I will set up your CRM in Insightly

set up your CRM in Insightly
set up your CRM in Insightly

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  $50 $100 $250




Description CRM Setup CRM Basic Plus CRM System Choice
  Design and configure a custom CRM system using Insightly.com. Maximum 5 hours. CRM setup plus custom emails, fields, and 2 hours of training. Add in custom workflows, projects and 2 hours data import.
The number of tweaks the seller includes.
1 2 2
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About This Gig

A CRM is essential in managing and communicating with your existing and future customers. It will manage and analyze your customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and driving sales growth.  It can manage not only your sales pipeline, but take your sales through the implementation process using custom workflows and project task tracking.

I have experience setting up small businesses using Insightly.  We'll have a session to talk about your business and how you can use a CRM to your benefit.  I own my own business and understand what it means to keep things organized.

Frequently Asked Questions

  • Can you set up custom data fields?
    Yes, based upon the package you purchase, the tool has the ability to track custom information that is unique to your business.
  • Can I send targeted emails?
    Yes - I can help you set up custom messages that will send to your targeted clients.
  • Does this gig include all startup costs?
    No - You are responsible for purchasing and maintaining accounts with Insightly and any custom integrations. This gig covers labor only.