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
Contact management and sales work with integrated marketing
Sales deals connected with proposals, project scope, and delivery financials
Lead capture and sales follow-up connected with a broader customer lifecycle
Sales proposals with reusable content, interactive pricing, and conditional send approval
Route visiting-company activity into an owned sales follow-up
AI revenue platform that reads calls, emails, and CRM records to answer pipeline questions
NFT collection and chain sales rankings
Real-estate sales CRM with availability cover and explicit user reassignment
Versioned sales libraries with personalized materials and branded buyer portals
Distributor CRM with ERP-linked customer records and structured implementation work
AI agent that finds prospects and sends sales outreach
Field sales execution with offline presentations, meeting records, and CRM synchronization
Use company context and CRM deal segments to rank prospect accounts
Lead management with separate qualification levels, lifecycle states and guided conversion
Read cadence participation separately from replies, manual stops and opt-outs
Finds accounts, qualifies contacts, and writes signal-based outbound
AI parallel dialer that calls several numbers at once and routes live answers to sales reps.
Field-sales account routes with saved itineraries and activity logging
Sales, stock and finance for Brazilian small businesses
Monitor tax exposure, review product categories and approve the first filing
Mapped sales accounts with route planning and meeting follow-up tools
B2B CRM activities that connect tasks and emails with a sales-process step
Review sales replies by campaign, sender, client and team member in one inbox