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About Insightly
CRM and project management for SMBs
Unified CRM and project management platform that centralizes contacts, relationships, sales pipelines, and projects for streamlined business operations.
Use cases in GFunnel
- Track sales opportunities through pipeline stages
- Manage client relationships and communication history
- Organize team projects with task assignments
Automation ideas
- Auto-log emails to contact records
- Trigger project tasks from sales stage changes
- Auto-assign leads based on team rules