Capturing Leads

Capturing leads in your business software doesn’t need to be tedious. See how Insyte’s intuitive interface allows you to capture a lead quickly allowing you to spend more time with your customers. MORE >>>

Booking Sales Appointments with Integrated Maps

Wasting time coordinating sales appointments and calculating travel time is a thing of the past with Insyte Business Software. Imagine including more appointments in your sales rep’s day knowing you’ve kept travel time and costs to a minimum—all in just a few clicks using Insyte’s automated mapping feature which automatically calculates travel routes for your sales team members. MORE >>>

Booking Sales Appointments with Integrated Calendar

Flexibility in your business software is crucial to meeting the many demands of running your company.

With Insyte, even scheduling an appointment can be accomplished in several ways. In this video, we’ll show you how to use Insyte’s integrated calendar to schedule an appointment. MORE >>>

Optimise Sales Runs

Wasting time scheduling sales appointments and minimising travel time is a thing of the past. Imaging being able to quickly identify which sales representative on a particular day is closest to a new appointment all in just a few clicks. In this short video, we’ll show you how. MORE >>>

Quoting Customers – (Quick Quote Option)

Have you ever experienced not being able to quickly generate a quote for a customer, either over the phone or in the showroom. With Insyte, this can be done accurately and efficiently in moments. MORE >>>

Quoting Customers – (Detailed In Home Option)

Ever experienced issue’s with being able to accurately complete a detailed Quote for your customer in their home. With Insyte, this can be done in a few minutes accurately and efficiently, allowing you to spend more time with your customer. MORE >>>

Confirming Quotes

Confirm quotes, capture payments and book a check measure ready for manufacture all in a few simple clicks. MORE >>>

Complete a Check Measure

Installers complete check measures before sending jobs to the supplier or manufacture avoiding costly measurement errors. MORE >>>

Review and Approve Check Measures

Allow your installers to double check your job order and review and approve check measures saving you costly production mistakes. MORE >>>

Send Job to Supplier/Manufacturer

Notifying suppliers or manufacturers is a simple process with Insyte. Ensure correct measurements and specifications are sent each time. MORE >>>

Create Installation Runs

Create installation runs for your installers using Insyte’s integrated map and calendar ensuring your installers are on the road less and in the home installing. MORE >>>

Optimise Install Runs

Invariably there changes in customer’s circumstances and installations need to be rescheduled. With Insyte this is a simple process where appointments and travel routes are automatically updated for you. MORE >>>

Generating Invoices

Send custom designed invoices to your customers quickly and easily. Generate paper copies or email anywhere anytime. . MORE >>>

Tracking Business Processes

Know at all times with realtime up to date information about all aspects of your business. This allows companies to be able to respond quickly to changing dynamics and be agile and stay ahead of the game. MORE >>>

Track Job Health

Track all aspects of your business processes allowing you not allow things to slip through the cracks. MORE >>>

Sales and Marketing Reporting

Generate up to date reports on all of your business processes anywhere at anytime giving you an instant understanding of how your company is performing. MORE >>>