Manage relationships and interactions with companies
Save, update, archive, and manage your contacts
Cases is a powerful data display/report UI
Modification pre-defined options on system fields
Managing customer relationships.
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
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.
Try Insites for as long as you like with our free Starter plan and free Staging instances. Purchase a Production instance when you are ready to go live.