Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Monitor spending on ad platforms (Google Ads, Meta, LinkedIn) and compare ROI.
Record inbound and outbound shipments, update inventory accordingly.
Submit and track employee or departmental expenses for reimbursement or accounting.
Capture potential customer information for sales follow-up and nurturing.
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