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.
Track completed trainings, certifications, and continuing education records.
Request payment from customers or initiate payment to vendors.
Test different subject lines, layouts, or call-to-actions to optimize marketing effectiveness.
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