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.
Record increases or decreases in stock due to loss, damage, cycle counts, etc.
Allow prospects to formally request pricing or proposals for services/products.
Report and schedule repairs or preventive maintenance of equipment or infrastructure.
Allow users to request product demos or free trials, signaling strong buying intent.
Get the Financial Circuit Breaker integrated into your AI stack immediately. No procurement nightmares.