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.
Track completed trainings, certifications, and continuing education records.
Monitor spending on ad platforms (Google Ads, Meta, LinkedIn) and compare ROI.
Submit receipts for expense reimbursement or record-keeping.
Collect applicant information for open positions; supports screening and recruitment workflows.
