Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Promote webinars, trade shows, or conferences, and automate attendee follow-ups.
Submit receipts for expense reimbursement or record-keeping.
Collect applicant information for open positions; supports screening and recruitment workflows.
Initiate internal promotion, role updates, or department transfers.
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