Manage New Business with a Task Management CRM

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When your tasks are organized, you can drive new business more consistently and predictably. And when your key sales activities are intelligently automated, you add velocity every step along the way.

Insightly’s custom pipelines let you organize your tasks for sales and projects, your way — with powerful process automation at every step of the way.

Check out our task management features:

  • Website Lead Forms
  • Custom dashboards & reporting
  • Automated lead assignment rules
  • Action based workflows