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

  • Steve P. 15 days ago

    responsive, communicative, - will use again

  • Erwan N. 13 days ago

    Another perfect job :-)

  • Francis Q. 5 days ago

    Great work again...3 years and still using him. Thanks...

  • Kieran C. 22 days ago

    Ok at design but said that he would do a wholesale site for. He didn't really know anything about setting up a wholsale site. Very disappointed.

  • Jesse R. 20 days ago

    Great work.

  • Nuha W. 16 days ago

    Perfect work. Patient with the Costomer. Professional

  • Dorothea F. 4 days ago

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

  • Jonathan C. 9 days ago

    Fantastic work as always. With a rapid turn around liter

  • Aaron O. 6 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!

  • Laurent J. 8 days ago

    excellent work

Order details€125

3 days
Contact the seller