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.
Submit tax-related documents for compliance and record-keeping.
Collect detailed information from clients to create a formal customer record.
Request stock replenishment or internal transfer of materials between departments.
Collect applicant information for open positions; supports screening and recruitment workflows.
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