Insightly Integration with Metric.ai
for Professional Services Analytics

Automatically import the clients, deals, projects, and revenue of your consulting firm from Insightly
About Metric.ai
Metric.ai is a business intelligence software tailored for professional services. All crucial measurements of your business are taken from your current tools.

Control profitability, rates, cash flow, hours and utilization from your CRM, project management, time tracking and finances software without any workflow changes.
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About Insightly
Maximize your productivity with a sales CRM platform that promotes best practices. Prioritize your sales pipeline with personalized dashboards and personal productivity tools.

Increase win rates with rich customer insight and collaborative selling tools. Drive best practices with powerful process automation that aligns with your sales playbook.

Build relationships, accelerate sales, deliver projects.
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Let's Integrate Your Stack of Tools
with Our Professional Services Analytics