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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David A. 9 days ago
Excellent work. I'm very pleased
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Justin A. 13 days ago
Very prompt, understood the concept immediately and will certainlyy work with him again
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Kashif H. 14 days ago
Great Work again
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S D. 25 days ago
Great work thank you
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Antony E. 7 days ago
Excellent, exactly as requested.
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Francis Q. 28 days ago
Great work again...3 years and still using him. Thanks...
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Richard W. 2 days ago
Fantastic work
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Richard K. 26 days ago
Fantastic service yet again! Thanks
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Omar S. 25 days ago
Working with worker was a pleasure.He did a very good job.
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Aaron O. 9 days ago
Absolutely amazing work, great time and effort put into our project. Continued a good length of time and the support and quality offered was amazing. Highly recommend and any website work I will ever do I will do with Vishal!