Customer

Management

Easily find your customer's information and know what needs to be done next

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Customer Management - Centralized Customer Information
Customer Management

Centralized Customer Information

Navigate customer information quicker using a single screen or search for a customer’s past purchases to view any and all jobs related to them in the system.

Customer History - Customer Management
Customer Management

Customer History

Improve your team’s visibility through customer history to stay on top of the work you’ve completed for each customer in the past, and projects that may be needed in the future.

Notes, Attachments & Payment History - Customer Management
Customer Management

Notes, Attachments & Payment History

Ditch the post-it notes and keep them all on InsightPro. Make notes related to a specific job and set a follow up reminder. Notes never disappear, providing access to more information and improving transparency across departments.

Features Designed Specifically For Your Industry

Quotes
Mobile App
Customer Management
Purchase Orders
Project Tracking
Invoices
Service Scheduler
Real-Time Reporting

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your customers

It's the software that YOU would create...only better

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