Customize Your Insightly CRM

About:

I specialize in working with professionals to streamline their business to dramatically increase productivity, profitability and the quality of life.

I will do the following to evaluate your current Insightly CRM usage.  

• Review the current settings
• Determine how the basic features are being used
• Suggest what other features can be used to increase productivity and profitability
  
  
• Focus is on workflow processes and workflow automation
• Reviewing reporting requirements 
• Insightly also has the ability to connect with other apps automatically, such as Mailchimp, Slack & Quickbooks.  With a program such as Zapier, Insightly can connect with many other programs automatically

It all starts with a conversation.

Don't hesitate to message me for additional information.  If you would like to order, please message me first to finalize your order and pricing.

Reviews

Seller's Response:

Doug was super helpful in quickly setting up my changes in my Insightly database. He was also kind enough to review and make changes for me on the fly. Had fantastic suggestions based on his experience working with other programs and provided written documentation afterwards that were very much appreciated!!! Thank you Doug!!!

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Doug is the Man, don't use anyone else for Insightly!!! Un maestro en Insightly!

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Awesome working with Doug! He knows his business and can figure out anything!

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Great gig, very experienced and professional seller, I would definitely use his services again in the future and recommend him.

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Doug communicated excellently and always answered questions very quickly. Great job and really happy with the work!