Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Issue billing documents to customers for goods or services provided.
Record increases or decreases in stock due to loss, damage, cycle counts, etc.
Gather new hire details, assign equipment, and initiate onboarding tasks.
Log working hours, track attendance, and sync with payroll or billing.
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