You will get Insightly CRM Automation & Customization & Insightly Service
Top Rated
Top Rated
Project details
You may take a look at a previous project I did in my portfolio
With our Insightly CRM Automation & Customization Services, you’ll receive a tailored CRM solution to optimize your business processes. We begin with an in-depth consultation to understand your needs and challenges, followed by a detailed documentation of our recommendations. Based on this, we will customize your CRM, adding custom fields, pipelines, and stages that align with your unique workflows. We’ll automate repetitive tasks like lead assignment, follow-up emails, and task creation to improve efficiency. Additionally, we’ll integrate Insightly with your existing tools, create custom dashboards, and set up automated reports to track performance. Our service ensures your CRM is scalable, and we provide ongoing support and training to help your team fully leverage the system. With this service, you’ll streamline operations, improve collaboration, and boost sales efficiency, all while keeping your system adaptable as your business grows.
With our Insightly CRM Automation & Customization Services, you’ll receive a tailored CRM solution to optimize your business processes. We begin with an in-depth consultation to understand your needs and challenges, followed by a detailed documentation of our recommendations. Based on this, we will customize your CRM, adding custom fields, pipelines, and stages that align with your unique workflows. We’ll automate repetitive tasks like lead assignment, follow-up emails, and task creation to improve efficiency. Additionally, we’ll integrate Insightly with your existing tools, create custom dashboards, and set up automated reports to track performance. Our service ensures your CRM is scalable, and we provide ongoing support and training to help your team fully leverage the system. With this service, you’ll streamline operations, improve collaboration, and boost sales efficiency, all while keeping your system adaptable as your business grows.
Programming Languages
JavaScript, Java, C#Coding Expertise
Performance OptimizationWhat's included
| Service Tiers |
Starter
$100
|
Standard
$240
|
Advanced
$450
|
|---|---|---|---|
| Delivery Time | 2 days | 3 days | 5 days |
Number of Revisions | 2 | 2 | 3 |
Design Customization | - | ||
Content Upload | - | - | - |
Responsive Design | - | - | - |
Source Code | - | - |
Optional add-ons
You can add these on the next page.
Additional Revision
+$35
6 reviews
(5)
(1)
(0)
(0)
(0)
This project doesn't have any reviews.
GW
Gordon W.
Jan 16, 2026
Automation - ERPNext - n8n - Open Source App - WordPress
Thank you, Shelbert!
AM
Ayaz M.
Sep 28, 2025
You will get Install Asterisk & FreePBX VOIP & SIP Trunking on VPS/Local Server
Exceptional engineer. It was absolute pleasure working with shelbert. He is a problem solver.
MG
Mark G.
Jun 23, 2025
Web site work and optimization
Shelbert is exceptionally fast and possesses an outstanding ability to grasp project requirements. He doesn't just fulfill requests; he consistently enhances my ideas, demonstrating a brilliant understanding of all things tech. He'll be my top choice for any future projects.
VS
Vincent S.
Feb 20, 2025
Woocommerce Shop Display
NH
Nauman H.
Feb 6, 2025
Operating Systems
About Shelbert
Zoho & Hubspot CRM Specialist Developer
100%
Job Success
Portmore, Jamaica - 2:46 pm local time
**The Zoho One Ecosystem**
I work across the full Zoho One suite: Zoho CRM (custom modules, Blueprints, Deluge scripting, APIs), Zoho Books, Zoho Desk, Zoho Creator, Zoho Forms, Zoho Expense, Zoho Analytics, Zoho Inventory, Zoho Subscriptions, and RouteIQ for field service dispatch optimization.
Real project examples from this stack include a fully automated lead capture and booking pipeline (Zoho Forms → Zoho CRM → Google Calendar) that eliminated manual follow-up and automated 150+ appointment bookings per month, and a Zoho Deluge-powered commission and payout automation that generates personalized PDF reports for each technician on a scheduled cadence replacing hours of manual spreadsheet work per pay cycle.
**HubSpot CRM & Automation**
HubSpot-certified across Sales Hub and Service Hub. Including:
Sales Hub custom objects, properties, pipelines, lead scoring, advanced routing, and lifecycle automation.
On the Service Hub side: helpdesk ticketing triage, SLA setup and enforcement, automation workflows, Customer Feedback setup, Knowledge Base deployment, and Customer Portal configuration. I build tailored Sales Rep and Customer Success Portals for specific account managers, alongside custom KPI dashboards, customer Health Score tracking, and comprehensive Service Analytics reporting. For data work: HubSpot ↔ Zoho migrations, data deduplication, and deep API integrations with QuickBooks, ERPs, and e-commerce platforms.
**GoHighLevel (GHL)**
I build and deploy complete GoHighLevel systems for agencies and service businesses , white-labeled sub-accounts, snapshot deployments, full funnel builds, pipeline automation, appointment booking workflows, SMS/email campaigns, and reputation management.
A real example: a speed-to-lead automation that triggers the moment a lead submits a form, automatically initiating an outbound call to the assigned sales rep and connecting them in real time , within seconds of form submission, with automatic rollover to the next available rep if unanswered. SLA compliance, maintained automatically, on every lead.
**VoIP, PBX & AI Receptionist Automation**
I design and deploy AI-powered phone systems that handle inbound calls, qualify leads, book appointments, and route callers — without a human ever picking up. Using platforms like Retell AI, Vapi, and Synthflow, I build conversational AI receptionists that sound natural, follow your business logic, and work around the clock.
On the infrastructure side, I configure VoIP and PBX systems with Twilio SIP trunking to connect your AI receptionist to a real business phone number — handling call routing, forwarding, voicemail fallback, and IVR flows. Every interaction is tied directly into your CRM: new callers become leads in Zoho CRM, HubSpot, or GoHighLevel; appointments booked by the AI land on your calendar; and call outcomes are logged automatically against the contact record. The result is a fully staffed front desk that never sleeps, never misses a call, and never forgets to follow up.
**Custom Automation & Integration**
I build robust automations with error handling, logging, and scalability in mind — not fragile zaps that break when your data changes. Platforms include n8n, Make (Integromat), Power Automate, Zapier, GoHighLevel Workflows, Zoho Automation, and Google Apps Script. For custom code: Node.js, Express, Python, REST API development, webhook integration, Zoho Deluge, PHP, Bash, and PM2. Cloud and infrastructure work spans Google Cloud Platform (Compute Engine), AWS, Azure, DigitalOcean, and Linux server management (Debian, CentOS). Authentication and middleware covers OAuth 2.0, Bearer tokens, API keys, webhook architecture, error handling, and audit logging. ERP and finance API experience includes ERPNext/Frappe, QuickBooks, Zoho Books, and Zoho Expense to ERP sync. Fulfillment and ops integrations include ThriveCart, Lulu Print API, Slack webhook integrations, Looker Studio, and shipping notification systems.
**Industries I've Worked In**
Field service & appliance repair · Solar & renewable energy · E-commerce & WooCommerce · Print-on-demand & digital products · Fundraising platforms · SaaS · B2B agencies & service providers
Steps for completing your project
After purchasing the project, send requirements so Shelbert can start the project.
Delivery time starts when Shelbert receives requirements from you.
Shelbert works on your project following the steps below.
Revisions may occur after the delivery date.
Initial Business Analysis
Consultation: Begin with a detailed discussion to understand your business goals, workflows, and challenges in managing customer relationships and sales pipelines.
Identify Bottlenecks
Pinpoint inefficiencies or repetitive tasks that can be automated using Insightly CRM.