Insightly is a customer relationship management (CRM) platform that helps businesses manage contacts, sales, projects, and tasks. It offers tools for lead tracking, workflow automation, email integration, and reporting to streamline business processes and improve customer interactions.

About Insightly
Insightly was created in 2009 to provide small and medium-sized businesses with an affordable and easy-to-use CRM solution. The platform aimed to help businesses manage customer relationships, sales pipelines, and project workflows more effectively.
Strengths of Insightly include its user-friendly interface, robust project management features, and strong integration capabilities. Weaknesses involve limited customization options and occasional performance issues. Competitors include Salesforce, HubSpot CRM, and Zoho CRM.
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How to hire a Insightly expert
An Insightly expert must have skills in CRM configuration, data management, workflow automation, and report generation. Proficiency in API integration, email marketing tools, and project management functionalities is also essential.

Jonathan S.
Skills
A dedicated professional specializing in Data Analysis, with a diverse background spanning sectors such as healthcare and services. Currently serving as a Supply Analyst and Key User of SAP MM, responsible for managing the integration and application of the Materials Management module with hospital management systems, effectively optimizing processes and enhancing operational efficiency. Beginning a career in inventory management at ArcelorMittal, this individual developed strong material management and inventory control skills. Further experience at SEBRAE involved implementing performance indicators for training programs, while tenure at Chevrolet honed sales techniques and client relationship skills. At Kora Saúde, transitioned from Administrative Assistant to Supply Analyst, leveraging Business Intelligence (BI) tools to automate tasks and establish interactive dashboards for monitoring resource consumption across hospital networks. The implementation of a data warehouse and ETL processes transformed decision-making, enabling real-time insights that significantly improved processes. Committed to continuous skill enhancement, the focus remains on driving efficiency and innovation in supply management and data analysis.
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$ 224K
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$ 127K
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$ 97K
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