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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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Warehouse Receiving Checklist

Verify and record inbound goods from suppliers.

ModuleInventory Management
EntityInventory Receipt
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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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Minimum/Maximum Stock Threshold

Define reorder points and prevent overstocking or stockouts.

ModuleInventory Management
EntityInventory Rule / Reorder Settings
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Event Registration

Register prospects for sales-related events, webinars, or conferences.

ModuleSales
EntityContact
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