Header vorm clip
Integrations

Elfsquad Product Configurator as standard Insightly CRM integration

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.

insightly-screen

Elfsquad Product Configurator & Insightly CRM

A digital sales channel from A to Z

order-entry-brightwater-industries

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.

  • A digital sales channel from A to Z.
  • More efficient sales with all your data available in both applications.

Contact synchronization

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.

  • Contact details always at the ready.
  • No more double data entry.
insightly_contacts
insightly_opportunities_dashboard

Synchronization of quotations

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.

  • Complete control over revisions.
  • Live status adjustments in both applications.
Onder achtergrond vorm
Google maps achtergrond vorm

Working together on prize-winning software.

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.

2019Partner Award 2019 of Ridder Data Software B.V.
2019Nomination Deloitte Rising Star Award – Fast 50
2018Winner Noordelijke Innovatie Award
2018Winner Ondernemersprijs Smallingerland
NL
Our website uses cookies and similar technologies. Click on 'I agree' to allow the placement of cookies. Read more about cookies