Insightly & Kixie phone and text integration

AI LOCAL PRESENCE

Boost your connect rate from Insightly with Local Presence virtual phone numbers. Enjoy 500% more pick-ups as you dial across the US and Internationally.

CLICK-TO-CALL

Load up a list of prospective customers and efficiently dial down the list in Insightly or anywhere on the web.

SMS & VOICEMAIL TEMPLATES

Spending less time writing texts and leaving voicemails and more time closing the deal.

AUTOMATION TRIGGERS

Use call data to trigger workflow automations in Insightly or use other events to trigger SMS or calls.

We want your Insightly phone and text agents to close more deals

Our Mission with Insightly phone and text

When you connect Kixie with Insightly phone and text, your agents will save time by making calls easier, sending SMS messages easier, logging calls automatically, and intitiating workflows via call dispostions.

Boost call velocity by 500%

Time-Saving SMS and Voicemails Templates

Lifetime call recordings in Insightly phone and text

AI Local Presence

Enjoy 500% more pick-ups as you dial across the US and Internationally with Local Presence phone numbers.

Voicemail Drop

Save time by leaving voicemails while you are on to the next dial. Record as many Voicemails as you like.

Click-to-Call

Load up a list of prospective customers and efficiently dial down the list in Insightly phone and text or anywhere on the web.

Any Device. Anywhere.

Deskphone, mobile phone, or computer with headset - Kixie has you covered. Your Insightly phone and text Contacts will be with you.

Live Call Coaching

Listen to live calls as they are happening. Barge in to help out or simply whisper only to your agent to help close the deal.

Call Recordings

Record calls and store them in Insightly phone and text to listen to help with coaching or revisiting prospective clients caught in a long sales-cycle.

Custom Call Dispostions

Enable your team to use dispositions in Insightly phone and text with your own Sales Lingo and Process.

Reporting Insights

Quickly identify rock stars and poor performers by reviewing call metrics over any time period.

Screen Pops

Deal size, Org. information, Name and Location -- Insightly phone and text data pushed to your screen for every incoming call.

Voice and Messaging Tools to juice your numbers

Call Waiting

Know if that valuable lead is calling you back and put your current call on hold to close the deal.

SMS Messaging

Send and Receive business SMS messages with ease. Use SMS templates to send personalized messages quickly.

Voicemail Drop

Leaving a voicemail with the push of a button will save you hours a day if you make 60 - 90 calls a day.

CRM Integration

Log dispositions to Insightly phone and text after each call to automate next tasks: SMS Messages, Future Calls, Emails and more.

Time to employ a more intelligent phone system?

Kixie requires no system changes and is compatible with most CRMs

Take a test drive

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Insightly phone and text Integration