When sales turn into projects and team oversight is lost
The integration of Yaware with Insightly complements a CRM that combines sales and project work with data on actual working hours, workload, and real employee productivity.
Insightly shows the journey from lead to project delivery.
Yaware shows how the team actually works at each stage of this journey.
Who benefits from this integration
- Service and project-based companies
- Businesses with long sales cycles and delivery phases
- Teams where sales are closely linked to project execution
- Managers who need to monitor not only deals but also execution
Typical management situation
In Insightly, you can see:
- Leads and deals
- Tasks and projects
- Responsible employees and deadlines
- Progress tracking
But managers often lack answers to:
- How much real time the team spends on clients and projects
- Whether team workload matches work volume
- Where bottlenecks or idle time occur
- Whether projects are profitable in terms of time spent
Without time tracking, CRM and projects do not provide a full financial and operational picture.
What Yaware + Insightly integration provides
Actual work time tracking
- Real working hours of employees
- Activity throughout the day
- Monitoring adherence to schedules
Transparent team productivity
- Comparison of employees and roles by time contribution
- Identification of overloaded or underutilized resources
- Data for optimizing team performance
Better post-sales project control
- Understanding how much time is spent fulfilling commitments
- Identifying margin loss due to inefficiency
- Fewer missed deadlines due to overload
Less manual oversight
- No need to constantly check tasks and statuses
- Data is collected automatically
- Managers see the real picture of sales and delivery
How the integration works in practice
- The team manages sales and projects in Insightly
- Yaware automatically records working time and activity
- Managers get:
- Actual team workload
- Productivity by periods
- Time loss points and project risks
Management becomes more predictable and controllable.
Business results
- Control over project time costs
- Increased client profitability
- Better resource planning
- Improved productivity without expanding staff
- Transparent analytics for managerial decisions
Why Yaware complements Insightly well
- Works independently of CRM and project modules
- Requires no changes to team processes
- Suitable for service and project-based businesses
- Provides management data not available in CRM
See how it works in your company
You can request a Yaware demo and see how time and productivity tracking complements Insightly using real data from your sales and projects.
