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 and manage employee or vendor access to specific physical locations.
Issue billing documents to customers for goods or services provided.
Initiate the purchase process based on a finalized quote or customer intent.
Conduct inspections during receiving, production, or packaging to ensure standards are met.
