Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Ensure daily tasks are completed consistently in areas like safety, production, or logistics.
Request approval to purchase goods or services before creating a purchase order.
Gather new hire details, assign equipment, and initiate onboarding tasks.
Define reorder points and prevent overstocking or stockouts.
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