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.
Allow prospects to formally request pricing or proposals for services/products.
Initiate the purchase process based on a finalized quote or customer intent.
Report workplace incidents or accidents for investigation and safety compliance.
Allow employees to update personal, banking, or emergency contact details.
