Insightly CRM Setup

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.

Pricing: From $330 including GST.

Add a half day of Insightly training for your staff for $550 including GST.

Book in a call with our team to confirm that this package is right for your business:
Get Started

Tell us about your project

Need some expert help? Tell us about your project and we’ll confirm how it can be done, give you a price and an estimated timeline.

Get A Quote