Create multi level relationships between companies and contacts.
View, manage and organize all of your contacts.
Integrate apps and streamline with real-time data.
Customize the CRM to suit your individual requirements.
Managing customer relationships.
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 organization 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 is updated.
Use the Integrated CRM to turn form submissions into individual tasks and assign them to the right person to handle.
Use webhooks to automate notifications or trigger workflows across integrated systems, streamlining processes and ensuring real-time updates between applications.
Efficiently manage leads from generation through conversion. Automatically associate leads with contacts and opportunities, driving conversions and sales growth.
Integrate your email and phone system with the CRM to automatically log communication, track interactions with customers, and streamline email management within the CRM.
Integrate the CRM with business apps via APIs for seamless data sharing, automation, and collaboration, boosting productivity across platforms.
Visualize and manage sales stages from lead generation to closing. CRM integration enhances pipeline management by linking contacts, activities, and deals for seamless tracking.
Manage relationships between contacts and companies, enabling associations with multiple entities to enhance communication and collaboration.
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.
