Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Ensure daily tasks are completed consistently in areas like safety, production, or logistics.
Request stock replenishment or internal transfer of materials between departments.
Collect detailed information from clients to create a formal customer record.
Submit and track PTO, sick leave, or other time-off requests, including approval workflow.