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

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Integrated Reporting

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.

Information at Your Fingertips

With InSite, generating a report is simple. Select the type of report you want to run and our system instantly displays a preview of the finished output.

  • Produce professional-looking print-ready, publish-quality documents
  • Generate visually appealing, presentation-quality charts and graphs
  • Apply custom filters to the data so that your report answers specific questions more directly
  • Store reports online as long you want
  • Export your report to any file format: Adobe PDF, Microsoft Word, Microsoft Excel, HTML, XML, CSV, TIFF
  • View summary statistics calculated on quantitative data
  • Perform cross-tabulation on quantitative results to identify correlations in your data
  • Customize reports with your corporate branding (colours and logos)
  • Share your reports with colleagues and staff
  • Schedule reports for automatic delivery to specific contacts (or lists)
  • Create recurring appointments on your calendar for automated delivery of specific reports to specific individuals
  • Access reports from your web browser or mobile device

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.