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.
Initiate the purchase process based on a finalized quote or customer intent.
Automatically send follow-up emails or content based on lead behavior.
Submit business-related expenses for approval and reimbursement.
Request payment from customers or initiate payment to vendors.
Get the Financial Circuit Breaker integrated into your AI stack immediately. No procurement nightmares.