The Complete Operating System for your Business

For the Window Furnishing and Home Improvement Industry

Save $119,600 Per Year for Each Sales Rep with This Tactic

Time is money. Each minute that we waste on ineffective manual tasks, a potential sale could be quietly slipping away. Discover how leading window furnishing companies have used SMS automation to increase revenue.

Build everlasting customer relationships

Insyte has been developed around a sophisticated customer relationship management system.

  • Get an instant overview of each customer no matter where they are in the sales cycle

  • Centralise communication between all team members and customers
  • Manage bookings using integrated calendar and street map engines

  • Save valuable time automating numerous business processes

29%

Increase in sales

34%

Improved productivity

40%

Forecast accuracy

41%

Increased revenue

27%

Customer retention

designed to streamline your business operations and reduce time in managing you customers with a few simple clicks

designed to streamline your business operations and reduce time in managing you customers with a few simple clicks

Capturing Leads

  • Capture leads quickly and accurately

  • Prevent errors with auto address technology
  • Prevent duplicate entries in your system

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Booking Sales Appointments

  • Schedule appointments with Insyte’s integrated maps

  • Schedule appointments with integrated appointment calendar

  • Optimise appointments in seconds generating shortest route

  • Automate Optimum number of bookings in a working day

  • Confirm appointments and send reminders via SMS

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Quoting Customers

  • Quote quickly and accurately for all your products and combinations

  • Quote anywhere on any device in including in home or showroom

  • Quote in person or over the phone

  • Create discounting limits to maintain margin

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Order Confirmation and Payments

  • Confirm quotes, take deposits, generate receipts anywhere on any device

  • Customise invoices, include company branding

  • Email invoices to customers  on location

  • Keep track of payments for each customer

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Booking and Completing Check Measures

  • Book check measures for installers
  • Quickly review and approve check measures prior to manufacture

  • Ensure expensive mistakes don’t affect the bottom line

  • Automatically send SMS reminders of upcoming appointments

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Sending Jobs to Supplier/Manufacturer

  • Send product order electronically to manufacturer

  • Track manufacturing process and completion times

  • Ensure good lead times for booking installers

  • Keep customers in the loop regarding manufacturing and installation

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Booking and Completing Installations

  • Receive notifications for when a product is ready to install

  • Optimise installation runs using integrated maps

  • Optimise installation runs using integrated appointment calendar

  • Automatically notify customers via SMS prior to installers arriving

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Invoicing

  • Customise invoices with company branding

  • Generate partial or final payment invoices
  • Deliver invoices in hard copy or electronically
  • Take payments through Insyte’s ecommerce integration “Coming Soon”

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Reporting

  • Generate reports of any operation of your business

  • Generate reports of each of your employees activities

  • Generate reports for specific time frames

  • Export reports as PDFs Excel or jpg files

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Tracking

  • Track all operations of your business processes
  • Filter which aspects of your business operation you want to track
  • View all aspects of your business operations in real time

  • Track at anytime, anywhere on any device

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