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Easy Invoicing & Document Management Comes to Insightly

Posted on 10.22.2014

Creating and maintaining a successful small or local business comes with inherent challenges like a small number of staff and little financial breathing room.

In order to combat these challenges that come with owning a small business, owners must leverage the most comprehensive platforms and systems possible.

Insightly, a customer relationship management system for small and local businesses, has announced new integrations for QuickBooks Online as well as Dropbox and Box that are immediately available to its users.

Through this Quickbooks integration, Insightly will help businesses to improve their efficiency and organization by allowing users to see a more comprehensive view of themselves including sales figures, account balances as well as invoices and payments. Also, with their new Dropbox and Box integrations, businesses will be able to easily link documents to any contacts, projects or organizations as well as access and manage them while on the go.

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“The QuickBooks Online, Dropbox and Box integrations further allow Insightly users to seamlessly move from one task to the next. These new functionalities minimize the need to leave Insightly to access accounting details, shared documents and customer data, so small business owners and their teams can be more productive, and in return, more successful,” said Anthony Smith, CEO and founder of Insightly.

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