Browse categories
Explore
Fiverr Pro
English
$
USD
I will customize, configure and automate your insightly CRM
About this Gig
*** Drop me a message before placing order***
Insightly CRM is a SaaS-based CRM solution targeted at growing mid-sized businesses. More than 1.5 million users worldwide use Insightly to securely manage all their customer data in one place, build customer relationships, and accelerate sales.
I have been working on Insightly CRM for 7 years for small businesses to large businesses. I have configured almost 100 plus Insightly CRM for other clients. I provide the following services listed below.
What I offer:
- Fields and layout customization
- Data migration from Other CRM
- Email Integration
- Calendar Integration
- Email template design
- Deal Pipeline setup
- Email campaign set up
- Workflow automation
- Task automation
- Follow up automation
- Website form integration
- Landing page form integration
- Zapier Integration with third-party tools
- Insightly CRM Management
- Facebook Lead Form Integration
Are you looking for an Insightly CRM expert to get your project done? Yes, I am here to assist you in setting up Insightly CRM. Feel free to contact me for a Free Consultation Today!
Gig notes: Insightly CRM | Insightly CRM Expert | Insighlty | Insightly Expert | Insightly Developer | Insightly Automation
Software:
Insightly
My Portfolio
FAQ
Is Insightly any good?
Overall, what Insightly CRM does, it does very well, with a few caveats—notably, that it doesn't have the breadth of custom reports and dashboards that you'd find in packages like Salesforce Sales Cloud Professional and Zoho CRM.
Why do companies use CRM systems?
A CRM system helps businesses keep customer contact details up to date, track every customer interaction, and manage customer accounts. It is designed to help businesses improve customer relationships and also Customer Lifetime Value
Is there a free version of Insightly?
Insightly is different. Our free CRM offers a ton of features – without the hefty price tag. Manage your contacts, leads, opportunities, proposals, and much more from any web-enabled device. ... Manage projects and tasks.
What you need to get started?
I need to discuss about your requirement and recommend you a plan to purchase and get started. Then I will be needed insightly crm login credentials.
Do you provide ongoing consultation and CRM Management?
Yes, I do.
Can I integrate VOIP App with Insightly CRM?
Yes, there are few voip provider that we can integrate with Insightly.
Can we setup helpdesk by Insightly?
Yes, Insightly offers service hub functionality where we can set up helpdesk for customers.
Can you provide training for sales team?
Yes, I can train up your sales team via screenshare but it's paidable.
Can you integrate website form with Insightly?
Yes, we can integrate website form with Insightly CRM by Zapier or webhook.
Reviews
2 reviews for this Gig
| (2) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
A 
angelrobles2000
Mexico
I’d like to recommend Sadi for the outstanding work they’ve been doing. Their attention to detail, clear communication, and proactive problem-solving have been invaluable to our team’s success. Thank you, Sadi, for your dedication and exceptional contributions!
$400-$600
Price
4 weeks
Duration
Helpful?I infinanzas
United States
i had an excellent experience working with Sadi Their professionalism and attention to detail were outstanding. They delivered high-quality work on time, communicated clearly throughout the project, and exceeded my expectations in every way. I highly recommend their services to anyone looking for any job
Up to $50
Price
1 day
Duration
Helpful?
Reviews
2 reviews for this Gig
| (2) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
A angelrobles2000
Mexico
I’d like to recommend Sadi for the outstanding work they’ve been doing. Their attention to detail, clear communication, and proactive problem-solving have been invaluable to our team’s success. Thank you, Sadi, for your dedication and exceptional contributions!
$400-$600
Price
4 weeks
Duration
Helpful?I infinanzas
United States
i had an excellent experience working with Sadi Their professionalism and attention to detail were outstanding. They delivered high-quality work on time, communicated clearly throughout the project, and exceeded my expectations in every way. I highly recommend their services to anyone looking for any job
Up to $50
Price
1 day
Duration
Helpful?
