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.
General inquiries or messages from prospects; starts the sales conversation.
Submit tax-related documents for compliance and record-keeping.
Submit and track employee or departmental expenses for reimbursement or accounting.
Allow employees to update personal, banking, or emergency contact details.
Get the Financial Circuit Breaker integrated into your AI stack immediately. No procurement nightmares.