Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Initiate internal tasks or service requests for facilities, maintenance, or production work.
Record formal warnings or corrective actions taken against employees.
Register prospects for sales-related events, webinars, or conferences.
Plan, execute, and track multi-channel marketing campaigns (email, social, paid ads).
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