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.
Collect feedback on customer satisfaction to drive improvements and retention.
Collect detailed information from clients to create a formal customer record.
Capture potential customer information for sales follow-up and nurturing.
Allow prospects to formally request pricing or proposals for services/products.
