New features: product catalogs, Price Books and Quotes, sales territory maps

In our newest product unlock we introduce a collection of recent Insightly sales drive automation (SFA) and analytics features that supply our consumers with extra regulate, flexibility, and smarter reviews they want to building up potency, develop profitability, and fortify customer support. With those options we’re opening  get admission to to enterprise-grade features with out the price and complexity of legacy CRM programs.  

Watch the Q1 2019 Product Unlock Webinar the place Insightly CEO Anthony Smith unveils new options.

Product, Price Books and Quotes

Product & Products and services Catalog

Briefly seek, observe, and arrange hundreds of thousands of distinct merchandise and services and products proper within the Insightly platform. Attach merchandise and services and products to particular person alternatives multi functional position, getting rid of human mistakes, bottlenecks, and inconsistencies.

Extra main points:

  • Create further customized fields on merchandise. (Instance: inventory amounts)
  • Replace and upload merchandise by the use of the API from exterior programs, or import from CSV.
  • Come with product households and more than one product photographs for every product.
  • Create customized product layouts for various customers.
  • Achieve actionable insights with new product reviews and dashboard card choices.

Price Books and Quotes

Revel in fine-grained, whole regulate of what you promote, to whom, when, and at what value. Upload more than one costs to every product or provider in keeping with location, foreign money, acquire amount, sale sort (retail or wholesale), 12 months, or buyer.

Create custom designed quotes, contracts, and proposals and ship them to potentialities in only a few clicks, at once from Insightly.

Accelerate the quote-to-cash procedure and save time with the Price Books and Quotes.

Extra main points on Price Books:

  • Clone value books or import new value books in only a few clicks.
  • Upload or replace pricing by the use of the API from exterior resources.
  • Archive previous value books.
  • Create customized fields in value books.
  • Upload merchandise to a possibility and give you the option price mechanically calculated.

Extra main points on Quotes:

  • Create quotes for alternatives in simply a few clicks.
  • Customise templates in MS Phrase with photographs, trademarks, and merge fields.
  • Create more than one templates for various areas, consumers, or product traces.
  • Upload good conditional common sense inside of templates for customized textual content blocks or content material sections.
  • Upload tax, transport and dealing with to quotes, save and e mail as PDF to a buyer for approval.
  • Sync quotes with their connected alternatives to mechanically replace and fit their merchandise and pricing knowledge.

Availability: Undertaking Plan

Learn the Information on Merchandise, Price Books and Quotes

Be told extra within the Insightly Assist Heart.

Analytics & sales territory visualization

Customized calculated fields

Write customized formulation, calculate and retailer values with Insightly’s exceptionally rapid formula-calculating engine.

Extra main points:

  • Upload calculated fields that execute a formulation (very similar to MS Excel) inside of Insightly each and every time a file is added or up to date.
  • Get admission to 200+ purposes.
  • Incorporate calculations into reviews and dashboards playing cards.
  • Get calculation ends up in other knowledge varieties: date, time, textual content, quantity, p.c, and many others.
  • Render research in more than one codecs.

Availability: Undertaking Plan

Learn The right way to create a customized calculated box?

Customized validation regulations

Customized validation regulations are important to keeping up knowledge integrity, consistency, and accuracy. Write your personal trade common sense to make sure that the information entered right into a file meets the factors or codecs you need ahead of saving the tips in Insightly.

Examples of customized validation regulations come with proscribing file enhancing to express customers or restricting value cut price levels to steer clear of any mishaps.

Extra main points:

  • Execute buyer explicit regulations on any box in a stored file to ensure the information entered conforms to buyer’s necessities.
  • Use validation regulations around the internet, cell apps, and the API.
  • Carry out validation on customers, roles, profiles, dates and instances, or the file fields themselves.
  • Upload validation to any items, together with customized items.

Availability: Undertaking Plan

Learn What are object validation regulations?

Sales territory mapping

Chart your knowledge on greater than 40 top definition geographic maps, protecting each and every area of the arena. Glean valuable insights and simply track sales efficiency, akin to sales effects by means of state, product sales quantity by means of nation, or quite a lot of consumers by means of area.

Observe that Insightly is the one primary CRM providing this option.

Extra main points:

  • Map any file with an deal with, area, or nation box onto a map.
  • Zoom in and mouseover to show values.
  • Customise maps with other colours and values.

Availability: Undertaking Plan

Different options

New symbol customized box sort

Upload photographs to any file, together with contacts, organizations, alternatives, tasks, leads.

Extra main points:

  • Upload a picture to any usual or customized object.
  • Add and connect JPEG or PNG information to any file on the net, cell app, or by the use of the API.
  • View symbol fields in several web page layouts.
  • Use complex permissions to regulate which customers can view or edit photographs.

Availability: Skilled and Undertaking Plans

Dashboard desk playing cards

Construct smarter reviews with dashboard desk playing cards and get admission to all related knowledge in a single view.

Extra main points:

  • Upload tabular knowledge for your dashboards to listing out file.
  • Filter out, crew, and use knowledge shaping in desk playing cards.
  • Roll up abstract totals.  
  • Upload links and hyperlinks to other data to view all main points proper on most sensible of the dashboard.

Availability: Skilled and Undertaking Plans

New report era device

Merge Insightly knowledge with MS Phrase templates to create professional-looking, branded paperwork for contacts, organizations, alternatives, tasks, and leads. Auto-generate custom designed paperwork, customized letters, and mailing labels for contacts in Insightly in simply a few clicks.

This selection is particularly helpful for challenge managers or respectable provider businesses who must generate proposals, shows, account plans, and different customized paperwork frequently.

Extra main points:

  • Use more than one merge templates for every object sort.
  • Merge photographs and content material in keeping with Insightly box.
  • Customise content material with conditional formatting.

Availability: All Plans

For extra main points, watch the webinar.

For documentation and consumer guides, test the Insightly Assist Heart.

To time table a choice with our sales workforce, name 1-888-999-4039 or e mail


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