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.
Initiate the purchase process based on a finalized quote or customer intent.
Manage order returns, process returned goods, and update inventory accordingly.
Verify and record inbound goods from suppliers.
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