CRM Innovator Integrates with Small Business Technology Leader to Help Fast-Growing Businesses Streamline Operations and Drive Growth
Insightly, an innovator of CRM for fast-growing businesses, has joined the Intuit QuickBooks Solution Provider Program from Intuit, 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 toward 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.