Have any of you done and Insightly CRM integration? We are using Insightly currently and would like to see an integration with QuoteWerks.
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.
What would you like to see in this integration?
Contact Integration.. pushing back opportunity information.. that sort of thing?