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
-
Richard W. 9 days ago
Excellent work, as always
-
Hilal S. 19 days ago
is absolutely amazing with his work and super patient! Highly recommended, and I'll be doing more business with him. Great job!
-
Paul A. 8 days ago
Once again completed to wik with speed and courtesy, I reccomend 100%!
-
Donna D. 15 days ago
Fantastic work, followed my brief to the letter and the site looks amazing. Highly recommend.
-
Martin H. 17 days ago
Quick, flexible and accurate. Good job
-
Jesse R. 14 days ago
Great work.
-
Richard K. 20 days ago
Fantastic service yet again! Thanks
-
Conner S. 25 days ago
great work recommend always available to assist will continue to work close with
-
Erwan N. 8 days ago
Very good job and quick service !
-
Aaron O. 28 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!