This is your compare tray

Apps you want to compare will be listed here. Launch a head to head comparison at any time.

InsightPro  Logo
InsightPro

Sales & installation, warranty & field management software

visit website

InsightPro Pricing, Features, Reviews and Alternatives

InsightPro product overview

What is 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.

Key benefits of using 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
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

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

Training options

Webinars
In Person
Live Online
Documentation
Videos

InsightPro pricing information

Value for money

4.5

/5

18

Starting from

ic-pricetag

No pricing info

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

InsightPro features

Functionality

4.4

/5

18

Total features

67

3 categories

Most valued features by users

Alerts/Notifications
Activity Dashboard
Reporting & Statistics
Reporting/Analytics
Customizable Reports
Workflow Management
Data Import/Export
Real Time Data

Functionality contenders

InsightPro users reviews

Overall Rating

4.8

/5

18

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.22/10
Rating distribution

5

4

3

2

1

14

4

0

0

0

Pros
Overall it is a good system. I have worked with many CSM over the years and this was easy to pick up on still has some developmental needs but great product.

SW

Suzanne W.

The Insight team is very helpful and has always responded promptly with any issues that I had in getting them resolved. They made the experience much better.

SB

Sarah B.

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.

MI

Marie I.

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.

KS

Kenny S.

Weekly email updates that were automatically sent out, being able to schedule one job for multiple techs without having to create another work order.

JB

Jesse B.

While you can send emails to a customer with a claim, you cannot add an attachment unless you upload it into a "Resource" folder.

TS

Tammy S.

Overall rating contenders

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Extremely user friendly and easy to figure out

Reviewed 3 years ago
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.

Vendor response

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 info@insightpro.com. 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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Great tool for manufacturing companies!

Reviewed 3 years ago

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.

Vendor response

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 info@insightpro.com. We appreciate your support and would be happy to discuss providing more data and analytics that are relevant to all of our customers.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

KP Windows

Reviewed a year ago

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.

Vendor response

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

InsightPro to make your day easier

Reviewed a year ago

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.

Vendor response

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!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Hassle Free

Reviewed 2 years ago

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.

Vendor response

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.

InsightPro FAQs and common questions

Q. What type of pricing plans does InsightPro offer?

InsightPro has the following pricing plans:
Pricing model: Subscription


Q. Who are the typical users of InsightPro ?

InsightPro has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business


Q. What languages does InsightPro support?

InsightPro supports the following languages:
English, French


Q. Does InsightPro support mobile devices?

InsightPro supports the following devices:
Android, iPad, iPhone


Q. Does InsightPro offer an API?

No, InsightPro does not have an API available.


Q. What level of support does InsightPro offer?

InsightPro offers the following support options:
Email/Help Desk, Phone Support, Chat, FAQs/Forum, Knowledge Base

Common InsightPro comparisons

Related categories