Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Onboard and approve new vendors with necessary compliance and financial information.
Gather new hire details, assign equipment, and initiate onboarding tasks.
Capture potential customer information for sales follow-up and nurturing.
Manage order returns, process returned goods, and update inventory accordingly.
Stop waiting months. Get your AI-native business platform running before your coffee gets cold.