Next-gen automation platform for your business
Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Initiate internal promotion, role updates, or department transfers.
Request payment from customers or initiate payment to vendors.
Submit receipts for expense reimbursement or record-keeping.
Submit tax-related documents for compliance and record-keeping.
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