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.
Request payment from customers or initiate payment to vendors.
General inquiries or messages from prospects; starts the sales conversation.
Stop waiting months. Get your AI-native business platform running before your coffee gets cold.