KrispCall x Insightly
optimize your sales & support processes

With this integration, agents can initiate calls directly from Insightly CRM with just a few clicks. They can simply find a contact listing and click the phone number to initiate the call. There is no need to manually dial numbers, saving time and reducing errors. Moreover, with it, they can also provide more personalized & tailored customer service as they can access relevant contact information while placing the call.

To enable click-to-call functionality on your browser, please install KrispCall Dialer.

The Click-to-SMS feature makes it easy to send text messages directly to your contacts. With just one click, you can send an SMS right from Insightly. Simply go to a contact’s profile, click their phone number, and choose the SMS option to type and send your message immediately.

This saves you from switching between apps or typing phone numbers manually. Additionally, all messages stay synced between KrispCall and Insightly, ensuring smooth and organized conversations.

With KrispCall + Insightly integration, every detail about all your inbound and outbound calls is automatically logged in on Insightly. This includes call date, time, duration, and direction (inbound or outbound).

Automated call activity logging eliminates the need to scramble for call details and the need for manual data entry. With this feature, businesses can analyze call data and gain valuable insights into each customer interaction directly from Insightly without switching between apps and tabs.

With the integration of KrispCall and Insightly, all your contact details between Insightly and KrispCall are synchronized in real time. Whether you’re adding a new contact, updating existing information, or deleting outdated records, the changes are instantly synchronized between Insightly and KrispCall.

This automatic change eliminates duplicates and keeps your information accurate and up-to-date across both platforms. As a result, agents will always have access to the latest contact information.

With this integration, you can also view voicemails and listen to call recordings directly from Insightly’s interface. Using this feature, agents can gain convenient access to important interaction information that they can use to review and analyze to understand customer needs and improve future interactions.

Similarly, it also enables supervisors to monitor call quality and ensure that agents are providing high-quality service and compliance with company policies.