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.
Measure conversions, bounce rates, and engagement for marketing landing pages.
Initiate the purchase process based on a finalized quote or customer intent.
Manage order returns, process returned goods, and update inventory accordingly.
Get the Financial Circuit Breaker integrated into your AI stack immediately. No procurement nightmares.