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.
Monitor spending on ad platforms (Google Ads, Meta, LinkedIn) and compare ROI.
Apply for credit terms with vendors or financial institutions.
Gather new hire details, assign equipment, and initiate onboarding tasks.