Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Track the allocation and return of tools, devices, or shared equipment.
Request payment from customers or initiate payment to vendors.
Promote webinars, trade shows, or conferences, and automate attendee follow-ups.
Collect detailed information from clients to create a formal customer record.
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