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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Paul L. 11 days ago
Great job
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DPC Consultants Ltd 27 days ago
Brilliant work again. Thank you!
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John L. 14 days ago
Yet another faultless job carried out by. Amazing people to work with all communications clear and concise and executed timely and precise
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Daphne D 4 days ago
My fave!
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Mike N. 27 days ago
Great as usual!
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Steve P. 5 days ago
responsive, communicative, - will use again
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Donna D. 23 days ago
Fantastic work, followed my brief to the letter and the site looks amazing. Highly recommend.
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Qasim M. 20 days ago
Very responsive and a great work
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Kristian P. 22 days ago
As usual, excellent. Thanks
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Iain M. 24 days ago
Awesome