Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Request payment from customers or initiate payment to vendors.
Initiate the purchase process based on a finalized quote or customer intent.
Test different subject lines, layouts, or call-to-actions to optimize marketing effectiveness.
Submit and track employee or departmental expenses for reimbursement or accounting.
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