A CRM and project management platform designed for growing businesses to manage relationships and deliver projects.
Key Features
Contact management
Project management
Workflow automation
Email tracking
Custom dashboards
Relationship linking
Lead routing
Business intelligence
Pricing
Subscription$29-$99/user/month
Detailed setup guide coming soon. We're researching the specific steps to connect Insightly with Tableau — including whether there's a native integration, third-party connectors like Zapier, or API-based setup. Check back for a complete step-by-step guide.
