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.
Issue billing documents to customers for goods or services provided.
Collect emails and consent for marketing communication via newsletters and announcements.
Submit business-related expenses for approval and reimbursement.
Track completed trainings, certifications, and continuing education records.
