Insightly CRM
Insightly CRM is a cloud-based customer relationship management platform designed to help businesses manage contacts, sales pipelines, and projects. It offers features such as lead and contact management, project management, advanced reporting, and pre-built business dashboards. The platform is tailored for small to mid-sized businesses and includes an AI-powered assistant called Copilot to automate tasks and enhance productivity.
Features
- Lead and contact management
- Project management
- Advanced reporting
- Pre-built business dashboards
- AI-powered assistant (Copilot)
- Workflow automation
- Customizable pipelines
- Role-based permissions
- Integration with various applications
- Mobile access
Product Details
- Pricing
- Subscription
- Deployment
- Cloud
- Location
- 🇺🇸 San Francisco, United States
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