About InsightPro

InsightPro has Sales & Installation Software to efficiently manage operations for small to mid-size businesses and Warranty & Field Service Management for manufacturers to streamline the overall warranty claims process end-to-end. Organized workflows, centralized information and real-time reporting keeps everyone proactive and ensures nothing falls through the cracks. Status tracking for quotes, invoices, purchase orders, materials/parts, service requests, scheduling, dispatching, claim progress, RMA, field service management and more.

To help users with warranty and field service management, InsightPro supports role-based dashboards, integrated online claim forms, service dispatch scheduler, and self-service dealer portals. With the role-based dashboard, users have quick and central access to business information, as well as team member performance data. InsightPro guides users through the claims process step-by-step, and allows teams to schedule service technicians conveniently online via the service scheduler.

InsightPro facilitates sales and installation management with features such as quotes, invoices, purchase orders, and project tracking. Users can generate accurate quotes and invoices for customers, as well as create purchase and receive items online. InsightPro allows users to access all customer information in one place, and enables users to set up and track multiple projects for customers. Real-time reporting tools give users actionable insight into business performance. InsightPro enables users to manage work orders, and more on the go via their mobile device.

Pricing starting from:

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Key benefits of InsightPro

One Centralized System - Streamlines processes & communication for staff, service techs & customers
Status Tracking, Custom Timers & Alerts - Ensures nothing falls through the cracks
Auto-Notifications & Real-Time Updates - Reduces calls & emails between office, field & customers
Easy-to-Use Platform, Simplifies Operations, Fast ROI+ Efficiency, Productivity, Accountability and Visibility
Advanced Reports & Analytics - Visibility into business performance & Insights to continuously improve quality, service & operations

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

Canada, United States

Supported Languages

English, French

Pricing starting from:

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Images

InsightPro Software - InsightPro customer service agent dashboard screenshot
InsightPro Software - InsightPro online forms for customers/dealers screenshot
InsightPro Software - InsightPro centralized claim information screenshot
InsightPro Software - InsightPro service technician assignment screenshot
InsightPro Software - InsightPro real-time work order reporting screenshot
InsightPro Software - InsightPro satisfaction survey screenshot
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InsightPro video
InsightPro video
InsightPro Software - InsightPro customer service agent dashboard screenshot
InsightPro Software - InsightPro online forms for customers/dealers screenshot
InsightPro Software - InsightPro centralized claim information screenshot
InsightPro Software - InsightPro service technician assignment screenshot
InsightPro Software - InsightPro real-time work order reporting screenshot
InsightPro Software - InsightPro satisfaction survey screenshot

Features

Total features of InsightPro: 67

  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Billing & Invoicing
  • Calendar Management
  • Case Management Software
  • Claims Management Software
  • Client Portal
  • Contact Database
  • Contract/License Management
  • Customer Database
  • Customer History
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Discount Management
  • Dispatch Management
  • Document Storage
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Eligibility Verification
  • File Storage
  • For Field Service
  • For General Contractors
  • For Manufacturers
  • Forms Management
  • Historical Reporting
  • Invoice Management
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Maintenance Scheduling
  • Mobile Access
  • Parts Management
  • Payment Collection in the Field
  • Policy Management Software
  • Product Registration
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Registration Management
  • Reminders
  • Repair Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Returns Management
  • Routing
  • Scheduling Software
  • Self Service Portal
  • Service History
  • Service Management
  • Status Tracking
  • Support Ticket Management
  • Trend Analysis
  • User Management
  • Warranty Claims Management
  • Warranty Tracking
  • Work Order Management
  • Workflow Management Software

Alternatives

Salesforce Sales Cloud

4.4
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ServiceWorks

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ServiceWorks is a cloud-based field operations management solution which provides tools for scheduling, dispatch,...

SiteOne

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#3 Alternative to InsightPro
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TradieConnect

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Reviews

Overall rating

4.8 /5
(18)
Value for Money
4.5/5
Features
4.4/5
Ease of Use
4.8/5
Customer Support Software
4.9/5

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Showing 5 reviews of 18
Jason
Overall rating
  • Industry: Building Materials
  • Company size: 501-1,000 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Extremely user friendly and easy to figure out

Reviewed on 2019-08-27

Pros

Our customer service team loves this tool because we spend a hell of a lot less time on the phones. We take far less calls now than we ever have in the time I've been here. Our department uses the automated customer surveys and my team won the competition last month for the highest satisfaction score. We incentivized high satisfaction scores and it has really improved the customer experience. And we know because it's tracked on the home page of our dashboard when we log in. There's a lot of features to this product and I was honestly surprised how quickly and easily our team was able to use it without asking questions.

Cons

I wish we had the ability to build custom reports. It's not something we need that often but when we do we export the data and run it through a spreadsheet.

Response from InsightPro

Thank you so much for taking the time to review InsightPro. We always appreciate the positive feedback from our customers! If you have suggestions on the types of new reports and data you'd like to see, please let us know by sending an email to [email protected] We're thankful for your support and would be happy to discuss providing more data and analytics that are relevant to all of our customers.

Verified Reviewer
Overall rating
  • Industry: Building Materials
  • Company size: 51-200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Great tool for manufacturing companies!

Reviewed on 2019-06-28

Our experience was extremely positive with InsightPro from the start. Their team is so awesome....

Our experience was extremely positive with InsightPro from the start. Their team is so awesome. They even came out to our office to show us the product and help get us started. One of the biggest reasons we wanted to start using this platform was to improve our team's communication. This has helped all of our customer service representatives have more information when talking to customers and providing updates.

Pros

InsightPro is a tool truly built for window and door manufacturers. We absolutely love the online claim forms that were built on our website. They allowed customers to start a new warranty claim and our team got notified when a new online form came in. It kept us from having to retype the customer's information multiple times and made things so much easier. I really liked how we were able to receive photos directly from the customer and that they were automatically stored under the customer history section so that we could always go back and reference them if needed. There's so much more I could go on about that made my job easier.

Cons

The only thing I can think of that I wish the software had is more dashboards. There's a ton of reports that are really helpful but I like being able to see charts and graphs. Would be cool if this was incorporated.

Alternatives Considered

Salesforce Sales Cloud

Response from InsightPro

Thank you so much for taking the time to review InsightPro. We love hearing positive feedback from our customers! If you have suggestions on the types of dashboards you'd like to see, please let us know by sending an email to [email protected] We appreciate your support and would be happy to discuss providing more data and analytics that are relevant to all of our customers.

Antoine
Overall rating
  • Industry: Construction
  • Company size: 201-500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

KP Windows

Reviewed on 2020-11-20

great service and very useful tool

great service and very useful tool

Pros

The ease of communication it provides our business.
We use this software to coordinate our after sales services for windows. It allows our multiple clients to easily create after sales services we can then process and assign to out repair techs.

Cons

It would be great if we could process more than one issue per case file to accurately get metrics back from the software to give feedback to our production team. currently if a customer has multiple issues with a product we can only report one issue. We would have to create multiple cases per client if we wanted to record all issues on a window unit.

Response from InsightPro

We appreciate your feedback! It's rewarding to know that InsightPro has made communication and the overall process easier for your customers, field service techs and office staff.

We continuously enhance our software based on suggestions like yours! A key goal when creating this software was to ensure Visibility with meaningful reporting, driven by built-in analytics (not canned reports). We are excited to hear that your teams find value in using these to monitor & improve business performance! We recently released 2 new report features and have the multi-issue metrics on the upcoming development list. Feel free to reach out to us with suggestions.

Marie
Overall rating
  • Industry: Building Materials
  • Company size: 201-500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

InsightPro to make your day easier

Reviewed on 2020-12-03

Overall, the experience has been very positive with InsightPro for tracking our claims thru a...

Overall, the experience has been very positive with InsightPro for tracking our claims thru a specific process and for gathering feedback; I would only suggest a few tweaks to make it even better.

Pros

I like the fact that InsightPro is customizable to what our organization needs. As we have continued to use it, we have found more applications and have continued to be able to customize it it specific to our programs.

Cons

The communication with customers thru "sharing" in e-mail could use a little improvement. We have found a number of instances where documents, etc. were sent, but the customer did not receive the e-mail and we did not have a way to verify receipt so we were not aware. It left an issue to extend beyond normal time while we were waiting for a response from a customer who never received the request.
Additionally, customers are able to provide a review after their claim is complete, but we only receive notice of the review if it falls below a certain threshold/ rating. We would like to have visibility of all reviews so we can view the positive as well as the negative to learn how to improve our customer experience.

Response from InsightPro

Thank you for your honest feedback. It's fantastic to hear that InsightPro helps your team track claims and provides an organized process.

We appreciate your reaching out so we could resolve the email issue and help with navigating to where the customer reviews are stored. We'll make some enhancements to make navigation & tracking even better. Thank you for being a valued customer!

Kenny
Overall rating
  • Industry: Wholesale
  • Company size: 51-200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

Hassle Free

Reviewed on 2020-09-18

Overall it is worth it and it deliveries results that allow less hassle on gathering information....

Overall it is worth it and it deliveries results that allow less hassle on gathering information. Great product

Pros

This product lets you build cases for your technicians exactly how you would like them to see it. I like the feature of attaching important document for specific jobs so your technicians can view them on their mobile device to better help understand details on the jobs. I also like that you can assign more than one technician to an individual job so each of those techs get notifications allowing them to see customer information and job details. This is a great platform for small to large industries looking to keep track of Service or work orders and get the information back as they are at the job.

Cons

If there was anything that I would dislike, it would be that sometimes it does not allow all the photos the technicians attach to properly upload.

Response from InsightPro

Thank you for sharing your experience with our warranty & field service management software. It's great to hear that the work order & scheduling features have streamlined communication between your field service techs & office staff.

Thank you for contacting us when the tech had an issue with their mobile device not uploading photos, we are glad their issue was resolved. Contact us anytime, our support team is always happy to answer questions and provide technical assistance.

Showing 5 reviews of 18 Read all reviews

InsightPro FAQs

Below are some frequently asked questions for InsightPro.

InsightPro offers the following pricing plans:

  • Starting from:
  • Pricing model: Subscription
  • Free Trial: Not Available

Contact InsightPro for pricing information.

InsightPro has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

InsightPro supports the following languages:

English, French

InsightPro supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

We do not have any information about what integrations InsightPro has

InsightPro offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat

Related categories

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