Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Submit and track PTO, sick leave, or other time-off requests, including approval workflow.
Ensure daily tasks are completed consistently in areas like safety, production, or logistics.
Collect feedback on customer satisfaction to drive improvements and retention.
Request payment from customers or initiate payment to vendors.
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