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
Sales deals connected with proposals, project scope, and delivery financials
Field-sales execution with territory planning and visit context
Lead capture and sales follow-up connected with a broader customer lifecycle
Sales research and multichannel outreach with event-driven workflows
Sales proposals with reusable content, interactive pricing, and conditional send approval
Account-linked sales opportunities with product quantities and selected-record statistics
Route visiting-company activity into an owned sales follow-up
Manage sales sequences alongside deal work, conversations and forecasting
Coordinate team work in workspace channels and direct messages within the Ubirimi suite.
Plan weekly tasks, coordinate with collaborators, and organize larger work on project boards.
Bring team chat, shared knowledge, tasks, and calls together in one workspace.
Book desks, rooms, and visitors while coordinating teams and workplace space plans.
Connect channels and direct messages to projects, customers, and documents in a small-business workspace.
Manage personal events, team calendars, appointments, and shared resources in one online calendar.
Propose meeting times in a poll and let participants mark when they are available.
Sales opportunities and quotations with separate overwrite and amendment choices
Publish vacancies and move applicants through hiring stages with shared team access.
Creator campaign workspaces with shared casting and stakeholder review
Keep applicant tracking, hiring-team feedback and everyday employee records in one HR family.
Retail outlet sales execution with configurable visit priorities and route constraints
Distributor CRM with ERP-linked customer records and structured implementation work
Create collaborative sales documents with embedded Salesforce data and discussion.
AI agent that finds prospects and sends sales outreach