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
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
Create collaborative sales documents with embedded Salesforce data and discussion.
Route visiting-company activity into an owned sales follow-up
Manage sales sequences alongside deal work, conversations and forecasting
NFT collection and chain sales rankings
Retail outlet sales execution with configurable visit priorities and route constraints
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
Customer context and sales workflows connected to CRM records
Field sales execution with offline presentations, meeting records, and CRM synchronization
Lead management with separate qualification levels, lifecycle states and guided conversion
Bitcoin and Ethereum buying with euro sales and price alerts
AI parallel dialer that calls several numbers at once and routes live answers to sales reps.
Run advertising-agency projects, traffic, client intake, and accounting in one system.
Sales-tax calculations and filings with a team to manage the work
Sales tax and VAT management with return review and remittance