We’ve teamed up with Footprints Accountancy to bring together our love of the Insightly CRM with their passion for QuickBooks Online (QBO) the business accounting solution.  The best thing is, these two products can be integrated to work together so that you can manage all your customer information in one place.

Our first half day workshop on Wednesday 30th September was a great success with all of the delegates stating they would be looking at implementing one or both of the solutions for their business.

The workshop includes training on the Insightly CRM and how to manage your customers, leads, opportunities and projects from Zeun Digital plus an overview of QuickBooks Online from one of Footprint’s national Intuit QBO trainers.

Keep an eye on this page for details of the next workshop date.

If you already use one or both of these products this workshop will help you to use the tools effectively together as well as help you to understand the capability of both for streamlining your business processes.  For those who have never used either product we think you will be amazed at what these two online solutions can do for your business, especially when you join them together.

Insightly

  • Powerful Customer Relationship Management
  • Integrated Project Management
  • Improved Lead Conversions and Sales Tracking
  • Social Integration – track users via LinkedIn or Twitter profiles.
  • Mobile App solutions to manage your customers and projects on the go.
  • Powerful Integration with Google Apps, Office 365, DropBox and more (including QBO)

QuickBooks Online

  • Create budgets and compare to actual performance
  • Track VAT (standard, cash and flat rate schemes)
  • Online banking- automatically import transactions from your bank
  • Track stock levels
  • Track sales, expenses and profits
  • Sign in from your smart phone or tablet
  • Access QuickBooks online from any internet-connected MAC or PC.

Working Together

  • See how Insightly and QuickBooks Online can work together
  • View customer payment status and history from the customer record in Insightly
  • Cut down on dual data entry.
  • Keep contact information up to date across both systems

Keep an eye on this page for details of the next workshop date.