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.
Report unusable stock and remove it from inventory.
Gather new hire details, assign equipment, and initiate onboarding tasks.
Initiate the purchase process based on a finalized quote or customer intent.
Request approval to purchase goods or services before creating a purchase order.
