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.
Submit and track employee or departmental expenses for reimbursement or accounting.
Record increases or decreases in stock due to loss, damage, cycle counts, etc.
Capture potential customer information for sales follow-up and nurturing.