Insightly Connector

With the WiseTime for Insightly Connector you can effortlessly enrich your CRM with accurate data on the time invested in your clients. WiseTime automatically records the time you spend on individual contacts so you can see just how much time it takes to nurture leads, close deals and provide ongoing customer support.

Know exactly where time is being invested

Know exactly where time is being invested

WiseTime works autonomously while you do, leaving you with an accurate account of where your time was spent. You can see how much time you spend nurturing leads, negotiating sales and providing support. This accurate insight into where you are investing your time gives you the power to analyse strategies and workflows with greater confidence or to implement successful service plans. With WiseTime acting as your timekeeping PA, you can also easily facilitate and manage flexible work arrangements, remote workers or contract working relationships.

WiseTime for Insightly in action

WiseTime for Insightly in action

The WiseTime Application will work autonomously in the background of your computer and collate the activity from your day in your own private timeline. WiseTime uses information from the window title of your active window to determine the activity, (such as, for example, the subject of your email or your document name). These activities appear in your private WiseTime timeline for you to review.

You’ll notice that many of the activities have automatically been tagged with the right client references from Insightly.

Effortlessly categorise your activity

Effortlessly categorise your activity

With the WiseTime Connector installed, all of your organisations from Insightly will be created as tags within WiseTime. We’ve even made it smarter by including contacts as aliases for their respective organisation. Each time a new organisation or contact is added, your WiseTime tags are updated.

This means that when you are corresponding with a certain organisation or relevant contact, WiseTime can automatically tag that activity with the correct organisation. When you post your time, it will flow directly into Insightly and you can see the total time spent working on each organisation within the details section.

Note the detail in the information

Note the detail in the information

You can get an even more detailed view of the activity for each organisation by looking at the notes attached. Each time someone posts their activity to Insightly, a note is added that shows you the detail of the activities posted, as well as the total time being added to the organisation.

You’ll also be able to see a breakdown of the top ten organisations you have been working with on your WiseTime dashboard. This gives you a fantastic overview of where your attention has been for a given period.

With WiseTime connected to Insightly, you can get even more value by adding accurate, meaningful data to your CRM. Contact us today to find out how you can install the WiseTime Connector for Insightly.

The WiseTime for Insightly Connector is available as part of our Professional and Enterprise plans. View the full plan inclusions here. 

 

Great tool for independent contractor! Extremely handy while working different projects for few customers. Another use case is to recall what you work on few weeks ago. ☺- automatic time tracking - smart tags assignments - timesheets generation ☹- can't really say anything, it covers all my current needs
Konstantin K.
15/02/2022
WiseTime I was previously at a firm where I did not need to bill my time so this is new to me but I am very thankful that we use WiseTime because all I have to do at the end of the day is to group my time together and post it. It's simple and fast. ☺I enjoy the fact that I do not have to worry about timing myself when allocating a certain amount of time on a project because I know WiseTime will do it for me. I also love the fact that the software is integrated with Clio, our management program, to bill our clients so no extra steps involved. ☹Although you can pause WiseTime and have it start recording your time when you select maybe having a daily time schedule so when you're done with your day and use the computer without having to remember to stop recording non-work items.
Renee M.
14/02/2022
WiseTime's Three E's: Easy, Essential, and Earns You Money The three E's come to mind when using WiseTime. It's Easy: Training employees to use WiseTime is quick and painless. It's Essential: I can work all day and not think of billing one time. This frees me up to do more billable work throughout the day. An essential tool in my productivity. It Earns you money: Before WiseTime, our firm was losing thousands of dollars in small daily tasks like sending a quick email or checking the status of a shipment. With WiseTime, we are able to track every single keystroke and mouse click throughout the day for an accurate count of what happened that day. There is no forgetting about a small task that can be billed out. I will never work without WiseTime running again. It is as simple as that. ☺In addition to its automatic time tracking, Wisetime is so easy to deploy and use. Getting new members set up to use WiseTime is a 1 minute process without all of the clunky steps most software makes you do. Training new employees to track their time is a quick 5 minute process that lends itself to earning more money for your business. ☹There is only one thing I do not like about WiseTime. When tracking time, there are too many clicks that are needed to track. While I understand the thought process that goes behind why it is set up the way it is (tracking one item throughout the day all at once), there are those that track by the hour at the end of the day. This causes more clicking and confusion.
Jason E.
14/02/2022
Best thing I've come across to clear my head LOVE this software so mujch. ☺I love this software because I can now get on with my day and I have a bunch of different clients, this takes the stress out of chopping and changing which happens ALOT. I may be in the middle of something and a client calls and I chop over to them and it tracks it all without me having to worry or billing wrong. ☹I bill some clients in 10 hour blocks. I would love an option where I can choose for it to alert me when a certain number of hours are up for a particular client. Maybe add a date and say example: From 10 March let me know when 10 hours is up. It to send an alert...so then I know to invoice again wiuthout having to continually check and then sometimes I'm over the hours by the time I check.
helen n.
13/02/2022
Great Priduct ☺WiseTime helps me track the hours worked and the clients I did work for. Thus, it helps me record my time and do my billing. ☹Not the easiest to use. Also, does not track phone calls.
Marc H.
12/02/2022
Best Time Tracking Application on the Market WiseTime's passive time tracking feature is what helped me make the decision. I don't have to start or stop a timer. I log in my computer for the day and don't worry about anything. WiseTime does the heavy lifting. ☺I've done the research, WiseTime provides the best passive time tracking on the market. ☹The only issue I've had with WiseTime is a few glitches with the desktop app.
Donna C.
12/02/2022
Invaluable to my Busy Practice Wonderful product and I have been very happy. ☺It is very helpful that I can access it online from anywhere so that I can log my time. The integration with Clio is wonderful. ☹The logging of time away from my computer could be better. Would love to have the ability to see it all the time away for the day and lot it all at one time.
Elizzabeth S.
12/02/2022
Excellent product ☺It's so easy to set up and use! It has paid for itself 10x over. ☹I haven't found a negative yet. Works great
Allison H.
12/02/2022
Easily Manage Time Tracking I have been using for almost 2 years in my consulting practices and it has really simplified my time tracking ☺It is easy to deploy and set up. Basic reporting meets my needs for the most part ☹I would like to be able to better automate and customize reports. Also - the ability to add more tags
Cathleen G.
17/12/2021
Great tracker Weekly usage ☺Compiling features that takes all of my activity and puts into one tracker. ☹Price - I wish the price were less given how little I use it.
Paul D.
17/12/2021

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