EM
Eddy M.
Jul 29, 2024
You will get Freshsales CRM Customization Expert and workflow automation Expert
Great work!
You will get Insightly CRM Customization Expert & Workflow Automation Expert
You will get Insightly CRM Customization Expert & Workflow Automation Expert
Silver Package
Data upload and field customization
- Delivery Time 3 days
- Number of Revisions 1
- Remote Connection Support
- Documentation
3 days
delivery —
Sep 14, 2024
Revisions may occur after this date.
Upwork Payment Protection
Fund the project upfront. Sadi gets paid once you are satisfied with the work.
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
$250
|
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
280 reviews
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This project doesn't have any reviews.
AV
Anurag V.
Jul 25, 2024
Fix Facebook Lead Form Trigger to Zapier
Sadi helped us resolve a major Zapier issue for Marketing ops
GP
Gurjant Singh P.
Jul 17, 2024
Zapier.com Expert Needed to Connect Typeform with API
He is good guy and helped me to fix my automation., we worked together and tried to get everything done. Thanks
SD
Sean D.
Jun 27, 2024
You will get Zoho CRM Developer | Zoho CRM Customization Expert | Zoho One Developer
MS
Michael S.
Jun 26, 2024
Zoho Developer Needed Urgent
Sadi has been a fantastic collaborator on our recent Zoho project. The communication was top-notch, with regular updates and quick responses to any questions I had. Sadi brought a high level of expertise to the project, delivering solutions that were both innovative and highly effective. The project was finished ahead of the deadline, which was incredibly helpful for our planning and implementation. Sadi 's attention to detail and commitment to quality were evident in the final product. Working with Sadi was a pleasure, and I highly recommend their services. Thank you for a job well done!
About Sadi
Certified Zoho CRM Developer | HubSpot CRM | Pipedrive CRM Expert
82%
Job Success
Dhaka, Bangladesh - 1:07 am local time
I'm Sadi Rahman, a professional CRM Developer. I have been working in CRM software for around 5 years. I provide a wide range of services to small, mid & large business owners. The primary focus is to provide quality work and exceed customer expectations. I am willing to provide you with a free business consultation. I am strongly experienced on Zoho CRM, HubSpot CRM, GohighLevel CRM, Pipedrive CRM and Insightly CRM.
My skills and services are listed below:
Zoho CRM Services:
✔ Zoho CRM
✔ Zoho One
✔ Zoho Books
✔ Zoho Inventory
✔ Zoho Campaign
✔ Zoho Sign
✔ Zoho Form
✔ Zoho SalesIQ
✔ Deluge Script
✔ Data Migration from other CRM
✔ Marketing Workflow Automation
✔ Integration with Third-Party Tools
✔ API Integration & Deluge Script
✔ Telephony System integration
✔ SMS features and integration
HubSpot Services:
✔ HubSpot CRM
✔ Workflow Automation
✔ Integration With Third-Party Tools
✔ HubSpot Sale Hub Configuration
✔ HubSpot Marketing Hub Configuration
✔ Email Sequence
✔ Data Migration from other CRM
✔ Telephony System integration
✔ SMS features and integration
Insightly CRM Services:
✔ CRM Configuration
✔ Workflow Automation
✔ Integration With Third-Party Tools
✔ Docusign Integration
✔ Email Marketing Set up
✔ Fields Configuration
✔ Data Migration from other CRM
✔ Telephony System integration
✔ SMS features and integration
Pipedrive CRM Services:
✔ Pipedrive CRM Configuration
✔ Email Integration
✔ Integration With Third-Party Tools
✔ DocuSign Integration
✔ Xero or Quick Book Integration
✔ Web Form Integration
✔ Workflow Automation (Lead, Deal)
✔ Data Migration from other CRM
✔ Telephony System integration
✔ SMS features and integration
Integration Services:
✔ Zapier Integration
✔ Integromat Integration
✔ Facebook Lead Form Integration
✔ Web Form Integration
✔ Xero, Quick Books, Freshsale etc
✔ Mailchimp, Active Campaign, Kajabi, Sendgrid, Mailerlite
✔ Clickfunnel, Calendly, Zoom, Google Calendar, Office 365 Calendar Integration
✔ Asana, Monday, Trello, Dupsadu Integration
✔ Telephony System integration
✔ SMS features and integration
I can guarantee satisfaction 100% of the time. I am always willing to go above and beyond to ensure long-lasting business relationships. Please feel free to contact me at any time.
Tag: Zoho CRM | Zoho Books | Zoho One | Zoho Form | Zoho Sign | Zoho Mail | Zoho Social | Zoho Bigin | Zoho Projects | Zoho Inventory | Zoho Subscription | Zoho CRM Developer | Zoho CRM Expert | Zoho Creator | Zoho Sites | Zoho Writer | Deluge Script | Java Script | Pipedrive CRM | Pipedirve Expert | Pipedrive Automation | Pipedrive CRM Expert | HubSpot CRM | HubSpot Developer | HubSpot Marketing | HubSpot Sales Hub | Insightly CRM | Freshsales CRM | GohighLevel Expert | Integration | Workflow automation
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.