Cut administrative work in half and boost productivity

Bypass your inbox, auto-assign tasks, and trigger actions in your other apps. Lets put your CRM data to work.

Think about how much more productive you would be if a single action taken in your CRM could trigger a cascade of multi-step process workflows that automatically updated important records and set in motion a series of reactions to drive your business forward.  With Insightly’s Workflow Automation, you can:

  • Send email alerts and auto-complete templates
  • Create and auto-update records
  • Auto-create tasks for others when a deal is won
  • Synch with other systems, eg. SAP, Oracle, etc.