Feature

Audit, propose, send all in one place

Save time and reduce complexity in your processes when you create proposals within your Insites account. With in-built flexibility, you can add your products and services to tailor your proposals to your prospects.

On-brand audits

Speed up prospecting with proposal generator

Never waste time on lengthy proposal production again. Instead, create branded proposals in response to your audits and send them directly to your prospects and clients from within the Insites platform.

Automatic

Automate your proposal production

When you create your proposal from within the platform, products and services will automatically be added to your proposal based on the outcome of your audit.

Screenshot of Insites proposal generator

Prospecting

Comprehensive, fast, and on-brand proposals

Spending your sales agent's time on producing proposals that may not convert is a waste of time and money. Switch to the tool that does it all for you with just a click of a button.

On-brand proposals complete with solutions

Add your branding and service solutions to your Insites profile and start sending consistent, on-brand proposals - complete with solution descriptions and pricing.

Build trust with social proof content

Never copy and paste slides again - instead, add your case studies and reviews to Insites to automatically include them with every proposal.

Get notified when a prospect opens your proposal

Gauge buyer intent and react to prospect engagement when you send proposals via Insites alongside your audits and get notified when it’s opened.

Audit Designer

Make your audit, yours

Design audits that reflect your brand and the services you offer when you use our Audit Designer tool and white-label your audits.

Discover the power of Insites

Powerful audits,
over 70 checks to explore

Maximise conversion potential with a report that analyses your prospect’s 
entire online presence in just 60 seconds.

Local Grid

A snapshot of local competitors live on the map.

Learn about Local Grid

Competitor Analysis

Compare like-for-like analysis of up to 3 competitors.

Learn about Competitor Analysis

AI-Email Generator

White-labelled, customisable audits to tailor your reports to your services.

Learn about AI-Email Generator

A black and white logo for heise with a pencil in a square.

“We cannot thank you enough for your patience, willingness to go the extra mile and attention to detail for a very requirement-heavy partner. We also appreciate the last minute effort to get things running perfectly. What a team!”

A man with a beard is smiling in a circle.

Josephine Hutabarat

Head of Program Delivery, Reach Local

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Explore Insites for your business

Book in a call with one of our team to see how Insites can help you scale your sales team and processes.