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.
Capture potential customer information for sales follow-up and nurturing.
Ensure daily tasks are completed consistently in areas like safety, production, or logistics.
Plan, execute, and track multi-channel marketing campaigns (email, social, paid ads).
Initiate the purchase process based on a finalized quote or customer intent.
Get the Financial Circuit Breaker integrated into your AI stack immediately. No procurement nightmares.