Insightly CRM
insightly.comSales opportunities that carry their records and tasks into post-sale projects
Sales opportunities that carry their records and tasks into post-sale projects
Customer history and sales work connected to website inquiries
Keep personnel files, leave and onboarding workflows connected with payroll and workplace tools.
CRM and automated email or SMS follow-up in one sales platform
Free shared household records with a financial month you can adjust
Android expense records with category caps and optional cloud sharing
Collect expense receipts and export records for accounting
Finance workflows for receivables, purchases and multi-entity records
Maintain consistent location records across search, maps and local pages.
AI receipt scanner and bookkeeping software for small businesses
Core HR records connected with workforce planning and organizational changes
AI voice note app that records speech and turns it into structured text.
AI note taker that records and transcribes meetings
Chinese personal ledgers with category budgets and shared records
AI notetaker that records, transcribes and summarizes meetings.
Sales records, quote preparation, and contract follow-up in a shared CRM
Private AI companion that joins calls, meetings, chats and mail
Food tracking with meal plans and several input choices
Workout delivery and progress records for trainers and multi-trainer gyms
AI revenue platform that reads calls, emails, and CRM records to answer pipeline questions
U-One banking with account records and service-request tracking
Real-time entity resolution software that links duplicate and conflicting records into one resolved view.
Document belongings, receipts and home service history
Mac home inventory with documents, locations and packing lists