Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Plan, execute, and track multi-channel marketing campaigns (email, social, paid ads).
Allow prospects to formally request pricing or proposals for services/products.
Submit receipts for expense reimbursement or record-keeping.
Submit and track PTO, sick leave, or other time-off requests, including approval workflow.
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