Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Submit business-related expenses for approval and reimbursement.
Monitor spending on ad platforms (Google Ads, Meta, LinkedIn) and compare ROI.
Onboard and approve new vendors with necessary compliance and financial information.
Submit receipts for expense reimbursement or record-keeping.
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