Freshbooks and sometimes Toggl
Integration with Freshbooks.
I would love a way to save having to open an Opportunity or Project to grab the email address of the Insightly record. If only that little clipboard icon could appear next to the record name in the...
I would love pop-up reminders on my phone. I really dislike Google Calendar.
Oops! Never mind. I just read the post by Jessica Greene in the Tips forum about keyboard shortcuts.
First World problem solved. Now I can burn one less of a half a calorie each day.
If only I had known this sooner... Great tip!
I use filters and tags to segment my marketing and keep an eye on who my customers are.
I tag each record with the vertical, company size, geography, and if I have any sort of personal connection...
Create New Opportunity/Contact/Org drives me crazy.
I use Insightly to manage my personalized marketing campaigns. So I create a contact first, then an organization, and then an opportunity. Then...
I would like to be able to add tags without having to open the specific record. Maybe just drag them from the left onto the line with the record?
Yes! I would use the hell out of a mobile dashboard.