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InsightPro vs Documoto Comparison

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Overview

InsightPro is a sales, installation and warranty management software designed to help manufacturers streamline and manage...

Documoto, a SaaS-based product, is specifically designed for equipment manufacturers that have complex content management...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

Starting from

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.8

5

4

3

2

1

14

4

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

4.7

5

4

3

2

1

9

4

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

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 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.

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.

Pros

Overall experience has been wonderful. Training was done by true professionals who value their product and are ready to help anytime.

GL

Gerry L.

I would describe my overall experience with Documoto as very good. They have a knowledgeable support team and every interaction has been pleasant.

CD

Carl D.

Important customer accessibility to their machine reducing after sales calls. A very good display of the content.

SC

Samuel C.

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.

Cons

The things which I 'dislike' are more personal preferences which if we had more customization available I could fix.

BB

Brian B.

The only comment is making the "Go to Search" button more "exposed" as it tends to be overlooked and people use the global search feature which brings up more information than they may be looking for.

JR

Jason R.

When a part becomes obsolete and is replaced by more than one item, Documoto does not manage it well.

SC

Samuel C.

  • Vendor responds to reviews
  • Last reviewa year ago
  • Vendor responds to reviews
  • Last review2 months ago

Key features

  • Total features67
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Billing & Invoicing
  • Calendar Management
  • Case Management
  • Catalog Creation
  • Categorization/Grouping
  • Claims Management
  • Client Portal
  • Contact Database
  • Content Library
  • Content Management
  • Contract/License Management
  • Cross Selling Functionality
  • Customer Database
  • Customer History
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Data Import/Export
  • Data Storage Management
  • Data Synchronization
  • Database Publishing
  • Discount Management
  • Dispatch Management
  • Document 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
  • Inventory Management
  • Invoice Management
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Layout & Design
  • Maintenance Scheduling
  • Merchandising
  • Mobile Access
  • Multi-Channel Management
  • Multi-Language
  • Online Catalog
  • Order Entry
  • Parts Management
  • Payment Collection in the Field
  • Policy Management
  • Pricing Management
  • Product Catalog
  • 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
  • Search/Filter
  • Self Service Portal
  • Service History
  • Service Management
  • Shopping Cart
  • Status Tracking
  • Support Ticket Management
  • Tagging
  • Templates
  • Third Party Integrations
  • Trend Analysis
  • User Management
  • Version Control
  • Warranty Claims Management
  • Warranty Tracking
  • Work Order Management
  • Workflow Management
  • eCommerce Management
  • Total features35
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Billing & Invoicing
  • Calendar Management
  • Case Management
  • Catalog Creation
  • Categorization/Grouping
  • Claims Management
  • Client Portal
  • Contact Database
  • Content Library
  • Content Management
  • Contract/License Management
  • Cross Selling Functionality
  • Customer Database
  • Customer History
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Data Import/Export
  • Data Storage Management
  • Data Synchronization
  • Database Publishing
  • Discount Management
  • Dispatch Management
  • Document 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
  • Inventory Management
  • Invoice Management
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Layout & Design
  • Maintenance Scheduling
  • Merchandising
  • Mobile Access
  • Multi-Channel Management
  • Multi-Language
  • Online Catalog
  • Order Entry
  • Parts Management
  • Payment Collection in the Field
  • Policy Management
  • Pricing Management
  • Product Catalog
  • 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
  • Search/Filter
  • Self Service Portal
  • Service History
  • Service Management
  • Shopping Cart
  • Status Tracking
  • Support Ticket Management
  • Tagging
  • Templates
  • Third Party Integrations
  • Trend Analysis
  • User Management
  • Version Control
  • Warranty Claims Management
  • Warranty Tracking
  • Work Order Management
  • Workflow Management
  • eCommerce Management

Integrations

  • Total integrationsN/A
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Magento Commerce
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • Total integrationsN/A
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Magento Commerce
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier