Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Plan, execute, and track multi-channel marketing campaigns (email, social, paid ads).
Record and evaluate employee performance; can be linked to goals and review cycles.
Report and schedule repairs or preventive maintenance of equipment or infrastructure.
Onboard and approve new vendors with necessary compliance and financial information.