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 the purchase process based on a finalized quote or customer intent.
Plan, execute, and track multi-channel marketing campaigns (email, social, paid ads).
Track the allocation and return of tools, devices, or shared equipment.
General inquiries or messages from prospects; starts the sales conversation.
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