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.
Capture potential customer information for sales follow-up and nurturing.
Initiate the purchase process based on a finalized quote or customer intent.
Record increases or decreases in stock due to loss, damage, cycle counts, etc.
Initiate internal promotion, role updates, or department transfers.
Stop waiting months. Get your AI-native training module running before your coffee gets cold.