InsightPro Pricing, Features, Reviews & Comparison of Alternatives

InsightPro

Sales, installation & warranty management software

5.0/5 (4 reviews)

InsightPro overview

InsightPro is a sales, installation and warranty management software designed to help manufacturers streamline and manage the overall warranty claims process, from beginning to end, with tools for quotes, invoices, customer management, claims management, purchase orders, real-time reporting, and more.

To help users with warranty and field service management, InsightPro supports role-based dashboards, online claim forms, a service scheduler, and dealer portal. 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.
www.insightpro.com

Pricing

Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada

Supported languages

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

InsightPro reviews

Excellent
4

Very good
0
Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.7
  4.8
  4.8
  4.7
Anonymous

Great tool for manufacturing companies!

Used daily for 6-12 months
Reviewed 2019-06-28
Review Source: Capterra

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.

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 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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

Minimize review

Jason Simmss

Extremely user friendly and easy to figure out

Used daily for 6-12 months
Reviewed 2019-08-27
Review Source: Capterra

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 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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

Tammy Sanders

Overall view on InsightPro

Used daily for less than 6 months
Reviewed 2019-11-11
Review Source: Capterra

I just love the InsightPro and all of the information you can add and customize. It has 99% of everything for our needs.

Pros
It is the most user friendly program I have used in my 20 years. I have used many databases in my career, including ACT! and CRM Dynamics and the InsightPro is the easiest and most user friendly I have ever used. One of the best things is the custom-ability of it - you don't have to fill out fields that are not helpful to you and you can arrange it so that you can run any report needed.

Cons
While you can send emails to a customer with a claim, you cannot add an attachment unless you upload it into a "Resource" folder. As our attachments are made for the individual, it is not really a resource that can be sent to anyone else.

Response from InsightPro


Thank you Tammy for your valuable feedback!
We are so happy that InsightPro is making a positive impact on your business and makes your work day easier! It's awesome every time we hear that we are the solution for 99% of our customer's needs!

We appreciate receiving suggestions that will enhance your experience using InsightPro! The feature you're describing exists under the attachment tab, however we would like to learn more about other areas you would find this feature useful. We will contact you directly. Thank you for your honest assessment and helping us continuously improve InsightPro.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

Raj Sharma

Research is easy now

Used monthly for less than 6 months
Reviewed 2019-08-23
Review Source: Capterra

Pros
This is a program which allows you to understand your business better and find platforms for improving. You May do the relationship between sales or any factor of your business to see how it is affected and then the program does while researching and analyzing for you!

Cons
Sometimes customer support could be hard for this!

Response from InsightPro


Hi Raj,
Thank you so much for taking the time to provide some feedback; we appreciate the kind words! If you have suggestions on how we could address providing better customer support going forward please let us know by sending an email to info@insightpro.com. We'd love to make it easier for our customers to get the help and resources they need.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 8/10

Minimize review

InsightPro pricing

Pricing options
Subscription
View Pricing Plans

Contact InsightPro for pricing information.

InsightPro features

Activity Dashboard
Automatic Notifications
Invoice Management
Real Time Reporting
Reporting & Statistics
Workflow Management

API (539 other apps)
Activity Tracking (276 other apps)
Audit Trail (257 other apps)
Auditing (312 other apps)
Compliance Management (289 other apps)
Custom Fields (229 other apps)
Customizable Reporting (339 other apps)
Data Import/Export (313 other apps)
Document Storage (251 other apps)
Inventory Management (307 other apps)
Inventory Tracking (262 other apps)
Monitoring (237 other apps)
Real Time Data (285 other apps)
Third Party Integration (303 other apps)

Additional information for InsightPro

Key features of InsightPro

  • Alerts/Notifications
  • Claim Resolution Tracking
  • Customer Management
  • Dispatching
  • Electronic Claims
  • Eligibility Verification
  • File Storage
  • Notes
  • Online Payment
  • Paper-Based Claims
  • Product Registration
  • Repair Management
  • Reporting/Analytics
  • Role-based dashboards
  • Scheduling
  • Service History Tracking
  • Warranty Claims Management
  • Warranty Tracking
View All Features