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


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Product Overview

An Integrated Customer Data Management Solution

InSite develops and delivers management information systems that allow you to connect, engage, and relate to your customers and your employees - all in one place. Our solutions provide you with the tools to manage your business information efficiently and effectively, allowing you to monitor and manage long-term strategic goals as well as day-to-day operational activities.

In simplest terms, we give you the information you need to make decisions.

The Ideal Choice

InSite is the ideal choice to support long-term planning, and performance reporting on areas that are critical to planning -- with feedback loops to guide and improve your organization in meaningful ways. Not only do our systems indicate how various aspects of a business are performing, but also why and where. Reports include real-time performance of cost centers and projects with sufficient detail for individual accountability. InSite management information systems are used to manage information about sales, inventories, human resources, enterprise resources, enterprise performance, supply chains, projects, and -- of course -- customer data and customer relationships. 

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.

Key Features and Benefits

Manage and organize your customer contacts and lists
Create and email online surveys, reports, and newsletters
Manage information and documents about companies, contacts, ideas, opportunities, quotes, and projects
Access your information anytime from anywhere using your web browser or mobile device
Integrate with third-party office productivity tools and enterprise systems
Secure, cost-effective, and user-friendly
Powerful, flexible, configurable, customizable, and scalable
Built and maintained using open commercially-supported standards

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.