<div>
  <ul>
    <li>
      <p>
        Insightly, a developer of a cloud-based CRM and marketing platform for SMEs, announced that it had joined Intuit&rsquo;s QuickBooks solutions provider program in order to integrate its CRM solution. QuickBooks is a popular accounting management software by Intuit.
      </p>
    </li>
    <li>
      <p>
        As a result of its membership in the program, Insightly CRM would be integrated with QuickBooks online, providing Insightly&rsquo;s small to midsize business customers with financial tracking solutions to optimize operational efficiencies. Users can also add-on services such as QuickBooks Payroll and QuickBooks Time, and business transformation to further extend the capabilities of the solution.&nbsp;
      </p>
    </li>
    <li>
      <p>
        Insightly customers would also receive 30% off of the retail price for QuickBooks Online.
      </p>
    </li>
    <li>
      <p>
        <b>Analyst QuickTake: </b>
        The integration with QuickBooks which is the market leader in accounting software with a 
        <a href="https://enlyft.com/tech/products/quickbooks">
          65%+ global market share
        </a>
         may provide it with a competitive edge over other CRM providers. The integration also compliments Insightly&rsquo;s other product launches and integrations such as &ldquo;
        <a href="https://sp-edge.com/updates/5611">
          Insightly Service
        </a>
        ,&rdquo; (a customer service product) and &ldquo;
        <a href="https://sp-edge.com/updates/477">
          App connect
        </a>
         (a no-code CRM integration tool)&rdquo; by extending its product capabilities and providing a more complete solution.&nbsp;&nbsp;
      </p>
    </li>
  </ul>
  <p>
  </p>
</div>


<div>
  <p>
    <a href="https://www.insightly.com/blog/press-releases/insightly-joins-intuit-quickbooks-solution-provider-program/">
      <b>Press release</b>
    </a>
  </p>
</div>


SME CRM

Insightly joins Intuit’s QuickBooks solutions provider program to integrate its CRM platform with QuickBooks accounting solutions

PROMINENT_CATEGORY

<div>
 <p>Weave announced an integration with Dentrix Ascend, a cloud-based practice management solution for dental offices. The joint offering is expected to enhance patient experience, save time by automating tasks, and optimize operations using specialized tools for dental practice growth.</p>
</div>

Weave integrates with Dentrix Ascend to enhance patient experiences for dental offices

<div>
<p>Insightly announced the launch of its <strong>Insightly partner program</strong> to promote new revenue opportunities for its partners, which include <em>digital marketing agencies, system integrators, IT, and business consultants</em>.</p>
</div>

Insightly launches Partner Program to create new revenue streams

DISRUPTOR_PRESENT

INCUMBENTS_PRESENT

<div>
 <p><b>New product</b></p>
 <ul>
   <li><p><a href="https://sp-edge.com/companies/179467">Weave</a> enhanced its platform with an AI-driven voicemail transcriptions solution that automatically transcribes voicemails from patients. (October 30, 2023; <a href="https://www.getweave.com/weave-introduces-ai-driven-voicemail-transcriptions-for-healthcare-providers/">Company press release</a>)</p></li>
   <li><p><a href="https://www.pipedrive.com/en/newsroom/pipedrive-reveals-its-evolved-customer-driven-2023-product-roadmap-to-help-small-businesses-grow">Pipedrive</a> announced the beta launch of an AI-powered sales assistant that analyzes the user’s sales pipeline and activities to provide actionable recommendations. In addition, the firm announced the launch of a unified sales inbox and an AI-powered smart app recommendation, which recommends the most relevant apps on the Pipedrive marketplace for a customer’s business. (October 18, 2023; <a href="https://www.pipedrive.com/en/newsroom/pipedrive-unveiled-ai-powered-sales-assistant-to-significantly-boost-sales-performance">Company press release</a>)</p></li>
   <li><p><a href="https://sp-edge.com/companies/153584">Superoffice</a> announced that it plans to launch new AI-powered features. These include embedding ChatGPT into the SuperOfficeCRM platform and developing plugins to embed Microsoft 365 and other third-party “copilots” into its platform. (October 10, 2023; <a href="https://www.superoffice.com/news/insights/generative-ai/">Company press release</a>)</p></li>
 </ul>
</div>

Monthly News Summary (October 2023)

Pipedrive has launched new automation features that allow users to create efficient workflows, share automations, and transfer ownership. The company claims that these features can save up to 40% of time spent on repetitive tasks. Weave has added a dental practice analytics solution to its experience platform, providing real-time performance metrics for dental practices. Additionally, Weave has partnered with payment network Affirm to integrate flexible payment solutions into its platform, allowing customers to offer pay-over-time financing with low APR and receive payments faster.

Monthly News Summary (September 2023)

Weave has added a feature called Scan to Pay to its payment suite, allowing health care payments to be made via QR code. Freshworks has launched an integrated customer service suite that combines its conversational messaging and ticketing management solutions, featuring its GenAI technology. Weave has also introduced an AI-powered email marketing automation solution for healthcare providers. In terms of partnerships, Pipedrive has partnered with RapidVerify to integrate an identity verification solution into its CRM platform, offering real-time verification and fraud prevention.

All Updates

Weave integrates with Dentrix Ascend to enhance patient experiences for dental offices

Insightly launches Partner Program to create new revenue streams

Monthly News Summary (October 2023)

Monthly News Summary (September 2023)

Monthly News Summary (August 2023)

Monthly News Summary (July 2023)

Monthly News Summary (June 2023)

Monthly News Summary (April 2023)

Monthly News Summary (March 2023)

Monthly News Summary (February 2023)