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 users to request product demos or free trials, signaling strong buying intent.
Submit business-related expenses for approval and reimbursement.
Submit tax-related documents for compliance and record-keeping.
Report and schedule repairs or preventive maintenance of equipment or infrastructure.
