Elfsquad CPQ Software for Insightly CRM
Connect Elfsquad CPQ with Insightly for a complete view of your sales process from first lead to project completion. Your data is always available, in both systems, without manual transfers.
Your Product Configurator Connected to Insightly
The Elfsquad product configurator integrates directly with your Insightly environment. When a new sales opportunity is created in Insightly, a quote opens in Elfsquad automatically and configuration can begin straight away. No switching between systems, no duplicate work.
- A digital sales channel from first contact to closed deal
- Efficient sales process with data sync between both applications
Contact synchronization
Double data entry slows your team down and introduces errors. Contacts in Insightly sync automatically with Elfsquad, and vice versa, so your team always has the right details at hand without entering them twice.
- Contact details always up to date in both systems
- No more double data entry
Quotation Synchronization
When sales creates a new quote in Elfsquad, contact details are pulled in from Insightly automatically. Once the quote is done, it syncs back to Insightly and statuses update in both applications in real time. When a quote is accepted, the project starts in Insightly automatically.
- Full control over quote revisions
- Live status updates in both Elfsquad and Insightly
