Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Request and approve budgets for projects, departments, or initiatives.
Initiate the purchase process based on a finalized quote or customer intent.
Initiate internal tasks or service requests for facilities, maintenance, or production work.
Conduct inspections during receiving, production, or packaging to ensure standards are met.
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