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Insight Business Management

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Last updated on

Company health

Employee growth
48% increase in the last year

Ratings

G2
4.2/5
(3)

Insight Business Management description

Insight Business Management is a comprehensive software designed to handle all the administrative needs of your mid-sized company. This customizable system integrates CRM, project management, inventory control, order processing, and invoicing into one platform. This allows you to streamline your operations, track sales and project progress, manage customer information, and maintain control over your inventory. Insight Business Management is designed to be flexible and adapt to your specific business processes, making it suitable for various industries.


Who is Insight Business Management best for

Insight Business Management is a comprehensive software solution designed for mid-sized companies. It integrates CRM, project management, inventory control, and invoicing into one platform. This streamlines operations, tracks sales, manages customer data, and maintains inventory control. Insight Business Management adapts to specific business processes, making it suitable for various industries.

  • Ideal for mid-sized businesses (101-1000 employees), offering limited suitability for larger enterprises.

  • Designed to adapt to various industries, streamlining operations for diverse business needs.


Insight Business Management features

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Insight provides a central hub for customer data, including transaction history and related details.

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Insight offers tools to manage sales leads, generate quotations, and access real-time customer profiles to improve sales effectiveness.

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Insight's scheduling system integrates job information, employee leave, and activities into various calendar and schedule views.

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Insight's task management system allows tracking business transactions as tasks, with status updates and assignments for clear delegation and progress monitoring.

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Insight provides robust document management features to attach and organize documents linked to customers, suppliers, tasks, and projects.

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Insight enables tracking company assets, assigning them to staff, and maintaining detailed service and maintenance records.

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Insight's customizable dashboards offer real-time insights into critical business performance metrics.


Insight Business Management alternatives

  • Logo of SAP Business One
    SAP Business One
    Better fit for smaller businesses. More established, with significantly more reviews and a larger user base. Consider this SAP Business One alternative if ease of implementation is a top priority. It has a higher implementation cost and may have a less user-friendly interface.
    Read more
  • Logo of OneHash CRM
    OneHash CRM
    More suitable for smaller businesses. Has a CRM focus, not full business management. Faster growing Insight Business Management alternative. Users love the integrations and ease of use, but dislike the learning curve.
    Read more
  • Logo of QuickBooks Desktop Enterprise
    QuickBooks Desktop Enterprise
    Better fit for established companies needing accounting software. More established, with significantly more reviews and users. Offers payroll features and strong accounting functionalities, but users report issues with data backups and payroll processing.
    Read more
  • Logo of Goals.com
    Goals.com
    More sales-focused CRM. Better fit for small to medium businesses with a strong sales focus. Higher rated Goals.com alternative.
    Read more
  • Logo of Perfectum
    Perfectum
    Better for smaller businesses. Offers more flexible pricing with one-time purchase options. Insight Business Management is growing faster.
    Read more
  • Logo of SIX ERP
    SIX ERP
    Better fit for businesses of all sizes. Offers a straightforward pricing model with a single annual license.
    Read more

Insight Business Management FAQ

  • What is Insight Business Management and what does Insight Business Management do?

    Insight Business Management is a customizable software solution for mid-sized companies. It integrates CRM, project management, inventory control, and order processing to streamline operations and improve efficiency. It offers real-time dashboards, reporting, and document management capabilities.

  • How does Insight Business Management integrate with other tools?

    Insight Business Management integrates CRM, project management, inventory control, order processing, and invoicing into one platform. It offers tools for sales lead and quotation management, scheduling, task management, document management, and asset management. It also provides real-time dashboards and reporting.

  • What the main competitors of Insight Business Management?

    Alternatives to Insight Business Management include SAP Business One, OneHash CRM, QuickBooks Desktop Enterprise, Goals.com, Perfectum, and SIX ERP. These competitors offer similar features such as CRM, project management, and financial tools, catering to various business sizes and industries.

  • Is Insight Business Management legit?

    Yes, Insight Business Management is a legitimate software solution. It's designed for mid-sized companies looking to integrate CRM, project management, and other administrative tasks. Reviews on G2 give it an average 4.2/5 rating, suggesting it is safe and reliable.

  • How much does Insight Business Management cost?

    I couldn't find pricing details for Insight Business Management. Contact the vendor directly to determine if Insight Business Management is worth the investment for your business needs.

  • Is Insight Business Management customer service good?

    There is no customer service information available for Insight Business Management.


Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.