Have you recently decided to use Insightly CRM in your small business? Save time and stress with an Australian Insightly expert to get your CRM setup quickly and properly.
Small Business Starter Pack
This pack is perfect for small business that “just needs to get started” with Insightly. This pack includes:
- Connect Insightly to your email system.
- Connect Insightly with your website – perfect for tracking leads from your Contact, Quote pages and landing pages.
- Integrate with Zapier. This is perfect for automating tasks when something happens in Insightly, e.g. sending a welcome email when an Opportunity is converted to a Project.
- Setup branded signatures so you can send emails from Insightly.
- Connect Insightly to your EDM, e.g. Mailchimp.
- Connect Insightly to your accounting system.
- Common reports to see how your business is performing – great to feed back details to your business coach and accountant.