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.
Collect detailed information from clients to create a formal customer record.
Onboard and approve new vendors with necessary compliance and financial information.
Ensure daily tasks are completed consistently in areas like safety, production, or logistics.
Allow prospects to formally request pricing or proposals for services/products.
Stop waiting months. Get your AI-native business platform running before your coffee gets cold.