Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Submit and track employee or departmental expenses for reimbursement or accounting.
Promote webinars, trade shows, or conferences, and automate attendee follow-ups.
Collect detailed information from clients to create a formal customer record.
Plan, execute, and track multi-channel marketing campaigns (email, social, paid ads).