InsightPro Features

InsightPro

Sales, installation & warranty management software

4.71/5 (14 reviews)

InsightPro Feature Summary

  • 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

Competitor Feature Comparison

Activity Dashboard
Appointment Management
Approval Process Control
Assignment Management
Automatic Notifications
CRM Integration
Calendar Management
Call Center Management
Case Management
Claims Management
Client Management
Contact Database
Contact Management
Contract Management
Contractor Management
Custom Forms
Customer Database
Customer History
Customizable Branding
Discount Management
Dispatch Management
Forms Management
Inventory Management
Invoice Management
Issue Management
Job Management
Job Scheduling
Offline Access
Policy Management
Progress Tracking
Project Tracking
Purchase Order Management
Quote Management
Real Time Reporting
Real Time Updates
Reminders
Reporting & Statistics
Returns Management
Self Service Portal
Status Tracking
Survey Management
Surveys & Feedback
Timer
Trend Analysis
Work Order Management
Workflow Management
Visit WebsiteCompare App
Activity Dashboard
Appointment Management
Approval Process Control
Assignment Management
Automatic Notifications
CRM Integration
Calendar Management
Call Center Management
Case Management
Claims Management
Client Management
Contact Database
Contact Management
Contract Management
Contractor Management
Custom Forms
Customer Database
Customer History
Customizable Branding
Discount Management
Dispatch Management
Forms Management
Inventory Management
Invoice Management
Issue Management
Job Management
Job Scheduling
Offline Access
Policy Management
Progress Tracking
Project Tracking
Purchase Order Management
Quote Management
Real Time Reporting
Real Time Updates
Reminders
Reporting & Statistics
Returns Management
Self Service Portal
Status Tracking
Survey Management
Surveys & Feedback
Timer
Trend Analysis
Work Order Management
Workflow Management
Visit WebsiteCompare App
Activity Dashboard
Appointment Management
Approval Process Control
Assignment Management
Automatic Notifications
CRM Integration
Calendar Management
Call Center Management
Case Management
Claims Management
Client Management
Contact Database
Contact Management
Contract Management
Contractor Management
Custom Forms
Customer Database
Customer History
Customizable Branding
Discount Management
Dispatch Management
Forms Management
Inventory Management
Invoice Management
Issue Management
Job Management
Job Scheduling
Offline Access
Policy Management
Progress Tracking
Project Tracking
Purchase Order Management
Quote Management
Real Time Reporting
Real Time Updates
Reminders
Reporting & Statistics
Returns Management
Self Service Portal
Status Tracking
Survey Management
Surveys & Feedback
Timer
Trend Analysis
Work Order Management
Workflow Management
Visit WebsiteCompare App

InsightPro Feature Reviews

11 reviewers had the following to say about InsightPro's features:

Jason Simmss

Extremely user friendly and easy to figure out

2019-08-27

Pros

And we know because it's tracked on the home page of our dashboard when we log in.

Cons

It's not something we need that often but when we do we export the data and run it through a spreadsheet.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

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.

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Anonymous
(Building Materials company, 51-200 employees)

Great tool for manufacturing companies!

2019-06-28

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

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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

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.

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Marie Isenhour

InsightPro

2019-11-19

My overall experience with InsightPro has been positive, but it has some tweaks to be worked out.

Pros

The software allows us to track in realtime the status of contractors and their service calls, and to track non-service claims as well.

Cons

Sharing of documents, photos, etc. do not appear in the History of the claim, and sharing of multiple documents does not appear to successfully reach its e-mailed destination.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from InsightPro


Marie, thank you for taking the time to share your positive experience. We are excited that the real-time tracking of claims & field service, all-in-one system, is valuable to your organization!

We appreciate the tweaks you suggested to further improve the performance of InsightPro. We look forward to checking-in to see how these new updates (and the other additional features we recently released) are working for your team.

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Kelly Thompson

What did we do before ?

2020-01-26

[SENSITIVE CONTENT HIDDEN] is available all the time , always happy to help with any questions.

Pros

All information is in one spot. Very easy to respond to customers quickly.

Cons

Would like more automatic notifications to customers .

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from InsightPro


Kelly thank you for taking the time to share a review for us! We love to hear that your customers are having a positive experience with your ability to respond more quickly and have everything you need in one place. InsightPro is designed to ensure nothing falls through the cracks, we are happy these features are keeping everyone organized and on track. Thank you for your kind words about our level of support, your success is our success!

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Kenny Starks

Hassle Free

2020-09-18

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

Pros

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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Suzanne Williams

InsightPro streamline the process

2019-11-19

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.

Pros

The ability to keep all notes and documents in one place, reducing paper consumption. ease in sharing the information.

Cons

it would be great if there were multiple time line flags. such as a 30 day from opening and a re set when you send a follow up request.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from InsightPro


Thank you for your sharing how easy InsightPro is to learn & use to streamline warranty & field service management! We love to hear that it delivers the intended results of increasing efficiencies and reducing paper trails. We hope you like the new features and enhancements we added based on client's suggestions like yours.

Reach out to us anytime with feedback, we are always interested in making improvements that will enhance our client's experience and the post-sale service they deliver to their customers through InsightPro.

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Tracy Leonard

Awesome software

2019-12-12

Pros

I like this software for the fact that it helps break down data into several different categories.

Cons

I would say when we first came on board with insight pro all the functions were not working properly at that time. I'm not sure if it was the software or our security wall through our company that were holding things up.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from InsightPro


Tracy thank you for your review! We are glad you enjoy the robust reports that generate from the data that is captured by simply working each case from start-to-finish within InsightPro. We hope you also enjoy having the flexibility to create custom reports if needed, by using the download to CSV feature. In working with your IT team, they were able to resolve the internal obstacles that were restricting some of the functions of InsightPro, glad all is working well now!

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Tammy Sanders

Overall view on InsightPro

2019-11-11

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

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

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.

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Christopher Garrett

Awesome

2020-01-13

We use InsightPro for our warranty program here at Lowes and has been a great software to track and resolve our customers issues.

Pros

Easy to maneuver threw Easy set up for new employees Issues are taken care of quickly if something wrong with the site

Cons

nothing negative to say I wish we could use this program in our stores.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from InsightPro


We appreciate your feedback Christopher! We're pleased to hear that you enjoy the Easy set up for new employees and the user-friendly navigation to manage your warranty claims from start to finish. Our team is always happy to help if you ever need assistance.

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Mike Sousa

InsightPro

2020-09-21

Pros

This program is easy to use and well organized

Cons

What I like least about the software is that I cannot upload videos from customers

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from InsightPro


Thank you for you feedback! We always appreciate enhancement ideas, feel free to reach out to our team with suggestions. Thanks for letting us know you'd like to have video upload capability!

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Marshall Saunders

Has Made a Difference

2019-12-12

Pros

- How easy it is to use it. - Seamless Process

Cons

- I can't seem like I​ can find any. We really like the software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from InsightPro


The "easy to use" platform is one of our favorite design qualities too. This allows us to have everyone up and running in a short time (not months or years), so our clients can start experiencing the benefits and results of managing warranty claims & field service more quickly with InsightPro. It is rewarding to see the difference InsightPro makes, thank you for sharing your organization's experience of a seamless process!

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