Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
General inquiries or messages from prospects; starts the sales conversation.
Initiate internal tasks or service requests for facilities, maintenance, or production work.
Propose new projects or request scope, schedule, or resource changes to active projects.
Capture potential customer information for sales follow-up and nurturing.
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