Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Propose new projects or request scope, schedule, or resource changes to active projects.
Request approval to purchase goods or services before creating a purchase order.
Monitor spending on ad platforms (Google Ads, Meta, LinkedIn) and compare ROI.
Automatically send follow-up emails or content based on lead behavior.
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