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Posted at one week ago
I am looking for someone to help customize free version of Insightly CRM for Real Estate and Taxes & Financial Services. This would include creating activity sets, work-flows, pipelines, email templates. If I cant that, I am also interested in a excel based crm created to use for my officewith similar features. We can discuss th...read more
Apply On This JobPosted at one month ago
We have just purchased Insightly and are trying to roll it out and develop all needed processes to make it most beneficial. We are currently storing data in QuickBooks on prem and are looking to migrate data and begin using insightly ASAP.
Apply On This JobPosted at 2 months ago
We are a dynamos translation agency. Our office staff are based in London but our translators are based all over the world.We currently use a variety of tools to manage client projects, e.g. Trello, Google Drive, Xero, emails, Insightly. We'd like help to make best use of these tools and to build in automation into repeat workfl...read more
Apply On This JobPosted at 4 months ago
I am looking for someone to help customize free version of Insightly CRM for Real Estate and Taxes & Financial Services. This would include creating activity sets, work-flows, pipelines, email templates. If I cant that, I am also interested in a excel based crm created to use for my officewith similar features. We can discuss th...read more
Apply On This JobPosted at 6 months ago
We have just purchased Insightly and are trying to roll it out and develop all needed processes to make it most beneficial. We are currently storing data in QuickBooks on prem and are looking to migrate data and begin using insightly ASAP.
Apply On This JobPosted at 6 months ago
We have just purchased Insightly and are trying to roll it out and develop all needed processes to make it most beneficial. We are currently storing data in QuickBooks on prem and are looking to migrate data and begin using insightly ASAP.
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