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Insightly Consulting

Marketing and Sales CRM

Do you have an Insightly account, but you feel like you are not maximizing it or using it correctly?

Did you sign up for a trial but you still aren't sure how Insightly can help your business function better?

Are you stuck trying to set up your Insightly account because you are not a "techy" person?

Don't worry! We got you!

insightly logo

As a business owner or sales professional, you want to keep track of each customer, follow up on each task on time, and serve your customers with great professionalism. You want to work ON the business more efficiently, so you have more time to DO the business.

But without a system, your professionalism (and income!) suffers by missed deadlines, overlooked tasks, and disappointed customers.

Lasting Order owner, Amy Payne, has worked with individuals and 25+ small- to mid-size businesses to customize, streamline, and train them on Insightly since 2017. Amy specializes in Insightly workflow automation and runs the unofficial Insightly Facebook group as a community space to learn and ask questions for Insightly users. She knows how to speak to non tech-y people about tech-y stuff in a non-intimidating way.

Haven't decided on Insightly yet?

Insightly CRM 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
  • Automate processes to confidently manage your customers with increased professionalism, customer satisfaction, and customer retention (that means more sales!)
  • Track relevant information for teams while automating multi-step processes


Our Insightly Consulting Services include:

  • Customize Insightly for your business
  • Create and refine business processes
  • Translate processes and workflow into Insightly
  • Set up and implement Insightly
  • Clean up and import your client and contact lists
  • Automate processes by setting up Insightly integrations
  • Train yourself and/or your team and provide ongoing support!

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!).

Need help with Insightly?

Contact us for a FREE phone consultation today!

 CONTACT US

Ready to try Insightly?

Click the logo below for a $10 referral discount!

DENISE ALLAN, OWNER, SIMPLIFY EXPERTS LLC | CRM

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!

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