Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Allow employees to update personal, banking, or emergency contact details.
Prepare and submit financial statements and reports for compliance and analysis.
Initiate internal tasks or service requests for facilities, maintenance, or production work.
Allow users to request product demos or free trials, signaling strong buying intent.
Stop waiting months. Get your AI-native training module running before your coffee gets cold.