Real-time data event
Manage relationships and interactions with companies
Comprehensive customer insights
Track and monitor user assignments
The dashboard is the starting point when you log into your instance.
By using Insites to create database driven content you can publish more, improve SEO, generate revenue and capture leads. All from one place.
Publish more content, faster with unlimited users, groups and permissions
Supercharge your marketing with integrated contact forms and CRM
Generate revenue from your content with membership-only paid content
Get amazing search rankings with database driven, search optimised website content
Publish content to anywhere with an integration to Zapier and over 2000 other apps
Capture user generated content with secure publishing areas for your users
Many different roles and industries use Insites to create Store Locator Apps. Here are just a few that we have helped
Insites comes with amazing functionality, right out of the box.
Use Insites' integrated CRM to view contact details for your customers, view their history, add notes and update custom statuses
If you are a B2B business, you can create an Activity Feed at the company level. This will allow you to see a holistic view of an entire organisation in one place
If you are a B2C business, you can create an Activity Feed at the contact level. This will allow you to see a holistic view of each individual customer in one place.
Manually add notes, calls, emails, meetings and events to Company or Contact records
You can create unlimited forms to embed in your website or application. When a form is submitted, a contact is automatically created and their activity feed updated
Use the Integrated CRM to turn form submissions into individual cases and assign them to the right person to handle.
Users may easily organize and identify relevant data inside enormous databases using dynamic sorting and filtering, enhancing productivity and accuracy.
Representative event icons describe an event visually, allowing visitors to immediately recognize and comprehend the nature of the event.
The interactive timeline information in a drawer function allows users to rapidly move across a timeline and observe individual details, boosting usability
Tasks are not stand-alone, and can only be created in the context of associating them with a contact or a company.
Adding notes to tasks gives context, explanation, feedback, and status reports in task details.
Easily searchable and organized tasks mean everyone stays up-to-date on what matters.