Name: Insight Business Management
Author: Arquila Business Systems Limited

Customer Success Management Training

Help Desk

Web and Video Conferencing

Customer Support

Text Editors

Development

Academic Advising

Education

Business Intelligence (BI)

Collaboration

Environmental Health and Safety (EHS)

Operational Analytics

Enterprise

Accounting

Blockchain Payments

Crypto Asset Management

Investor Relations

Merger and Acquisition

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employer of Record (EOR)

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Data Fabric

Database Performance Monitoring

Edge Computing

Email Encryption

Endpoint Security

Fraud Detection

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

Master Data Management (MDM)

Network Behavior Analysis

Network Operating Systems

Network Performance Monitoring

NoSQL Databases

Observability

Software Composition Analysis (SCA)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Channel Management

Content Management

Email Marketing

Gamification

Local Marketing

Marketing Automation

Screen and Video Capture

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Marketing

Project Management

Professional Services

Customer Communication Management

Customer Relationship Management (CRM)

Sales

Data-Centric Audit Protection (DCAP)

Intrusion Detection

Operational Technology (OT) Security

Security

3D Modeling

Architecture

Aviation

Chargeback Management

Chiropractic

Computer-Aided Design (CAD)

Emergency Notification

Financial Services CRM

Membership Management

Municipal

Nonprofit Fundraising

Oil and Gas

Revenue Cycle Management (RCM)

Simulation

Vertical-Specific

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Insight Business Management Software, developed by Binary Technologies Limited, is a software solution that aims to streamline and automate administrative processes for organizations of various sizes. According to the vendor, Insight is utilized by a wide range of professions and industries, including consulting, law, accounting firms, manufacturing, distribution, retail, e-commerce, service-based businesses, and construction and contracting companies.

## Key Features

**Customer and Contact Management**: According to the vendor, Insight provides tools to manage customer transactions, create custom profiles, and attach relevant documents.

**Sales Leads & Quotations**: The vendor claims that Insight allows users to manage leads, generate rapid quotations, track sales performance, and analyze sales projections.

**Scheduling and Calendars**: Insight offers a powerful scheduling system and various calendar views to efficiently manage company activities, job information, staff leave, and staff activities, as stated by the vendor.

**Job and Task Management**: According to the vendor, Insight allows users to capture all business transactions into tasks, delegate tasks, track their status, generate reports, and manage subcontractors and their assigned jobs.

**Order Processing and Fulfillment**: Insight aims to simplify order processing, minimize data re-capturing, and improve order fulfillment efficiency with integrated stock management and order tracking, according to the vendor.

**Stock and Inventory**: The vendor states that Insight provides comprehensive stock management features, including multiple warehouses, barcode scanning, and stock valuation reports, to accurately report on stock requirements and positions.

**Finance Management**: According to the vendor, Insight offers a powerful invoicing system that allows users to create invoices quickly, maintain control, and generate a full audit trail. It includes multi-currency invoicing and comprehensive invoicing reports.

**Payments and Credits**: Insight claims to provide total control over payment and credit management, allowing users to process payments and receipts, manage part payments and deposits, and generate age analysis reports, according to the vendor.

**Document Management**: The vendor states that Insight offers effective document management by linking documents directly to customers, suppliers, and transactions, with powerful searching and centralized storage.

**Mobile and Remote Access**: Insight provides mobile and remote access capabilities, allowing users to access information, manage tasks, view customer and supplier details, and perform various business functions remotely, according to the vendor.

Insight Business Management is an all-in-one business management solution with features like customer relationship management (CRM), contact management, and order processing and fulfillment capabilities.

Sage CRM is an SMB-oriented CRM platform offered in both SaaS and on-premise editions. Unlike the Sage SalesLogix product, the SaaS version is a true multi-tenant offering.

The platform offers excellent integration with Sage ERP and accounting products. It is also a good global solution and is available in many languages and is used by over 12,000 customers worldwide, with many customers in Europe.

Sage CRM (on premise)

Sage CRM (cloud)

Microsoft Dynamics 365 is a CRM providing sales, marketing, and service functionality. It is offered as SaaS and on-premise. Dynamics 365 is part of the larger Dynamics suite of business intelligence and ERP products.

Insight Business Management

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

Arquila Business Systems Limited

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Insight Business Management

Overview

What is Insight Business Management?