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.
Ensure daily tasks are completed consistently in areas like safety, production, or logistics.
Request and approve budgets for projects, departments, or initiatives.
Initiate the purchase process based on a finalized quote or customer intent.
Record formal warnings or corrective actions taken against employees.
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