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.
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.
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.
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
Designauditsthat 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.
“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!”
Josephine Hutabarat
Head of Program Delivery, Reach Local
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.