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!

We adopted Insightly about a year and a half ago. The key for me was to hire Amy Payne to work with me to set it up and then train me and my team. She's a wiz! Working with Amy allowed me to jump in with both feet and use it how I wanted it to work. I even had some else who sells her own CRM comment that I was using Insightly better than anyone else she'd even seen.

I was drowning. I heard Amy speak at a Small Business Workshop, and I called for a consultation. She had me at "where should we start?".  After the first package of time was up, I didn't hesitate to sign up for a second one. She got us set up with a CRM system, helped me train on QuickBooks, and helped me set up a filing system so I could see my desk again!