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.
Apply for credit terms with vendors or financial institutions.
Record and evaluate employee performance; can be linked to goals and review cycles.
Capture potential customer information for sales follow-up and nurturing.
Gather new hire details, assign equipment, and initiate onboarding tasks.
Get the Financial Circuit Breaker integrated into your AI stack immediately. No procurement nightmares.