Streamlined CRM Communication
3CX Insightly CRM Integration
Boost your business growth with Aatrox’s 3CX Insightly CRM integration, seamlessly blending sales-focused CRM tools with efficient calls to drive leads and close deals faster.
Get Started with Insightly CRM integration
About Insightly
Insightly and 3CX Integration
Insightly CRM is a powerful, cloud-based platform trusted by over 25,000 businesses for sales, marketing, and project management. Tailored for small to mid-sized teams, it offers lead tracking, customizable pipelines, automated workflows, email marketing, and project delivery tools. With integrations like Google Workspace, Microsoft 365, and Power BI, Insightly streamlines processes, enhances team collaboration, and provides actionable insights. Its intuitive interface, mobile app, and affordable pricing with a 14-day free trial make it ideal for businesses aiming to scale relationships and deliver projects on time.
Why Integrate Insightly CRM with 3CX?
Imagine picking up a call and instantly seeing a lead’s pipeline stage, email history, or project details right on your screen. That’s the power of integrating Insightly CRM with the 3CX Phone System. This integration connects Insightly’s robust CRM to 3CX’s reliable VoIP, enabling real-time data access during calls to personalize interactions and speed up sales. It’s about automating tasks, strengthening customer bonds, and growing smarter. For another CRM tailored to small teams, check out our 3CX Capsule CRM Integration.
Streamlined Sales:
Automate contact syncing and call logging to keep pipelines moving.
Personalized Engagement:
Access Insightly’s lead insights during calls for tailored conversations.
Unified Data Hub:
Centralize call and chat records in Insightly for robust reporting.
Scalable for Growth:
Perfect for startups or mid-sized firms expanding their reach.
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How Aatrox Makes It Happen
At Aatrox Communications, we’re all about empowering your team to shine. We offer custom Local (hosted locally) Insightly CRM integration with 3CX, supporting secure on-premise or cloud deployments to fit your needs. Our experts handle everything, assessing your setup, configuring APIs, and testing for flawless performance, so you can focus on closing deals and managing projects. With Aatrox, you get a partner dedicated to simplifying your tech and boosting results. Explore more solutions on our 3CX CRM Integrations page.
Here’s how we do it:
Dive into your business needs and current systems.
Build secure API connections between Insightly CRM and 3CX.
Test rigorously for a seamless, user-friendly experience.
Provide ongoing support to ensure long-term success.
CRM Features
Features of 3CX Insightly CRM Integration
Contact Synchronization:
Automatically sync Insightly CRM contacts with 3CX, displaying caller names on your phone for inbound and outbound calls.
Contact Lookup:
Search Insightly contacts by phone number during calls, with options to add them to 3CX for quick access.
Call Pop:
Generate unique URLs for each Insightly contact, allowing your team to instantly access pipeline or project details in Insightly with one click.
Call Journaling:
Log call details into Insightly as notes or in a designated section, supporting four call types:
- Answered Inbound: Records answered calls with timestamps and team notes.
- Unanswered Inbound: Tracks missed calls for prompt follow-ups.
- Answered Outbound: Logs outbound calls with duration and outcomes.
- Unanswered Outbound: Captures attempted calls for better lead nurturing.
Chat Journaling:
Push Facebook, website, SMS, and WhatsApp for Business chats into Insightly, centralizing all customer interactions.
Click to Call:
Initiate calls directly from Insightly using TEL links, streamlining outreach efforts.
Call Recording:
Record calls and access them via a secure link for future reference, stored in Insightly for easy retrieval.
AI Transcription and Summarization:
Use AI to transcribe and summarize calls, storing transcriptions and summaries in Insightly for reference and compliance.
*AI transcription and summarization available exclusively with an Enterprise 3CX license.
Case Study
Accelerating Growth for a Consulting Firm
A mid-sized consulting firm struggled with scattered lead data and slow project follow-ups, hampering client acquisition. Aatrox deployed a 3CX Insightly CRM integration, syncing contacts in real-time, logging calls automatically, and integrating chats into Insightly’s pipelines. The result? A 45% boost in lead conversion rates, a 20% reduction in follow-up time, and happier clients thanks to personalized, data-driven calls. Our custom local hosting option ensured secure data control, letting the firm focus on growth while we managed the tech. See how we transformed a service business with our 3CX Less Annoying CRM Integration.
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Explore More Integrations
Ready to enhance your business with more CRM integrations? Aatrox offers tailored 3CX solutions for diverse needs:
3CX Nimble CRM Integration: AI-powered lead prospecting for small teams.
3CX Monday CRM Integration: Customizable pipelines for dynamic sales automation.
3CX Condat CRM Integration: Specialized tools for education and migration agencies.
3CX HotDoc Integration: Patient engagement for healthcare practices.
3CX Zammad CRM Integration: Open-source multi-channel support for helpdesks.
3CX Vtiger Integration: Sales and marketing automation for growing businesses. For reliable system support, explore our 3CX Hosted Solutions to keep operations smooth.
Get Started with Aatrox
Ready to grow smarter with 3CX Insightly CRM integration? Contact Aatrox Communications today to customize your setup and elevate your sales and projects. Contact us now to get started!
FAQ
3CX Insightly CRM Integration
It’s a seamless link between Insightly’s sales and project CRM and 3CX, enabling contact syncing, call logging, and real-time pipeline access during calls.
It automates lead tracking, provides pipeline insights during calls, and centralizes data in Insightly, speeding up conversions by up to 45%.
Yes, it logs calls and chats into Insightly’s project modules, ensuring seamless tracking of client interactions and project deliverables.
Absolutely, Aatrox offers custom on-premise hosting for secure, compliant deployments tailored to Insightly’s data needs
AI transcribes and summarizes calls, storing them in Insightly for compliance, with links to project or lead records for easy reference.
Yes, its scalability and affordability align with Insightly’s focus, supporting growing teams with efficient sales and project workflows.
