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

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Online Forms

Your Most Valuable Asset

Your customers are the most important people for your organization. The success of your business depends upon their loyalty and satisfaction with your products and services. Therefore, your primary goal is to meet the needs of your customers, and so the InSite Customer Information System is at the heart of every InSite solution.

The InSite Customer Information System encompasses and simplifies customer relationship management (CRM) and enterprise feedback management (EFM). It enables a customer-focused business strategy, managing your interactions with current and future customers: organizing, automating, and synchronizing the efforts of your sales, marketing, customer service, and technical support staff. This cloud-based solution gives everyone within your organization an integrated approach to gathering, organizing, reporting, and sharing customer information.

Collect Information Online

  • Build and customize online data collection forms
  • Design professional-looking forms quickly and easily
  • Contact our technical services team to create a custom form designed specifically for your business
  • Send email messages to invite a specific group of customers or employees to complete your form
  • Monitor incoming form submissions in real-time
  • Generate reports and graphs on data collected from online submissions
  • Export form submission data to Microsoft Excel

The Results You Want

Online forms are a convenient and cost-effective way to collect information from your customers and employees, and a proven way to streamline the data collection process. Here are a few examples of online forms developed using InSite:
  • Collect information about customers and vendors
  • Collect product registration and warranty card information
  • Process insurance and medical claims
  • Register convention and event delegates
  • Process online applications

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.