Source
Automation & workflows — found from sitemap — Insightly
Checked for Insightly on 1 Oct 2026
- Page
- https://www.insightly.com/customizable-workflow-software/
- Checked
- 1 Oct 2026, 09:21 UTC
- How we may use it
- Public page, crawling permitted
Technical details
- type
- page
- http status
- 200
- content hash
- sha256:1868e4a75dd1f21fb070f889b3452496f71b52c284b54506ebfb0e38444add40
- permission
- robots_ok
- screenshot
- Screenshot on file (internal exhibit, not published)
Cited by
Facts read from this source
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Sales pipeline leads Report an error
“Capture relevant details about each lead Prioritize leads with your teams, and distribute based on criteria you set”
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Customizable pipelines Report an error
“Manage opportunities in customizable pipelines”
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Workflow automation Report an error
“Automate repetitive, manual tasks so your team can focus on what matters most.”
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Validation rules permissions Report an error
“Make your CRM even more valuable to your business by ensuring that every business-critical field and object is updated with validation rules”
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Products quotes Report an error
“Create deal velocity, configure and price quotes directly from opportunity records and keep track of the status with quote pipelines”
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Quote templates Report an error
“Customize your quotes with branded templates”
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Opportunity to project Report an error
“Seamlessly convert opportunities to projects after the deal is closed”
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Custom fields layouts Report an error
“Tailor every project with custom fields and page layouts to deliver great outcomes to your customers”
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Dashboards limits Report an error
“Create up to 100 shareable dashboard cards on the Professional Plan and an unlimited number of cards on the Enterprise plan”
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Workflow orchestration Report an error
“Increase your teams’ productivity by automating and orchestrating workflow tasks, sending emails, updating records, executing custom code, firing webhooks, and much more.”
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Mobile apps Report an error
“Manage everything on the go with award winning mobile applications for both Android and iOS.”
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Mobile business card scan Report an error
“Take the drudgery out of data entry by uploading all contact information from any business card in just one click.”
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Mobile opportunity editing Report an error
“Field salespeople can easily change the status and amount of an opportunity—or create a new one—right at the client’s location.”
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Customization no developers Report an error
“Save on cost with intuitive, easy customization – no expensive third party developers required”
6 facts read from this page are not shown because they could not be confirmed on the page as captured.