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.
Request approval to purchase goods or services before creating a purchase order.
Initiate internal promotion, role updates, or department transfers.
Allow users to request product demos or free trials, signaling strong buying intent.
Track completed trainings, certifications, and continuing education records.
