Customer Management
Commercial-grade applications that connect people, processes, and information.

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Product Features

An Integrated Customer Data Management Solution

The InSite Customer Information System (ICIS) is a powerful and easy-to-use management information system that encompasses and simplifies customer relationship management (CRM) and enterprise feedback management (EFM). 

This cloud-based solution enables everyone within your organization to collaborate on customer feedback initiatives, share results, and gain valuable insights by listening, learning, and responding to the needs of your key markets and stakeholders.

With InSite you can access your customer information information anytime from anywhere using your web browser or mobile device.

Key Product Features

Contact Management

Manage relationships with companies and contact people: your customers, vendors, employees, and other business contacts

Notes and Communications

Build and manage your contact distribution lists, send email messages to your customers, and post comments for future reference and follow up by your employees

Web Site Pages

Draft and publish content for your web site

Online Forms

Create forms to collect information from your customers, vendors, members, and employees

Reporting

Generate professional-looking hard-copy and PDF reports for distribution and filing

Role-Based Security

Manage access to the features and functions within your system by assigning login credentials and permissions to your customers and employees

Workflow Management

Customize the behaviour of your system by managing the flow of information between departments and team members

Glossaries and Multi-Language Support

Build the glossary of terms for your business or industry, and manage the translation of  your system into the language of your choice

System Diagnostics

Monitor system access and usage, application events, change history on database records

Why Cloud Computing?

Cloud-based computing, also known as Software-as-a-Service (SAAS), is today's leading technology platform for management information systems. Cloud-based technology is a software delivery model that allows companies to share computing resources -- rather than build and maintain their own. InSite pioneered the development and delivery of cloud-based solutions (well before the term itself came into vogue), and our management information system is extremely flexible and configurable. The effort and cost to customize, extend, and upgrade our system is a fraction of that required for more traditional enterprise systems. This means your Total Cost of Ownership (TCO) is less, and your implementation and integration timeline is greatly improved.

Always On and Ready to Go

We focus on delivering worry-free applications so you can focus on your business. Our management information system is accessible from any computer or mobile device connected to the Internet. Program and data files never need to be shipped, downloaded, or installed on your local workstations, notebook computers, or servers. Simply log in and you are ready to go!

Decreased Total Cost of Ownership

InSite is subscription-based, which simplifies the management, maintenance, and oversight related to software ownership. The net benefit to you is lower costs for your management information system software, hardware, and infrastructure.

Painless Maintenance

Because we manage updates, upgrades, backups, and security, there are no patches for you to download or install. We also manage and ensure availability, so you do not need to add hardware, software, or bandwidth as your business grows.

Seamless Integration

We provide you with a true multi-tiered service-oriented application that scales to meet increasing demand. Our professional IT services group is available to offer its knowledge and expertise to work with you to address requirements that may be specific to your organization. For example, our technical services include custom programming, systems analysis, database conversion, and integration with third-party HRIS, ERP, CRM, and accounting systems.

Everything You Need

The world’s best companies use InSite to get the most from their business.

Connect the Dots

InSite connects your people, your processes, and your information all in one place.

Get Started Today

See how easy it is to get InSite working for you – contact us today.