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.
Issue billing documents to customers for goods or services provided.
Request payment from customers or initiate payment to vendors.
Register prospects for sales-related events, webinars, or conferences.
Allow users to request product demos or free trials, signaling strong buying intent.
