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.
General inquiries or messages from prospects; starts the sales conversation.
Submit and track employee or departmental expenses for reimbursement or accounting.
Request and approve budgets for projects, departments, or initiatives.
Request payment from customers or initiate payment to vendors.
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