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.
Allow prospects to formally request pricing or proposals for services/products.
Report and schedule repairs or preventive maintenance of equipment or infrastructure.
Request payment from customers or initiate payment to vendors.
Apply for credit terms with vendors or financial institutions.
Stop waiting months. Get your AI-native training module running before your coffee gets cold.