Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Allow employees to update personal, banking, or emergency contact details.
Promote webinars, trade shows, or conferences, and automate attendee follow-ups.
Record and evaluate employee performance; can be linked to goals and review cycles.
Collect detailed information from clients to create a formal customer record.
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