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.
Propose new projects or request scope, schedule, or resource changes to active projects.
Record and evaluate employee performance; can be linked to goals and review cycles.
Submit receipts for expense reimbursement or record-keeping.
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.