• July 28, 2015

Insightly Sidebar Extension Delivers Enhanced CRM Productivity

Insightly, providers of an online customer relationship management tool for small and growing businesses, has released several new features developed to improve productivity and meet the sales CRM needs of its growing user base. With its newest Google Chrome extension, the Insightly Sidebar provides a more streamlined experience for Gmail users.

"We are a great online CRM for small businesses, and as our customers grow, we grow with them. Insightly has continued to add features and plans that support our users at every stage of their business. We are seeing an explosion in Chrome brower extensions and are taking advantage of this trend by making it easier than ever for our customers to integrate Insightly into their daily routines," said Anthony Smith, founder and CEO of Insightly, in a statement.

Insightly has rolled out severalnew features during the first half of 2015 to support the needs of small business sales teams and executives. They include the following:

  • Insightly Sidebar Chrome Extension for Gmail Users: Delivers a seamless integration with Gmail, allowing users to save and access important email or customer information in Insightly directly from their Gmail accounts. With the Insightly Sidebar, all the rich information about contacts, leads, opportunities, projects, and other Insightly records can be accessed without the need to switch to a new tab in the browser. Gmail users without a Google Apps for Work account can also use the Insightly sidebar.
  • Business Card Scanner: Scan, save, tag, and set permissions for a single business card or a batch of cards. Once saved, scanned card details are transcribed from image to text and verified by real people for accuracy. Available for both Insightly's iOS and Android native mobile apps.
  • Mass email and sales templates: Email a group of customers or leads directly from Insightly, eliminating the need to export email addresses and switch to an email application. Users can also create email templates or customize pre-built templates directly in Insightly.
  • Leads management: Import, tag, and assign leads within Insightly. Users can review lead sources, ratings, industries, and number of employees, as well as lead status.

In the second half of 2015, Insightly will roll out additional features and distribution channels, including custom reporting and integration with Xero accounting software; Insightly released QuickBooks Integration in October 2014. Insightly drove the creation of the recently announced QuickStart Bundle for Office 365, which includes five third-party business apps designed for small businesses and integrated with Office 365.

"We used to have our own custom sidebar pulling data from Insightly, but when we heard that Insightly was releasing its own sidebar, we were very excited," said David Zeidman, founder and managing director of Zeidman Development, in a statement. "Our excitement was thoroughly justified. All the essentials about a contact are displayed in an easy-to-access format right in the browser. We're able to see at a glance which opportunities or projects are ongoing with a specific contact and are able to respond quickly and appropriately."

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