• Web Services & API

Insightly CRM

Go beyond your Insightly CRM Analytics to get deeper insights into your pipeline management, lead tracking, project management, and boost revenue.

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Integration Overview

With our Web Service connector, easily bring all your Insightly data to ClicData. From there, store historical data from your favorite systems (VOIP, eCommerce, Marketing tools), cleanse, combine, and visualize it with custom and interactive dashboards and pixel-perfect reports. Get alerted in real-time when thresholds are met.

Key Benefits

  • Leverage 70+ widgets to visualize your marketing and CRM data easily
  • Compare Conversion Rates by Channel and Segment to optimize your marketing budget
  • Measure your marketing ROI by combining your Revenue data with your inbound and outbound spending from your financial system
  • Keep track of your sales team productivity: Dials, Outbound emails, Deals In Progress / Closed, Task Completion
  • Set custom thresholds and get alerts whenever they’re reached to stay on top of your team and campaigns’ performance

Sample Metrics

  • Conversion rate by Segment
  • CPL by Segment or/and Channel
  • Avg Time to Close by Segment
  • Number of Dials by BDR / Account Executives
  • ROI by Marketing Channel
  • And more…

We integrate with all your company systems

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