Feature

Fast to audit, even faster to share

If you'd like to share the audit report with prospects and clients with our flexible sharing options designed to slot into your workflow.

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Audit expiry

Create demand with a time limited audit link

Want to drive urgency with your prospects? Send an audit with a time limit to open, meaning you can encourage your prospects to prioritise their report while your service solutions are fresh in their minds.

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Automation

Schedule automated audits to
keep you and your clients up to date

By scheduling repeat audits, you can keep up to date with scores and changes in your prospect or client’s online presence. You'll just need to decide how to send it.

Export your audit 
to PDF

Say goodbye to endless editing and exporting of PowerPoints or documents. Export your fully white-labelled audits to PDF effortlessly with one-click within the platform.

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Get notified with audit report links

With an Insites weblink, you can send your prospects and clients links to your branded audit online. Better yet, you’ll get notified once they’ve opened it, helping you to gauge their interest and urgency.

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Send compelling AI-generated emails

Send your audits via email straight from the Insites platform, and create a compelling pitch or overview with our AI-generated email creator.

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Add your contact info

Calls to action that drive action from your prospect

Within reports and proposals, you can include a contact photo, custom details, and a "book a meeting" link so they can easily get back in touch.

An example CTA banner that could be added to an Insites audit - it says

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.

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Local Grid

A snapshot of local competitors live on the map.

Learn about Local Grid

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Competitor Analysis

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


Learn about Competitor Analysis

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Audit Designer

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

Learn about Audit Designer

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“Without a doubt, this is one of the most important sales tools in our sales reps’ hands. By using Insites, sales reps have the confidence that they can convert a business lead into a paying customer more easily.”

A man with a beard is smiling in a circle.

Christian Descher

Head of Product Management, Herold

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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.

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