Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Gather new hire details, assign equipment, and initiate onboarding tasks.
Collect applicant information for open positions; supports screening and recruitment workflows.
Propose new projects or request scope, schedule, or resource changes to active projects.
Automatically send follow-up emails or content based on lead behavior.
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