Navigate customer information quicker using a single screen or search for a customer’s past purchases to view any and all jobs related to them in the system.
Customer
Management
Easily find your customer's information and know what needs to be done next
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Customer Management
Centralized Customer Information
Customer Management
Customer History
Improve your team’s visibility through customer history to stay on top of the work you’ve completed for each customer in the past, and projects that may be needed in the future.
Customer Management
Notes, Attachments & Payment History
Ditch the post-it notes and keep them all on InsightPro. Make notes related to a specific job and set a follow up reminder. Notes never disappear, providing access to more information and improving transparency across departments.
Features Designed Specifically For Your Industry
Your turn to impress
your customers
It's the software that YOU would create...only better
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