Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Submit and track employee or departmental expenses for reimbursement or accounting.
Initiate internal tasks or service requests for facilities, maintenance, or production work.
Request payment from customers or initiate payment to vendors.
Request and document the removal or destruction of obsolete, damaged, or expired inventory.
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