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.
Request and approve budgets for projects, departments, or initiatives.
Initiate the purchase process based on a finalized quote or customer intent.
Allow employees to update personal, banking, or emergency contact details.
Stop waiting months. Get your AI-native business platform running before your coffee gets cold.