Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Plan, execute, and track multi-channel marketing campaigns (email, social, paid ads).
Request payment from customers or initiate payment to vendors.
Record and evaluate employee performance; can be linked to goals and review cycles.
Register prospects for sales-related events, webinars, or conferences.
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