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 and manage employee or vendor access to specific physical locations.
Apply for credit terms with vendors or financial institutions.
Propose new projects or request scope, schedule, or resource changes to active projects.
Manage order returns, process returned goods, and update inventory accordingly.
