Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Collect feedback from departing employees for retention and process improvement.
Manage order returns, process returned goods, and update inventory accordingly.
Monitor spending on ad platforms (Google Ads, Meta, LinkedIn) and compare ROI.
Collect detailed information from clients to create a formal customer record.
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