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.
Register prospects for sales-related events, webinars, or conferences.
Onboard and approve new vendors with necessary compliance and financial information.
Record formal warnings or corrective actions taken against employees.
Collect feedback from departing employees for retention and process improvement.
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