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A CRM for an outsourcing start up

  • Posted:
  • Proposals: 8
  • Remote
  • #3380077
  • Awarded
Jignesh J.Mafrin C.Ashoo S.3techno DigitalSoanes IT + 3 others have already sent a proposal.
  • 5

Description

Experience Level: Intermediate
We are considering using Insightly CRM to set up a fairly straightforward way for us to manage our pipeline introductions and for our customers (accountancy firms) to have 'permissioned' access so that they can see how the clients they have introduced are progressing.
Is this something you may be able to help with?

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