Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Manage order returns, process returned goods, and update inventory accordingly.
Monitor spending on ad platforms (Google Ads, Meta, LinkedIn) and compare ROI.
Collect feedback from departing employees for retention and process improvement.
Propose new projects or request scope, schedule, or resource changes to active projects.
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