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 employee or departmental expenses for reimbursement or accounting.
Capture potential customer information for sales follow-up and nurturing.
Initiate internal promotion, role updates, or department transfers.
Initiate the purchase process based on a finalized quote or customer intent.
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