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.
Gather new hire details, assign equipment, and initiate onboarding tasks.
Request payment from customers or initiate payment to vendors.
Request and manage employee or vendor access to specific physical locations.
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