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 payment from customers or initiate payment to vendors.
Onboard and approve new vendors with necessary compliance and financial information.
Plan, execute, and track multi-channel marketing campaigns (email, social, paid ads).
Initiate internal promotion, role updates, or department transfers.
Stop waiting months. Get your AI-native training module running before your coffee gets cold.