Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Prepare and submit financial statements and reports for compliance and analysis.
Submit and track PTO, sick leave, or other time-off requests, including approval workflow.
Gather new hire details, assign equipment, and initiate onboarding tasks.
Record increases or decreases in stock due to loss, damage, cycle counts, etc.
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