Single Customer View

Combine data from multiple sources into a unified Single Customer View

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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.

Benefits of Insites

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

Used by

Many different roles and industries used Insites to create a Single Customer View. Here are just a few that we have helped

Sales Teams

Customer Service

Operations

Contact Centres

Our customers love Insites Map Locator

National Dental Care

List of Features

Insites comes with amazing functionality, right out of the box.

Company Activity Feed

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

Contact Activity Feed

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.

Simple user interface to record activity

Manually add notes, calls, emails, meetings and events to Company or Contact records

Integrated Forms

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

Case Management

Use the Integrated CRM to turn form submissions into individual cases and assign them to the right person to handle.

API Integration with Zapier and over 2,000 applications

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

Deep-links to data sources

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

Add images, PDFS, Audio and Video Files

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

Contact Relationship Management

Use Insites' integrated CRM to view contact details for your customers, view their history, add notes and update custom statuses

Let’s get started with Single Customer View

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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FREE 1 Hour Consultation