Insightly

Insightly helps teams manage CRM, leads, opportunities, projects, contacts, organizations, tasks, and customer relationships, but customer and project data often needs to connect with marketing, finance, support, and reporting systems. Engini connects Insightly with your ERP, accounting, communication, email marketing, and analytics workflows so records, deals, contacts, projects, tasks, and activity updates can be synchronized automatically. Instead of manually updating CRM and project data across tools, teams can keep customer operations aligned from pipeline to delivery.