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.
Propose new projects or request scope, schedule, or resource changes to active projects.
Collect detailed information from clients to create a formal customer record.
Gather new hire details, assign equipment, and initiate onboarding tasks.
Ensure daily tasks are completed consistently in areas like safety, production, or logistics.
