Insightly CRM Experts
get the most out of Insightly CRM without taking valuable time away from your business.
Insightly Setup - Right The First Time
  •  Strategy: Workflow, Process, Reporting, Custom Fields
  •  Implementation: Our team does the heavy lifting!
  • Training: Live training on your new system
Here are just a few reasons people turn 
to us for help with Insightly:
Contact Migration
App Integration Setup
Reporting Customization
Custom Fields
Insightly Optimization
Purchase your custom Insightly setup for only $1200. 
Professional Insightly Setup By Operations Experts
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 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 your life will follow.
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, and connect to your other softwares.
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 integrations and much more!
1 Hour Recorded Training Call
Learn on your new system! We’ll walk you through any changes so you feel confident using your new Insightly CRM. Includes a recording of your call for future reference and training your team members.
Optimize Insightly to WORK for YOUR business
Purchase your custom Insightly setup for only $1200. 
Affiliated with trusted names in business:
“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
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
Working with Erin and her team we have reworked our 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. 
Erin Mathie - Owner
P.S. : I know the investment that it takes to transfer to a new CRM. It is much more than the software cost, it is taking on the new learning curve, and customizing it to be all that you need it to be. We can support you with our well defined Fast Track Consulting for Insightly system to help you maximize your Insightly implementation while cutting your implementation time. Most of our clients are up and running on Insightly after 2 weeks! 

Still have questions? Contact us here
Fast Track Consulting For Insightly - Order Form
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