Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Propose new projects or request scope, schedule, or resource changes to active projects.
Collect detailed information from clients to create a formal customer record.
Register prospects for sales-related events, webinars, or conferences.
Initiate internal tasks or service requests for facilities, maintenance, or production work.
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