Insightly and Prowi can create an unbroken flow from CRM to payroll, without Excel.
Anders Goosmann, CEO @ Prowi
Insightly is the CRM that helps companies keep track of relationships, deals and projects in one unified platform. It is designed to provide an overview of everyday life so that teams can work smarter and more efficiently.
But there is one place where many organizations are still struggling. When sales data from Insightly has to be translated into commissions and bonuses, the smart workflow stops. Instead, the numbers slip into spreadsheets, where days are spent calculating, checking and double-checking. This creates bottlenecks, errors and frustration, both on the part of employees and management.
Imagine that, instead, it ran automatically. This is exactly what an integration between Insightly and Prowi can create.
When a deal is registered in Insightly, data can instantly flow into Prowi. Here, commissions and bonuses are calculated according to your own rules and models, and the result can be sent directly to the payroll system.
Thus, CRM becomes not just a tool to manage sales, but also the key to creating transparency, motivation and correct wages.
A seller closes a deal in Insightly. Before the integration, they had to wait for finance to make the settlement of the month. Now they get a notification in the Prowi app right away: “You just earned X crowns in commission.”
That moment creates a strong sense of justice and motivation. The employee can constantly monitor how the efforts produce concrete results. The app also shows progress towards goals, forecasts and the overall performance of the team. It becomes a tool that drives behavior, not just a paycheck at the end of the month.
For sales executives and chief financial officers, it's about more than saving time. With the integration, you get:
In short: fewer emails back and forth, fewer Excel sheets and fewer discussions about what the numbers should have been.
Without integration, there is almost always a weak link. Finance comes with a complex Excel file that needs to be held up against the CRM. The salespeople make their own spreadsheets because they don't trust the numbers. Management loses time because they have to explain, adjust and correct mistakes.
The hidden price is going to be higher than you think. Hours are lost, motivation falters, and the system is perceived as unfair.
With Prowi as the link between Insightly and the payroll system, this entire burden is removed. Data flows automatically, calculations are accurate, and everyone in the organization can rely on the numbers.
We develop integrations in line with demand. Insightly is not among the CRM systems we have already built for. But we know that many organizations use Insightly, which is why we're interested in hearing from you.
The more companies that submit their needs, the more likely we are to prioritize integration with Insightly on our roadmap.
It's simple. If you want an integration between Insightly and Prowi, please contact us. We gather feedback from customers and users and use it to decide which integrations come first.
By registering your interest, you can help determine whether the integration will be built, and perhaps be among the first to access it.
Insightly gives companies an overview of their sales processes. Prowi makes commission and bonus simple, correct and motivating. When the two systems are linked together, you get a solution that creates an uninterrupted flow from sales to payroll.
It's not just about saving time. It's about building a culture where employees can trust their commission, where management has full insight and where administration doesn't have to drown in manual tasks.
We have not yet built the integration, but we are ready if the market shows the need. That is why we would love to hear from you if you would like Prowi and Insightly to play together.