Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Request and manage employee or vendor access to specific physical locations.
Initiate internal tasks or service requests for facilities, maintenance, or production work.
Initiate the purchase process based on a finalized quote or customer intent.
Allow prospects to formally request pricing or proposals for services/products.
Stop waiting months. Get your AI-native business platform running before your coffee gets cold.