Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Verify and record inbound goods from suppliers.
Request payment from customers or initiate payment to vendors.
Record and evaluate employee performance; can be linked to goals and review cycles.
Initiate the purchase process based on a finalized quote or customer intent.
Get the Financial Circuit Breaker integrated into your AI stack immediately. No procurement nightmares.