The Insight Platform
Insight: CRM, Quoting, Job Management, Stock & Invoicing — One Configurable Platform
From first enquiry to final invoice, Insight follows the way your business actually operates — not a fixed workflow bolted on from outside.
See the full feature-by-feature overview18 sections, fully indexed — built to jump into or send to a colleague, not read start to finish.
The engine underneath
You don't wait on us for a new field, a new dropdown, or a new workflow
Underneath every module on this page is the same generic engine: an admin defines what a record looks like — its fields, its dropdowns, its status workflow, who it routes to — and Insight builds the form and the process from that definition. No code change, no waiting for a release. It's carried real production weight since 2007, not just a demo capability.
19 years
in continuous production since 2007
140M+
rows across our client base combined (estimated) — real production weight, not just a demo
25+
independently-toggleable behaviours per field you define
~150
built-in and bespoke reports across one deployment
One platform
Every module, fully configurable
Jump straight to a module to see how it works, with real screenshots from a live Insight system.
Customer & Contact Management
Every customer and contact in one place — full transaction history, notes, credit limits and linked documents, so nothing lives in someone's inbox. One global search reaches across all of it at once: a job number, a client name, a note, a stock item, even a phone number typed straight in, with results grouped by type so a busy day's worth of records stays fast to search through rather than slow to scroll.
- Unlimited customer & contact records
- One search across jobs, clients, notes, stock & phone numbers at once
- Credit limit tracking
- Every transaction linked back to the contact
Sales Leads & Quotations
Qualify leads, build quotes from your own pricing data, and track every opportunity through the pipeline — with the reporting to back it up.
- Lead and enquiry tracking
- Fast quote generation from real pricing
- Pipeline status tracking
- Sales performance reporting
Scheduling & Calendars
Company-wide and individual calendars — jobs, staff leave, engineer schedules — kept in sync, with Google Calendar integration and mobile access.
- Company & individual calendars
- Engineer / staff scheduling
- Task calendar auto-populated from jobs
- Google Calendar sync
Job & Task Management
Every job becomes a task with an owner, a status and a full history — so everyone knows what's expected without a status meeting.
- Task lists & delegation
- Status tracking & escalations
- Job cards on screen or as PDF
- Automatic time tracking for billing
Order Processing & Fulfilment
Orders move straight from quote to fulfilment without re-keying — stock-integrated, with dispatch notes and status tracking built in.
- Stock fully integrated
- Automatic transfer between order stages
- Dispatch notes & part-dispatch
- Linked to sales and supplier purchases
Stock & Inventory
Know your stock position at all times, across multiple warehouses, with barcode scanning and supplier integration.
- Multiple warehouses
- Barcode scanning & stock takes
- Minimum stock level alerts
- Direct API integration with suppliers
Finance, Invoicing & Payments
Generate invoices straight from orders or quotes, take payments, and keep a full audit trail — multi-currency, with statements and ageing reports built in.
- Rapid invoice generation from orders/quotes
- Automatic repeat billing
- Payments, part-payments & credit control
- Age analysis & statements
Document Management
Every file linked directly to the customer, job or transaction it belongs to — centrally stored, searchable, and access-controlled.
- Centralised, searchable storage
- Files linked to transactions, tasks & profiles
- User-level access rights
- Export documentation & customs clearance certificates, for clients trading internationally
Mobile & Remote Access
Field engineers and remote staff get real-time access to jobs, documents and schedules from their phone — no separate app to buy.
- Task lists & job management on the go
- Customer & supplier info in your pocket
- Job cards and certificates as electronic documents
- Real-time access to purchase orders & billing
What customers say
Real businesses, real results
“We have used Insight across three sites with 20 users since 2007. Its reliability and flexibility stands out, and we have not lost a minute to downtime.”
Dale Callander
Director, Ferrier Pumps
“Insight has made our business more streamlined and efficient. It's simple, easy to use, and has very low maintenance.”
Anthony Green
Director, Norbake
“Insight was selected for its simplicity and customisation ability. Some of our unique processes were configured, and now we have something no other provider could deliver.”
John Jones
Director, Commercial Cost Consultants
This is what nineteen years of production engineering looks like
It's also exactly what we bring to building something new for you — whether that's Insight configured around your business, or something built from scratch.
Tell us what you're trying to build