3 days
CRM Customization and Workflow Automation
About this ad
Insightly CRM is a powerful SaaS-based solution trusted by over 1.5 million users worldwide. It helps growing mid-sized businesses securely manage customer data, build relationships, accelerate sales, and deliver projects on time, every time.Why Choose Insightly CRM?
Centralized customer data management for better insights and customer understanding.
Enhanced messaging and outreach through automation for efficient customer service.
My Services Include:
Customizing CRM layout and fields to suit your business requirements.
Seamless data migration from other CRM platforms.
Integration with email and calendar systems.
Designing email templates and setting up campaigns.
Implementing workflow automation for task and follow-up management.
Integrating website forms and landing pages.
Utilizing Zapier for seamless integration with third-party tools.
Comprehensive CRM management and support.
Facebook Lead Form integration for streamlined lead management.
Looking for an Insightly CRM expert to optimize your business operations? Contact me today for a free consultation and discover how Insightly CRM can propel your company forward.
About the seller
Reviews on the ad
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Amit C. 4 days ago
Excellent workby
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Paul A. 15 days ago
Great work once again
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Mike N. 8 days ago
Excellent work
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Paul A. 26 days ago
Once again completed to wik with speed and courtesy, I reccomend 100%!
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David A. 12 days ago
Excellent work. I'm very pleased
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Justin A. 20 days ago
Very prompt, understood the concept immediately and will certainlyy work with him again
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Steve P. 10 days ago
responsive, communicative, - will use again
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Jesse R. 2 days ago
Great work as usual
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Sunny C. 22 days ago
Excellent - prompt communication, great design skills, happy with the end result. Would highly recommend. Thanks
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Chris S. 17 days ago
Very responsive and good work, thank you