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Insightly

Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.

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Exit Interview

Collect feedback from departing employees for retention and process improvement.

ModuleHuman Resources
EntityEmployee
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Shipping / Receiving

Record inbound and outbound shipments, update inventory accordingly.

ModuleOperations
EntityInventory Adjustment
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Ad Spend Tracking

Monitor spending on ad platforms (Google Ads, Meta, LinkedIn) and compare ROI.

ModuleMarketing
EntityMarketing Budget / Expense
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Project Initiation / Change Request

Propose new projects or request scope, schedule, or resource changes to active projects.

ModuleOperations
EntityProject
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