You probably have a whole suite of business tools that you love, including Insightly. It can get complicated when those tools don’t communicate with each other, which can lead to harmful information silos and unnecessary complications.
This can also make your workflows overly complicated as you have to toggle between multiple screens, windows, and business tools.
It’s time to streamline your communication, by combining your business phone system with a tool you already know and love: Insightly!
You can now do so with Yodel.io!
Yodel.io is an intelligent business phone system that allows you to connect your phone to tools you are already using and love.
When you connect your CRM with Yodel, you’re able to unlock new capabilities
You’ll never have to wonder if your contact information is consistent or up to date across your phone contact book and your CRM. With Yodel, you can have your information synchronized across platforms, leading to more consistent information within your business tools.
Streamline your communication workflows by handing off simple tasks to the Yodel integration! When you finish a Yodel call, you can take advantage of connecting your tools and have your Insightly records updated with call information. That way you can easily see communication records, within your Insightly Records!
Important and relevant information can be easily shared across your business tools, helping to avoid harmful information silos. This way your important contact records can stay up to date with the latest communications, and more!
It’s easy to get started with the Yodel and Insightly integration. It’s as simple as 1, 2, 3!