How To Send an Email Directly From an Opportunity in insightly CRM
Automating QuickBooks and a Few Other Things
Our company specializes in automating processes, including QuickBooks and so can yours. As a bookkeeping or tax professional, you are constantly dealing with data and data entry for your own firm and on behalf of your clients. The next time you find yourself assembling an invoice or inputting data or re-inputting data, stop for a moment and look around at the tools that exist today and consider automating these processes.
74 Systems Profiled by insightly in Case Study
Recently insightly contacted Eric Greenspan of 74 Systems. The request came in over email in the subject line read we are interested in doing a case study on your company. …
Add a Task with your Voice to insightly using Amazon Echo “Alexa” and Special Guests IFTTT, Gmail and Zapier
Have you ever wanted to add a task with your voice? Ever wished you could just say “Add this task” when you have a great idea or need to add a task …
Eric Greenspan of 74 Systems Named the 14th “insightly Hero!”
Today, I was asked to join the insightly Hero™ program. I was proud to be asked, as there are only 13 others. I’m really focused on how this can help my …