Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Test different subject lines, layouts, or call-to-actions to optimize marketing effectiveness.
Initiate the purchase process based on a finalized quote or customer intent.
Track completed trainings, certifications, and continuing education records.
Plan, execute, and track multi-channel marketing campaigns (email, social, paid ads).
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