With CircleLoop's integration with Insightly, you can make and receive calls directly from Insightly. CircleLoop will identify the caller and provide you with a direct link to Insightly. Now you don't need to leave Insightly to talk to customers
When you set up the integration, your Insightly contact information will automatically sync with CircleLoop. Contacts will sync automatically daily. If the calling contact is in your Insightly, you will see the full contact details and tags in the incoming call.