Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Track completed trainings, certifications, and continuing education records.
Apply for credit terms with vendors or financial institutions.
Track the allocation and return of tools, devices, or shared equipment.
Manage order returns, process returned goods, and update inventory accordingly.
Get the Financial Circuit Breaker integrated into your AI stack immediately. No procurement nightmares.