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Average Ratings 79 Ratings
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Description
Insight is designed to help you not only maintain but also expand your customer database effectively. With all customer transactions and pertinent information readily accessible, you can effortlessly create tailored databases to better understand your clients. You can link documents to both your clients and their transactions, ensuring that all relevant information is organized. This makes Insight an ideal solution for maximizing both new leads and the sales potential of your existing customers. By profiling your clients and having the necessary information at your fingertips in real time, you gain a competitive advantage in your industry. Additionally, Insight features a robust scheduling system that consolidates all company activities, including job details and staff leave, into various calendar and schedule formats. The software is fundamentally centered around task management, allowing you to log all business transactions as tasks so that everyone is clear about their responsibilities at all times. With the integrated use of statuses and task assignments, you can effectively oversee delegation within your team, ensuring that no detail is overlooked. Enhanced communication and organization through Insight will ultimately lead to improved productivity and client satisfaction.
Description
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API Access
Has API
No
API Access
Has API
Yes
Integrations
Airweave
No
Alore
No
Bridge24
No
Dropbox
No
Earned Value
No
Formaloo
No
ITM Platform
No
Jibble
No
Kin Calendar
No
Martini
No
Integrations
Airweave
Yes
Alore
Yes
Bridge24
Yes
Dropbox
Yes
Earned Value
Yes
Formaloo
Yes
ITM Platform
Yes
Jibble
Yes
Kin Calendar
Yes
Martini
Yes
Pricing Details
$25 per user per month
Free Trial
No
Free Version
No
Pricing Details
$12.50 per user per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Scotia Software
Founded
2005
Country
United Kingdom
Website
www.binarytechnologies.co.uk/index.php/business-management-software/
Vendor Details
Company Name
Trello
Founded
2011
Country
United States
Website
www.trello.com
Product Features
Business Management
Billing & Invoicing
Yes
CRM
No
Employee Management
Yes
Financial Management
Yes
Inventory Management
Yes
Marketing Management
Yes
Order Management
No
Point of Sale (POS)
No
Project Management
No
Purchasing
Yes
Scheduling
No
Time & Expense Tracking
Yes
Training Management
No
Vendor Management
Yes
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
Yes
Business Process Automation
Yes
Calendar Management
Yes
Compliance Tracking
Yes
Configurable Workflow
Yes
Customizable Dashboard
Yes
Document Management
Yes
Forms Management
No
Graphical Workflow Editor
Yes
Mobile Access
Yes
No-Code
No
Task Management
Yes
Third Party Integrations
Yes
Workflow Configuration
Yes
Product Features
Business Management
Billing & Invoicing
No
CRM
Yes
Employee Management
Yes
Financial Management
No
Inventory Management
Yes
Marketing Management
Yes
Order Management
Yes
Point of Sale (POS)
No
Project Management
Yes
Purchasing
No
Scheduling
Yes
Time & Expense Tracking
No
Training Management
No
Vendor Management
No
Kanban
Collaboration Tools
Yes
Dependency Tracking
No
KPI Monitoring
Yes
Milestone Tracking
No
Multi-Board
No
Prioritization
Yes
Project Planning
Yes
Roadmapping
Yes
Supports Scrum
No
Task Management
Yes
Time Tracking
No
Product Roadmap
Collaboration
Yes
Content Import / Export
Yes
Diagramming
No
Drag & Drop
Yes
Feature Management
Yes
Milestone Tracking
Yes
Prioritization
Yes
Requirements Management
No
Workflow Management
Yes
Project Management
Agile Methodologies
Yes
Budget Management
Yes
Client Portal
Yes
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Customizable Templates
Yes
Gantt Charts
Yes
Idea Management
Yes
Kanban Board
Yes
Milestone Tracking
Yes
Portfolio Management
No
Resource Management
Yes
Time & Expense Tracking
No
Traditional Methodologies
Yes
Project Planning
Agile Methodologies
No
Budget Management
Yes
Collaboration Tools
Yes
Due Date Tracking
Yes
Gantt Charts
Yes
Kanban Board
Yes
Prioritization
Yes
Progress Tracking
Yes
Resource Management
Yes
Task Management
Yes
Template Management
Yes
Traditional Methodologies
No
Project Portfolio Management
Budget Management
No
Collaboration
Yes
Dashboard
No
Issue Management
No
Milestone Tracking
Yes
Portfolio Management
Yes
Project Planning
Yes
Requirements Management
Yes
Resource Management
Yes
Status Tracking
Yes
Task Management
Yes
Time & Expense Tracking
No
Project Tracking
Collaboration Tools
Yes
Cost-to-Completion Tracking
No
Gantt Charts
Yes
Kanban Board
Yes
Milestone Tracking
Yes
Percent-Complete Tracking
Yes
Prioritization
Yes
Status Tracking
Yes
Time & Expense Tracking
No
Remote Work
Collaboration
Yes
Credential Management
No
Electronic Signature
No
Employee Monitoring
No
Live Chat
No
Meeting Management
No
Project Management
Yes
Remote Access
No
Remote Support
No
Screen Sharing
No
Softphone
No
Task Management
Yes
Time Zone Tracking
No
Video Chat
No
Web Conferencing
No
Task Management
Collaboration
Yes
Create Subtasks
Yes
Gamification
Yes
Gantt Charts
Yes
Mobile Access
Yes
Percent-Complete Tracking
Yes
Progress Tracking
Yes
Recurring Tasks
Yes
Reporting/Analytics
Yes
Spreadsheet View
Yes
Task Board View
Yes
Task Planning
Yes
Task Scheduling
Yes
Task Tracking
Yes
Time Tracking
Yes
To-Do List View
Yes
Team Management
Assignment Management
No
Commenting / Notes
Yes
Goal Setting / Tracking
No
Messaging
Yes
Productivity Analysis
No
Progress Tracking
No
Project Planning
No
Resource Management
No
Task Management
Yes
Third Party Integration
No
Time Tracking
Yes
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
No
Business Process Automation
No
Calendar Management
Yes
Compliance Tracking
No
Configurable Workflow
No
Customizable Dashboard
Yes
Document Management
Yes
Forms Management
No
Graphical Workflow Editor
No
Mobile Access
Yes
No-Code
No
Task Management
Yes
Third Party Integrations
Yes
Workflow Configuration
Yes
