Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Gather new hire details, assign equipment, and initiate onboarding tasks.
Automatically send follow-up emails or content based on lead behavior.
Collect emails and consent for marketing communication via newsletters and announcements.
Record and evaluate employee performance; can be linked to goals and review cycles.
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