Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Collect feedback from departing employees for retention and process improvement.
Request and document the removal or destruction of obsolete, damaged, or expired inventory.
Automatically send follow-up emails or content based on lead behavior.
Allow users to request product demos or free trials, signaling strong buying intent.
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