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

  • Richard W. 21 days ago

    Excellent work, as always

  • Frank O. 26 days ago

    Excellent job and will be back again

  • Hilal S. 3 days ago

    is absolutely amazing with his work and super patient! Highly recommended, and I'll be doing more business with him. Great job!

  • John L. 21 days ago

    Yet another faultless job carried out by. Amazing people to work with all communications clear and concise and executed timely and precise

  • Daphne D 13 days ago

    My fave!

  • Francis Q. 18 days ago

    Outstanding work, thanks..

  • Mike N. 6 days ago

    Great as usual!

  • Sunny C. 24 days ago

    Excellent - prompt communication, great design skills, happy with the end result. Would highly recommend. Thanks

  • Richard K. 22 days ago

    Fantastic service yet again! Thanks

  • Dorothea F. 16 days ago

    very helpful, patient and delivered the project exactly how I wanted it.

Order details€125

3 days
Contact the seller