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

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

mail

Contact Us

E-mail:
contact@zdconsult.com

Phone numbers:

(646) 570-1131 (US)
020 3637 0080 (UK)

testimonials

Testimonials

We had a custom document we wanted to produce in Insightly.  David searched for and identified a solution for us.  He was very responsive and thorough.
Mike Wrob – Backer Marathon

Our Team

Insightly Hero
David Zeidman

Technical Lead

Kimberly Lankshear

Senior Consultant