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.
Onboard and approve new vendors with necessary compliance and financial information.
Periodic reconciliation of physical stock with system records.
Track completed trainings, certifications, and continuing education records.
Promote webinars, trade shows, or conferences, and automate attendee follow-ups.
