Have any of you done and Insightly CRM integration? We are using Insightly currently and would like to see an integration with QuoteWerks.
What would you like to see in this integration?
Contact Integration.. pushing back opportunity information.. that sort of thing?
Yep. Maybe an option to set a task for followup. Linking the opportunity to the quote. Just off the top of my head. I'm sure there will be other items once I start asking questions here.
We are not using QuoteValet now, however, I suspect that will change in the next 12 months.