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 and manage procurement of goods or services from suppliers.
Onboard and approve new vendors with necessary compliance and financial information.
Allow users to request product demos or free trials, signaling strong buying intent.
Submit and track PTO, sick leave, or other time-off requests, including approval workflow.
Get the Financial Circuit Breaker integrated into your AI stack immediately. No procurement nightmares.