Integrate CPQ software easily with your Insightly CRM software. Thorough insight into your entire process. From Lead to start of the Project in Insightly. All your details available anywhere with our standard Insightly integration.
The product configurator is easily integrated with your Insightly environment. Your data directly available, from Lead to the start of a Project. Anytime and anywhere. New Sales Opportunity? A quotation is directly opened in Elfsquad, and configuration can begin.
Double data entry costs time, is sensitive to errors, and above all a slog. Which is why all your contacts in Insightly synchronize to Elfsquad Product Configurator, and the other way around as well.
Is Sales opening a new quotation? Then you can directly fill it in with your configuration and all contact details from Insightly. After which the quotation is directly synchronized to CRM and the status is adjusted in both applications. Quotation accepted? Then the Project starts in Insightly.
We let our innovative power in the manufacturing industry speak and are proud to say that we have received a number of prominent awards with Elfsquad. This motivates us further to fulfill our mission together with our customers: Ensure the manufacturing industry the right to exist.