Next-gen automation platform for your business
Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Allow users to request product demos or free trials, signaling strong buying intent.
Prepare and submit financial statements and reports for compliance and analysis.
Request payment from customers or initiate payment to vendors.
Initiate the purchase process based on a finalized quote or customer intent.
Stop waiting months. Get your AI-native business platform running before your coffee gets cold.