I will setup Insightly CRM for your business

setup Insightly CRM for your business

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  $25 $50 $100




Description Import Contacts & Customize Fields Full Import & Custom Fields Sales Process Setup
  * Import Contacts * Import Organizations * Create Custom Fields for Organizations & Contacts Basic +: * Import Organizations, Opportunities, Leads & Projects * Create custom fiels * Full Import * Custom Fields * 2 Sales Pipelines * Activity Sets for Pipelines *
The number of tweaks the seller includes.
1 1 1
Delivery time 10 days 10 days

About This Gig

Once your team grows beyond a very small number, it's critical to have a CRM in place to stay organized, follow up with clients at the right time, and understand your sales pipeline. 

Insightly is a fantastic, easy-to-use CRM system that anyone or any team can get started using in minutes.

I will help you setup Insightly CRM for your business, whether you are migrating from another system or just setting up a customer relationship management system for the first time.

Frequently Asked Questions

  • Can you help setting up other CRM systems as well?
    Yes. Usually I work with customers in setting up Insightly or Zoho, and I have worked with Salesforce.com for a number of years, and more recently with Zendesk (in my day job I'm a Zendesk admin, among many other things...). Message me if you are interested in setting up a different CRM.