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