• December 6, 2016

Insightly Adds Workflow Automation

Insightly, an online CRM systems provider for small businesses, has added workflow automation and mobile features to help users automate internal processes through scheduled actions, personalized template correspondences, and custom project functions.

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.

"The right CRM can make an enormous bottom-line difference for SMBs, but not if the benefits are buried under tedious manual requirements," said Anthony Smith, founder and CEO of Insightly, in a statement. "Insightly's workflow automation delivers on the promise of business productivity and efficiency. From any location, growing businesses can automate notifications, emails, and administrative tasks, giving them the freedom to focus on strategic priorities and build meaningful relationships with customers."


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