Next-gen automation platform for your business
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 feedback from departing employees for retention and process improvement.
Propose new projects or request scope, schedule, or resource changes to active projects.
Allow prospects to formally request pricing or proposals for services/products.
General inquiries or messages from prospects; starts the sales conversation.
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