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.
Schedule and manage blog posts, social media updates, and SEO-optimized content.
Initiate internal promotion, role updates, or department transfers.
Initiate the purchase process based on a finalized quote or customer intent.
Issue billing documents to customers for goods or services provided.
