Is insightly for us

Hi guys,

I am part of a company with 30+ staff and thousands of clients. 10+ people have client interaction.

We have a system to keep track of customers emails and chats but it is with limited capabilities. 

What is really important for us is that the new system integrates with PayPal, Braintree and a mail provider (not MailChimp).

On top of that, what we ultimately want is to have the following things working. 

- One base with all communication with each client

- Ability to send preset emails based on client interaction

- Ability to group clients based on income

- Ability to group clients based on support intensity 

Thanks a lot for your support. 

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2 comments
  • Hi Tommy, 

    Insightly does not have a built in integration with PayPal or Braintree. For payment processing, many people choose to integrate with an invoice system like Xero and then connect Xero with a payment processor.

    While mailchimp does have the deepest integration with Insightly, there are several other options as well for built in integration. You can see them at www.insightly.com/integrations. There are also workarounds to get data to any mail provider. 

    All of your other wishlist items are easily accomplished in Insightly. Let me know if you need more help!

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  • Hi Tommy,

    As Erin says, your wish list can largely be achieved through Insightly. For instance, we have integrated both Xero and Mailchimp but also use Insightly's built in email and pipeline management tools for single/mass personalised communication as well as workflow management (opportunity and project progress tracking).

    More can be found here:

    https://support.insight.ly/hc/en-us/sections/200718424-Email

    https://support.insight.ly/hc/en-us/sections/203856937-Workflow-Tools

    Hope this is of some help, and don't hesitate to get in touch if we can be of further help.

    kind regards, Simon

     

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