Phoenix - Your AI AssistantCRM Customization and Workflow Automation
Delivery in
3 days
Rating
100%
(1 review)
(1 review)
- Views 163
- Sales 1
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What you get with this Offer
Insightly CRM is a powerful SaaS-based solution trusted by over 1.5 million users worldwide. It helps growing mid-sized businesses securely manage customer data, build relationships, accelerate sales, and deliver projects on time, every time.
Why Choose Insightly CRM?
Centralized customer data management for better insights and customer understanding.
Enhanced messaging and outreach through automation for efficient customer service.
My Services Include:
Customizing CRM layout and fields to suit your business requirements.
Seamless data migration from other CRM platforms.
Integration with email and calendar systems.
Designing email templates and setting up campaigns.
Implementing workflow automation for task and follow-up management.
Integrating website forms and landing pages.
Utilizing Zapier for seamless integration with third-party tools.
Comprehensive CRM management and support.
Facebook Lead Form integration for streamlined lead management.
Looking for an Insightly CRM expert to optimize your business operations? Contact me today for a free consultation and discover how Insightly CRM can propel your company forward.
Why Choose Insightly CRM?
Centralized customer data management for better insights and customer understanding.
Enhanced messaging and outreach through automation for efficient customer service.
My Services Include:
Customizing CRM layout and fields to suit your business requirements.
Seamless data migration from other CRM platforms.
Integration with email and calendar systems.
Designing email templates and setting up campaigns.
Implementing workflow automation for task and follow-up management.
Integrating website forms and landing pages.
Utilizing Zapier for seamless integration with third-party tools.
Comprehensive CRM management and support.
Facebook Lead Form integration for streamlined lead management.
Looking for an Insightly CRM expert to optimize your business operations? Contact me today for a free consultation and discover how Insightly CRM can propel your company forward.
What the Freelancer needs to start the work
To start CRM customization and workflow automation, please provide your business requirements, current CRM system details, and specific workflows you need automated. Access credentials and any preferred tools or integrations will also be necessary.
