Insyte for Retailers
Manage all aspects of your retail operations with Insyte for retail, an industry specific all in one software solution for businesses in the Retail industry.
Retail Features
Lead Capture
Insyte handles lead capture seamlessly, whether from your website, or manually enter into system from phone enquiries.
Booking Sales Appointments
Easily schedule appointments manually, or let customers book through the Self-Service feature.
Automation
Streamline your operations with automated job tracking and barcode scanning, self-booking options through our Live Diary, automated SMS for sales and installation reminders, and automatic review requests for completed jobs.
Quoting customers
Generate detailed quotes for all your indoor and outdoor products with the market’s most comprehensive Configure Price Quote system.
Order confirmation & payments
Simplify transactions with a seamless process through one convenient online portal.
Digitally sign quotes and pay deposits
Customers can digitally sign quotes, pay deposits, and make final payments through the online portal.
Booking & completing check measures
Manage check measures efficiently with a workflow that includes variation approvals and tracking to ensure accuracy at every stage.
Supply/Manufacture
Automatically generate detailed job specifications for suppliers or precise cut sheets for manufacturing.
Integration
Connect seamlessly with other Insyte systems and third-party software like Microsoft Power BI to optimise data flow and enhance business insights.
Managing Installers
Streamline installation scheduling and completion with the Installer Module, including the ability to raise and track rework tasks.
Invoicing
Manage reworks, service tasks, and finances effortlessly. Integrate with Xero, MYOB, and other accounting systems through a JSON interface for seamless financial tracking.
What Our Clients Say
Revolutionised Customer Journey
Insyte has revolutionised our understanding of the customer journey from enquiry to lead, to appointment, and finally to sale. The unparalleled level of detail it provides, combined with seamless integration with PowerBI, allows us to make real-time, data-driven decisions at a granular level.
THOM QUILLIAM
Victory Curtains and Blinds
No More Headaches
Insyte has elevated my business and sales beyond expectations. From providing more efficiency to more organisation, every previous headache created by not having an effective software system has been alleviated.
Massive Success
The introduction of Insyte Sales program into the Cardell business has been a massive success on a number of levels, however the clearest benefit to Cardell has been the Sales selling program itself. The instant improvement in reducing the high level of manual administration we had, has given so much time back.
Other Insyte Features
Cloud/Mobile
Access and control business operations from anywhere.
Access and update critical information on the go.
Always connected.
Keep entire team updated and always informed.
Data Driven
Allow managers to stay on top of team performance.
Reporting tools (transparency of performance).
Real-time data-driven decision making.
Lead analysis reports enable flexibility.
Forecasting Accuracy.
Communicate
Live diary for sales teams & installers.
Consolidates all processes to manage tracking stock and installers.
Streamline booking process, and forecasting installs.
Collaborative working partnerships.
Accuracy
Automated quoting process.
Error reduction configurations.
Price point configuration.
Tracking GP.
Automatically calculate price.
Integration with other systems.
Enhanced compliance and record keeping.
Productivity
Book appointments and create routes with ease.
Data management analytics.
Enhanced customer experience.
Improved workflow integration.
Faster decision making.
Data driven pivoting.
Build EVERLASTING customer relationships
Built around INSYTE’S sophisticated customer relationship MANAGEMENT system
