Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Request and approve budgets for projects, departments, or initiatives.
Promote webinars, trade shows, or conferences, and automate attendee follow-ups.
Submit business-related expenses for approval and reimbursement.
Record increases or decreases in stock due to loss, damage, cycle counts, etc.
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