You will get Insightly CRM Customization Expert & Workflow Automation Expert
Top Rated
Project details
Insightly CRM is a SaaS-based CRM solution targeted at growing mid-sized businesses. More than 1.5 million users worldwide use Insightly to securely manage all their customer data in one place, build customer relationships, accelerate sales, and deliver projects on time every time.
Data organized and presented by a CRM platform leads to a better understanding of customers. This leads to better messaging and outreach, much of which can be done with automation, which helps you offer better, more efficient customer service. I can help to configure Insightly CRM as per your requirements.
What I offer:
✔ Customize CRM layout & fields
✔ Data migration from Other CRM
✔ Email Integration
✔ Calendar Integration
✔ Email template design
✔ Emal campaign set up
✔ Workflow automation
✔ Task automation
✔ Follow up automation
✔ Website form integration
✔ Landing page form integration
✔ Zapier Integration with third-party tools
✔ CRM Management
✔ Facebook Lead Form Integration
Are you looking for an Insightly CRM expert to get your project done? Yes, I am here to assist you to set up Insightly CRM for a growing company. Feel free to contact me for a Free Consultation Today!
Data organized and presented by a CRM platform leads to a better understanding of customers. This leads to better messaging and outreach, much of which can be done with automation, which helps you offer better, more efficient customer service. I can help to configure Insightly CRM as per your requirements.
What I offer:
✔ Customize CRM layout & fields
✔ Data migration from Other CRM
✔ Email Integration
✔ Calendar Integration
✔ Email template design
✔ Emal campaign set up
✔ Workflow automation
✔ Task automation
✔ Follow up automation
✔ Website form integration
✔ Landing page form integration
✔ Zapier Integration with third-party tools
✔ CRM Management
✔ Facebook Lead Form Integration
Are you looking for an Insightly CRM expert to get your project done? Yes, I am here to assist you to set up Insightly CRM for a growing company. Feel free to contact me for a Free Consultation Today!
Support & IT Services
Cloud Services, CRM Customization & Development, Data Recovery, Helpdesk & Technical Support, ConsultationDevice
Desktop/LaptopCloud Platforms
Alibaba Cloud, Amazon Web Services, IaaS, Dell Technologies Cloud, Google Cloud Platform, IBM Cloud, Microsoft Azure, Oracle, SaaS, Salesforce, SAPWhat's included
| Service Tiers |
Starter
$100
|
Standard
$350
|
Advanced
$500
|
|---|---|---|---|
| Delivery Time | 3 days | 7 days | 10 days |
Number of Revisions | 1 | 2 | Unlimited |
Remote Connection Support | |||
Documentation |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$10 - $50Frequently asked questions
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About Sadi
Zoho CRM Developer | HubSpot CRM | PipeDrive CRM |AI Automation Expert
93%
Job Success
Dhaka, Bangladesh - 2:52 pm local time
Hi, I'm Sadi Rahman, a Senior Zoho CRM Consultant and Automation Specialist with 9+ years of experience delivering CRM implementations, workflow automation, and system integrations for startups, SMEs, and enterprise businesses worldwide.
I help organizations optimize their sales, marketing, and customer service operations by designing scalable CRM solutions that increase productivity, improve customer engagement, and eliminate manual work.
Core Expertise:
Zoho: Zoho CRM, Zoho One, Zoho Books, Zoho Inventory, Zoho Campaigns, Zoho Forms, Zoho Sign, Zoho SalesIQ, Deluge Scripting and Zoho creator.
HubSpot: CRM, Sales Hub, Marketing Hub, Workflow Automation, Email Sequences, AI Automation, AI Call Agent
GoHighLevel: CRM Setup, Pipelines, Funnels, Websites, Forms, Calendars, Workflow Automation, AI Call Agent
Pipedrive: CRM Configuration, Workflow Automation, Data Management, Process Optimization, AI Implementation
Services I Provide
✔ CRM Implementation & Customization
✔ Business Process & Workflow Automation
✔ API Development & Third-Party Integrations
✔ Data Migration & CRM Migration
✔ Custom Fields, Modules & Reports
✔ Sales Pipeline & Lead Management
✔ Marketing Automation & Email Campaigns
✔ Zapier & Make (Integromat) Automation
✔ Telephony, SMS & WhatsApp Integration
✔ Payment Gateway & Accounting Integrations
✔ Web Forms & Lead Capture Automation
✔ Ongoing CRM Support, Optimization & Training
✔ Claude AI Automation
✔ N8N AI Automation
✔ Open AI API Integration
Integration Expertise
✔ Zapier & Make (Integromat)
✔ QuickBooks, Xero, FreshBooks
✔ DocuSign & Zoho Sign
✔ Mailchimp, ActiveCampaign, MailerLite, SendGrid, Kajabi
✔ Calendly, Zoom, Google Workspace, Microsoft 365
✔ Facebook Lead Ads, Google Services
✔ Trello, Asana, Monday
✔ REST APIs, Webhooks, OAuth & Custom API Integrations
I believe every business has unique processes, which is why I build tailored CRM solutions instead of one-size-fits-all implementations. My goal is to deliver systems that are reliable, scalable, and easy for your team to use.
I am committed to delivering high-quality work, maintaining transparent communication, meeting deadlines, and building long-term client relationships.
Let's discuss your business requirements. I offer a free consultation by chat to help identify the best CRM strategy for your organization before the project begins.
Steps for completing your project
After purchasing the project, send requirements so Sadi can start the project.
Delivery time starts when Sadi receives requirements from you.
Sadi works on your project following the steps below.
Revisions may occur after the delivery date.
Schedule A Meeting
To discuss the project in detail, we need to make a meeting and discuss in detail the sales process and marketing process before configuring the Insightly CRM system.