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.
Collect detailed information from clients to create a formal customer record.
Initiate internal promotion, role updates, or department transfers.
Initiate the purchase process based on a finalized quote or customer intent.
Stop waiting months. Get your AI-native business platform running before your coffee gets cold.