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Dedicated capacity and resources provided by AI Ops Agents

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Insightly

Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.

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Damaged/Expired Goods Report

Report unusable stock and remove it from inventory.

ModuleInventory Management
EntityInventory Adjustment / Incident
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Demo/Free Trial Request

Allow users to request product demos or free trials, signaling strong buying intent.

ModuleSales
EntityContact
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Ad Spend Tracking

Monitor spending on ad platforms (Google Ads, Meta, LinkedIn) and compare ROI.

ModuleMarketing
EntityMarketing Budget / Expense
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Inventory Count / Audit

Periodic reconciliation of physical stock with system records.

ModuleInventory Management
EntityInventory Count / Cycle Count
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