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 Specialist | HubSpot | Pipedrive | AI Automation Expert
100%
Job Success
Dhaka, Bangladesh - 11:25 am local time
Need a CRM that actually works for your business—not just a CRM that stores data?
I help businesses build, automate, and integrate CRM systems that reduce manual work, improve lead management, and keep sales teams focused on closing deals.
With 9+ years of CRM experience, I specialize in Zoho CRM, HubSpot, CRM automation, API integrations, and business process automation.
Here’s what I can help you with:
✅ CRM Setup & Customization
* Zoho CRM & HubSpot setup
* Modules, fields, layouts & custom functions
* Sales pipelines and lead management
* User roles, permissions & automation
⚡ CRM Automation
* Workflow automation
* Lead assignment & routing
* Automated follow-ups
* Email/SMS notifications
* Deal & sales process automation
* Custom business logic
🔗 API & System Integrations
* REST API integrations
* Zoho ↔ HubSpot
* CRM ↔ QuickBooks
* CRM ↔ Google services
* Meta/Facebook & Google Ads integrations
* Custom third-party API integrations
🤖 AI & Advanced Automation
* AI-powered CRM workflows
* Lead qualification automation
* AI-assisted data processing
* n8n / Zapier / Workato automation
* Automated lead-to-customer workflows
📊 CRM Platforms I Work With
* Zoho CRM
* HubSpot
* Pipedrive
* GoHighLevel
* Insightly
My goal is simple: understand your business process first, then build a CRM system that saves time, reduces errors, and scales with your business.
If you already have a CRM that feels complicated, disconnected, or too manual, send me your current workflow and I’ll help you identify what can be automated.
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.