Set up multiple pipelines with custom stages.
Drag and drop pipelines stages.
In-depth task view for progress tracking.
Sales dashboards and reporting.
View and manage your sales opportunities in a visual board view.
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.
Arrange your columns to analyze projects from any angle. Group by status, assignee, priority, and more.
Get detailed reporting on sales and key activities. Track progress against goals in your dashboard.
See a full history of all calls, emails, meetings and notes associated with every deal and contact.
Visualize sales stages in a 3D funnel to track conversions and identify drop-offs at a glance.
Manage tasks, calls, meetings, and emails within the sales pipeline. Stay on top of every deal with a centralized activity log.
Switch between a Kanban-style board for an overview and a table view for detailed insights into sales activities.
Easily export sales opportunities in CSV formats for analysis, reporting, or sharing.
Apply multiple criteria (e.g., date, lead, value, or owner) to refine search results and quickly find specific opportunities.
Access advanced reporting tools to analyze specific tabs with data breakdowns, trend graphs, and key performance indicators.
Webhooks are HTTP callbacks enabling apps to trigger actions or notifications on specific events, shifting responsibility from the client to the server.
Pipeline opportunities are sales prospects tracked through pipeline stages, displayed as 'cards' in the user interface for easy management.
Custom fields allow you to store unique data for your sales pipeline, helping forecast demand, streamline orders, or make informed decisions based on gathered information.
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.
