Insightly Excellence
Transform Your Business with Unified CRM & Project Management
Expert implementation and consulting to maximize your Insightly investment and drive growth.
Transform Your Business Operations
Today's businesses need integrated solutions that connect customer relationships with project delivery. We help you overcome the most common Insightly challenges.
Siloed Customer Information
Unify your customer data across sales, support, and project delivery for a 360-degree view of every relationship.
Disconnected Project Delivery
Seamlessly transition from sales to delivery with Insightly's integrated CRM and project management capabilities.
Lack of Business Intelligence
Leverage Insightly's powerful reporting and analytics to gain actionable insights for smarter business decisions.
Email Integration Challenges
Optimize Insightly's email integration to maintain complete communication history with customers and prospects.
Manual Process Bottlenecks
Automate routine tasks with Insightly's powerful workflow engines to increase efficiency and reduce errors.
Poor Data Quality & Adoption
Ensure high data quality and user adoption with our proven implementation methodology and training approach.
Our Insightly Services
Comprehensive solutions to help you achieve success with Insightly CRM
Insightly Training
Hands-on learning with live instructors provides everything you need to maximize user adoption and efficiency.
- Role-based training programs for sales, delivery, and management teams
- Live screen-share sessions with hands-on practice and interactive Q&A
- Custom training materials and ongoing support resources
Insightly Consulting
Expert consulting to optimize your CRM for success with your specific business goals and processes.
- Business process mapping and CRM strategy development
- Custom system configuration & workflow automation setup
- Implementation, data migration, and integration services
- Ongoing support and continuous improvement programs
Manage your entire customer lifecycle with Insightly - 14-day free trial!
Insightly brings together CRM, project management, and customer service in one powerful platform to manage your entire customer journey.
Unified platform for sales, project management, and customer service
Powerful automation to streamline your business processes
Advanced reporting for data-driven business decisions
No credit card required to start your free trial
Get hands-on with Insightly's powerful CRM, project management, and service capabilities.
What Our Clients Say
Real results from businesses just like yours
"The CRM Coach team transformed our business with Insightly. For the first time, we have a unified view of our customer journey from sales through project delivery."
Sarah Johnson
Operations Director, Service Company
"The Insightly training provided by CRM Coach was exceptional. Our team now fully leverages the project management and automation capabilities we weren't using before."
Robert Thompson
CEO, Professional Services Firm
"The automations built for our Insightly instance have saved us countless hours of manual work and improved our customer experience dramatically."
Jennifer Wong
Customer Success Manager, B2B Company
Optimize Your Insightly CRM
Take our free CRM assessment to get personalized recommendations for improving your Insightly implementation and business processes.
Frequently Asked Questions
Common questions about our Insightly services
How long does it take to implement Insightly?
Basic Insightly implementations can be completed in 2-4 weeks, while more complex setups with custom integrations may take 6-8 weeks. We'll provide a detailed timeline after understanding your specific needs.
Can you help migrate our data from another CRM?
Yes, we specialize in clean data migrations from other CRM systems, spreadsheets, or databases to Insightly. Our process ensures proper field mapping, data cleansing, and minimal disruption to your operations.
How do you handle the project management aspect of Insightly?
We work with you to design custom project templates, milestone structures, and pipelines that reflect your delivery methodology. We then integrate these with your sales process for seamless handoff from sales to delivery.
What ongoing support do you provide?
We offer various support packages including monthly health checks, on-demand consulting hours, advanced admin training, and continuous optimization services to ensure your Insightly instance evolves with your business.
Ready to Maximize Your Insightly Investment?
Start with our free CRM assessment to see how your current setup measures up.