ZD Consult

From Zeidman Development

Insightly Services

CRM Strategy & Design

We can transition you to Insightly and help set it up to make it work for your business

Data Imports

Import and transform data from any system straight into Insightly

Workflow Automation

Improve process efficiency with Insightly’s Workflow Automation. Combine with website data capture for a fully automated system

Process and Data Analysis

We can analyse your data and processes and recommend the best way to manage them in Insightly

Customisations

Need something you can’t do ‘out of the box’? Working with the API we can achieve whatever you need to make Insightly work for you.

About Us

ZDConsult have been working with CRM systems for over 15 years, primarily in the not-for-profit sector. As a company we use Insightly and have been users and ‘heroes‘ for over 7 years working with all its features. We have developed customisations, automated processes, pipeline strategies and worked with many of Insightly’s own integrated applications including MailChimp, Xero and PandaDocs.

Interested in our parent company? Check out Zeidman Development