$300
- 2-3 business days
- Refund if scope isn't met
No commitment · Fixed price
About this service
We set up Insightly for CRM + project management: sales pipeline, custom fields, project pipeline, task templates, and email integration. Unique CRM-to-project handoff.
What you get
- Sales pipeline configured
- Project pipeline set
- Custom fields created
- Task templates built
- Email connected
Included
- Sales pipeline
- Project pipeline
- Up to 12 fields
- Task templates
- Email sync
Not included
- Advanced workflow automation
- Custom apps
- API integrations
Refund if scope isn't metWork begins at checkout