Insightly CRM Workflow Automation & Solar Integrations
Budget: $750 – $1,500 USD
I need a full Insightly CRM reboot focused on two core upgrades: custom reports and dashboards that let me see project health at a glance, and smart automations that move deals, tasks, and follow-ups forward without manual effort.
Alongside the CRM configuration, I want Insightly tightly integrated with the finance and design software we use for solar projects. Think tools that calculate system costs, generate proposals, model production, and handle financing paperwork—each one should pass data to and from Insightly so our sales, design, and accounting teams operate from a single source of truth. If you can also leave doors open for future links to email marketing or support platforms, even better.
Key deliverables:
• Insightly configuration with all required fields, pipelines, and role permissions
• Custom reports & interactive dashboards for sales, project delivery, and revenue forecasts
• Automated workflows covering lead capture, quote creation, approval chains, post-install follow-ups, task assignments to employees as stages move forward automatically, and notifications sent to sales reps upon task completion
• API-level or middleware integrations connecting Insightly to our solar finance and design stack, tested end-to-end
Direct experience with Insightly CRM is required. Please outline your approach, the tools or middleware you prefer, and a rough timeline for each milestone.
Alongside the CRM configuration, I want Insightly tightly integrated with the finance and design software we use for solar projects. Think tools that calculate system costs, generate proposals, model production, and handle financing paperwork—each one should pass data to and from Insightly so our sales, design, and accounting teams operate from a single source of truth. If you can also leave doors open for future links to email marketing or support platforms, even better.
Key deliverables:
• Insightly configuration with all required fields, pipelines, and role permissions
• Custom reports & interactive dashboards for sales, project delivery, and revenue forecasts
• Automated workflows covering lead capture, quote creation, approval chains, post-install follow-ups, task assignments to employees as stages move forward automatically, and notifications sent to sales reps upon task completion
• API-level or middleware integrations connecting Insightly to our solar finance and design stack, tested end-to-end
Direct experience with Insightly CRM is required. Please outline your approach, the tools or middleware you prefer, and a rough timeline for each milestone.