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.
Automatically send follow-up emails or content based on lead behavior.
Promote webinars, trade shows, or conferences, and automate attendee follow-ups.
Request approval to purchase goods or services before creating a purchase order.
Record and evaluate employee performance; can be linked to goals and review cycles.
Stop waiting months. Get your AI-native business platform running before your coffee gets cold.