Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Prepare and submit financial statements and reports for compliance and analysis.
Propose new projects or request scope, schedule, or resource changes to active projects.
Monitor spending on ad platforms (Google Ads, Meta, LinkedIn) and compare ROI.
Record and evaluate employee performance; can be linked to goals and review cycles.
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