enabled through add-on services like QuickBooks, Payroll, and QuickBooks Time, and business transformation. Together, the platforms enable small to midsize businesses to optimize operational efficiencies to ensure they are set up for success.
"Integrating CRM with a financial services tool is perhaps the most valuable connection for businesses, since it expedites sales and collections," said Anthony Smith, Insightly CEO. "Through this membership, we're helping our customers grow their businesses by facilitating integrations with Intuit’s solutions to meet their financial needs."
"Insightly’s participation in Intuit’s QuickBooks Solution Provider Program provides its customers with financial tracking that fully integrates with Insightly’s CRM platform for added benefits," said Gavin Orleow, Vice President of Channel Sales for Intuit.
Insightly customers can save up to 30 percent off of the retail price for QuickBooks Online. For more information on the combined solution, visit https://www.insightly.com/integrations/quickbooks-online/.
Insightly CRM is a modern, flexible, and affordable CRM that teams love. It offers a complete feature set, ease of customization, simple integrations, and low total cost of ownership to help drive fast-growing businesses forward. Powerful in any vertical, Insightly CRM can be complemented by companion products for marketing and customer service in the same platform. Insightly is trusted by more than a million users worldwide. For more information, visit https://www.insightly.com.