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.
Initiate internal tasks or service requests for facilities, maintenance, or production work.
Issue billing documents to customers for goods or services provided.
Manage order returns, process returned goods, and update inventory accordingly.
Request and approve budgets for projects, departments, or initiatives.
