Fast Track Insightly Consulting

Let us help you get the most out of your CRM without taking valuable time away from your business.

Purchase your custom Insightly setup for only $1200. Click here to get started now.

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Professional Insightly setup by operations experts.

Here are just a few reasons people turn to us for help with Insightly:

  • Contact Migration

  • App Integration Setup

  • Workflow Consulting

  • Reporting Customization

  • Lead, Contact and Opportunity Consulting

  • Insightly Optimization Consulting

Purchase your custom Insightly setup for only $1200. Click here to get started now.

Get Started Now

Fast Track Consulting Includes

  • 1.5 Hour Insightly Strategy Session

    Allow our expert team to help you maximize Insightly. Find ways to make your CRM work for you, reduce CRM time, improve efficiency, automate, delegate and delete.

  • Up to 6 Hours of Insightly Implementation

    Our team will do the work! Uploading your contacts, changing your custom fields, uploading activity sets and pipelines, setting up app integration’s and much much more!

  • 1 Hr. Recorded Training Call

    Look what we’ve done for you! We’ll walk you through any changes so you feel confident using your new system. Includes a recording of your follow up call for future reference.

Optimize Insightly to work for YOUR business.

Real Insightly Heroes

Helping businesses run better is our passion. We started working with Insightly customers in 2014 and have loved helping them maximize how they use Insightly. Most businesses we meet are using a 5-10% of their CRM but don't realize how much time and money that's really costing them. We pride ourselves on helping a business improve their workflow, automate, delegate and delete things to make their business run like a well oiled machine. Insightly caught on to what we're doing and have dubbed us Insightly Heroes, which means they refer people to us for help with Insightly setup and optimization. Life is more than what you do from 9 to 5. We believe if you run your business better and your life will follow.

Affiliated with trusted names in business such as:

mail Google apps for workMedium Hero badgeinsightlylogoQuickbooks

What clients are saying about fast track consulting

Real feedback from our customers

Nick Walters

“Business Made Simple greatly improved my workflow with Insightly. I had been an Insightly customer for a while but they helped me to maximize Insightly’s functionality. I now have a system that works for all the facets of my business and a simpler workflow within the system.”

Nick Walters Easy Grants
Michael Caramagno

We worked with Erin and her team on Insightly fast track consulting and have been very happy with the results. We needed a process that would track all of our projects during tax season, as well as the rest of the year. The consulting services provided have improved our process and saved us a significant amount of administrative time, while allowing us to deliver better results to our clients. We highly recommend Erin and her team at Business Made Simple.

Michael Caramagno, Caramagno + Associates
Marshal Bauer

Working with Erin and her team we have reworked or business processes as part of the migration to Insightly and believe we will be able to reduce our labor expenditure by 30+ hours per event. While this is valuable from a cost savings perspective, it also enables us to deliver a better product with our vendors to our clients.

Business Made Simple helped us take our existing methods of business operations pre-and post-sale and reimagine them in an improved manner.  Our staff is enthusiastically embracing the revised processes as they can clearly see the benefits for all concerned.

Additionally, Erin and her team rapidly moved us through the migration process and built our structure as part of the consultation. Without this help we would have seriously sub optimized Insightly. Instead, we feel we will fully leverage it and maximize its capabilities.

Marshal Bauer, Milestone Events Group

Purchase your custom Insightly setup for only $1200. Click here to get started now.

Get Started Now