Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Collect applicant information for open positions; supports screening and recruitment workflows.
Prepare and submit financial statements and reports for compliance and analysis.
Initiate internal tasks or service requests for facilities, maintenance, or production work.
Gather new hire details, assign equipment, and initiate onboarding tasks.
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