Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Register prospects for sales-related events, webinars, or conferences.
Track the allocation and return of tools, devices, or shared equipment.
Onboard and approve new vendors with necessary compliance and financial information.
Capture potential customer information for sales follow-up and nurturing.
Stop waiting months. Get your AI-native business platform running before your coffee gets cold.