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 business-related expenses for approval and reimbursement.
Collect detailed information from clients to create a formal customer record.
Initiate internal tasks or service requests for facilities, maintenance, or production work.
Plan, execute, and track multi-channel marketing campaigns (email, social, paid ads).
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