Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Monitor spending on ad platforms (Google Ads, Meta, LinkedIn) and compare ROI.
Record increases or decreases in stock due to loss, damage, cycle counts, etc.
Onboard and approve new vendors with necessary compliance and financial information.
Register prospects for sales-related events, webinars, or conferences.
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