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.
Submit and track employee or departmental expenses for reimbursement or accounting.
Submit and track PTO, sick leave, or other time-off requests, including approval workflow.
Request and approve budgets for projects, departments, or initiatives.
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