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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Hilal S. 8 days ago
is absolutely amazing with his work and super patient! Highly recommended, and I'll be doing more business with him. Great job!
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Francis Q. 11 days ago
Outstanding work, thanks..
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Mike N. 1 days ago
Great as usual!
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Jesse R. 14 days ago
Great work as usual
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Sunny C. 4 days ago
Excellent - prompt communication, great design skills, happy with the end result. Would highly recommend. Thanks
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Jesse R. 21 days ago
Great work.
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Paul J. 27 days ago
Great
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Chris S. 8 days ago
Very responsive and good work, thank you
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Erwan N. 6 days ago
Very good job and quick service !
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Jonathan C. 22 days ago
Fantastic work as always. With a rapid turn around liter