insightly crm setup and modification

i am running a design and construction company. i am not happy with our old native german speaking crm.

I want to see if insightly and mailchimp is an option for my business. I am looking for someone who has experience with insightly and mailchimp.

I can give the information/ data that i want to see and you need to customize the Insightly / mailchimp software. Here are the basic:

>> contacts and organisations with different categories like client/supplier or prospect

>> different keyword selection for all contacts and organizations in order send out specific mailchimp newsletter

>> setup a pipeline / workflow with 10 milestsones and 5 subtask each

>> multi currency view

>> overview of all projects with lates notes displayed

>> turnover for a specific client

>> emails and files stored to related projects and contacts/organzation

>> show th edropbo xand google drive integration

Skills: CRM, Mailchimp, Marketing, Project Management, Sales

See more: insightly pipeline examples, insightly edit tags, insightly pipeline management, how to create a new pipeline in insightly, insightly add pipeline to opportunity, insightly change pipeline, add pipeline in insightly, insightly opportunity stages, Name & Logo Design For Construction Company, Car design for Construction company , logo for a building design and construction company, logo design of construction company, logo design for construction company, design brochure construction company, website design templates construction company, capsule crm address book integration, feedy regular expressions setup affiliate integration, microsoft crm dynamics online integration quickbooks, microsoft crm 2011 quickbooks integration, capsule crm setup

About the Employer:
( 4 reviews ) Hong Kong, Germany

Project ID: #16385212

5 freelancers are bidding on average $264 for this job


Hi, We have read your requirement and you should go for any cloud based CRM software (Like SugarCRM, vTigerCRM, Zoho CRM etc). We have done lots of customization on vTigerCRM/SugarCRM/Zoho CRM like - BAR Code Implem More

$350 USD in 6 days
(10 Reviews)

Hi, My work experience and duties are an ideal match for this Job and I have been working in several companies for both b2b and b2c lead generation. I am capable to provide you a complete support in email sourcing, More

$350 USD in 30 days
(3 Reviews)

Hello Well, I work with Insighly and MailChimp, I made it more custom-friendly for Property Developer, he operates few hotels in the UK. It depends what kind of business you have and what are your main expectations f More

$200 USD in 7 days
(0 Reviews)

I have great promo skills and good connections in the united states

$222 USD in 3 days
(0 Reviews)

i have 2+ years of experience as a CRM and ERP developer.i understand your requirement for your business.i have been developed one CRM which is suitable for your [login to view URL] me know if you need help.

$200 USD in 3 days
(0 Reviews)