Manually record offline activity
Automatically add data from your CRM
Include data from your accounting package
Feed in tickets and support requests
Combine data from multiple sources into a unified Single Customer View
Creating a Single Customer View with Insites is a breeze. Add companies and contacts from anywhere, then feed in activity from accounting, sales, call centre and ticketing systems.
By using Insites to create a Single Customer View for your business, you can push data in from all of you applications and see them all from one place.
Make the right decision with information about your customers at your fingertips
Reduce handling times by having all systems show up in a single activity feed
Improve sales with a holistic view of all customer interactions
Many different roles and industries used Insites to create a Single Customer View. Here are just a few that we have helped
Our customers love Insites Map Locator
Insites comes with amazing functionality, right out of the box.
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.
Insites is integrated with Zapier and over 2,000 other applications. This allows you to feed data from multiple platforms and view them all in the Activity Feed for your customers
Each event added to the Single Customer View can include a link to the data source. You can follows these links to open detailed records in other platforms
Include links to rich data that will help create a holistic picture of your customers history. Add audio recordings for call centres, PDFs of invoices or copies of images for quick review
Use Insites' integrated CRM to view contact details for your customers, view their history, add notes and update custom statuses
Contact us for a free, 1 hour consultation and demo. We'll show you how you can create a Single Customer View with Insites
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