Answered

Need a CRM mentor

Hey guys, I'm completely new to the CRM world. I'm looking for someone to join me on a consultation call via zoom - where we can share screens.

From here you can coach me on what the most efficient way is of doing things for my upcoming business.

Obviously I would pay you by the hour, etc.

Please let me know - cheers.

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Comments

3 comments
  • Hi George,

    Lots of great Insightly Heroes to choose from here! I'll throw my name in the hat. You can schedule a free consultation at 74systems.com.

    Eric Greenspan
    Chief Clever Officer
    74Systems.com

    Disclaimer: While I'm not a direct employee of insightly, I am a member of their Hero program and recognized as an experienced power user. I'm also a big fan. I use insightly for all my clients and my internal business management. I extend it to do more through the API. Again, I'm a big fan. I'm also a Zapier Certified Expert, PandaDoc Pro and a piesync Expert.

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  • Hi George, 

    I can help you as well. Please contact me at micah@cloudreferrals.com.

    I look forward to hearing from you.

    Thank you,

    Micah Feldkamp

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  • Hi George, 

    Congrats on jumping into the CRM world! I speciaize in development and automation of processes and I would love to learn more about your business and your Insightly wish list.

    You can reach me at erin@business-made-simple.com

    Let's make business simple-

    Erin Mathie

    www.Business-Made-Simple.com

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