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.
Record and evaluate employee performance; can be linked to goals and review cycles.
Collect feedback from departing employees for retention and process improvement.
Request and approve business travel, including estimated costs and itinerary.
Initiate the purchase process based on a finalized quote or customer intent.
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