CRM Implementation and Technology Consulting for Small Businesses
Insightly Consulting
Got an Insightly account but feel like you’re only scratching the surface?
Or maybe you started a trial, but now you're wondering, “How exactly does this thing make my life easier?” Are you staring at your Insightly setup screen thinking, "I am NOT a tech person—what have I done?"
Relax, we’ve got your back!
INSIGHTLY ALLOWS USERS TO:
Manage leads in one simple system and one convenient location (no more searching your office for that "certain" yellow sticky note with the phone number)
Know you're on task every time with every project and every client
Standardize processes to confidently manage your customers with increased professionalism, customer satisfaction, and customer retention (that means more sales!)
Customize reports for enhanced business knowledge and improvement
As a business owner or sales pro, you’ve got a lot on your plate. You’re trying to keep tabs on every customer, follow up on tasks before they become overdue, and serve up stellar professionalism like it's nobody's business (well, except your business).
You want to focus on the bigger picture and work smarter, not harder. But without the right system, things start slipping through the cracks—deadlines get missed, tasks get forgotten, and unhappy customers might as well start lining up.
Enter Amy Payne, who’s been wrangling Insightly since 2017.
She’s helped over 25 businesses—big and small—customize, streamline, and master their Insightly workflows. Oh, and she’s the go-to person if you're not a tech whiz. Amy specializes in breaking down that scary tech talk into something even the most tech-phobic can understand. Plus, she runs the unofficial Insightly Facebook group where users share tips, ask questions, and maybe even vent a little.
So if you’re ready to take back control and finally get the most out of your Insightly account—without the headaches—Amy is your person!
WHAT WE DO
So You Don't Have To
Customize Insightly for your business
Create and refine business processes
Set up and implement Insightly
Translate processes and workflow into Insightly
Clean up and import your client and contact lists
Automate processes by setting up Insightly integration
Plus: We train you and/or your team and provide ongoing support
NOT SURE IF INSIGHTLY IS RIGHT FOR YOU??
Go Grab our Free
CRM Selection Worksheet!
Now accepting clients anywhere in the United States and other select countries!
We utilize technology that allows us to view each other on camera, share screens, and for us to control your screen (with permission, of course!).
“Incredibly helpful and patient while teaching us”
Amy was incredibly helpful and patient with myself and my team in teaching us the robust offerings or our CRM which she customized for us and then helped us create a stronger client follow up through it. Slam dunk!
-Denise Allan
OWNER, SIMPLIFY EXPERTS LLC
