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 receipts for expense reimbursement or record-keeping.
Capture potential customer information for sales follow-up and nurturing.
Track completed trainings, certifications, and continuing education records.
Record and evaluate employee performance; can be linked to goals and review cycles.
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