By Insightly4.52 out of 5 stars
Insightly empowers companies to build lasting relationships with their customers.
Insightly provides customer relationship management software for small and midsize businesses across a range of industries such as manufacturing, consulting, health & wellness, media and others. With more than 1.5 million users worldwide, Insightly is the world’s most popular CRM software for Google and Office 365 users.
Play Video, opens in a dialog
Insightly CRM + Xero
Using the Insightly–Xero integration, your team can track Xero invoices and bills under the Xero sub-tab in Contacts, Organizations, Projects & opportunities. And, you can create new Xero invoice drafts right from Insightly and add new contacts to Xero with just a click.
Explore how to setup Insightly CRM
An Insightly administrator with a Xero login can set up the integration.
Reviews & ratings
1 out of 5 stars
Gave up on it
I used to use it all the time and the link was reliable when updating details of clients. Then it stopped working, then sometimes it would say it was working, and then it did work, and then it didn't work again. Contacted Insightly and they did not seem to know much about the app. It had very limited functionality anyway so I ditched it.
POSTIVIES: Insightly offers a logically structured CRM software that helps to organize your business. Helpful features include tags, ability to assign tasks directly, link emails to Insightly to see the thread directly in the software, visually see progress/percent completion on tasks, and more. NEGATIVES: - With that being said, if you are a SMALL BUSINESS, do NOT expect to be taken care of by Insightly customer service. If you did want to be taken care of, you need to prepare to have to add a substantial budget for assistance. -I was very disappointed because after speaking to the sales representative in August, I was offered a whole package that unfortunately took a MONTH to confirm. By that time the package was no longer available, and all the training sessions that were originally offered with my package had disappeared. When i revisited the training a few months later, Insightly tried to sell me a whole new packages to buy additionally. Obviously being a small business, this is absolutely not possible for us because the investment of Insightly is already a substantial investment.
4 out of 5 stars
Hi I am just into my first week of trial to see if the Insightly crm intergrated with Xero is going to be suitable for our organisation. So fa I am pretty impressed. Once small thing that is very important. Can we turn Xero quotes into Insightly Opportunities? It would be fantastic if someone could offer some way to do this as I need to make some decisions on this programme in a couple of days.
By InsightlyAdded in 2015
CountriesAustralia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States
SupportSetup walkthroughIntegration walkthrough
Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.