InsightPro

¿Quién usa InsightPro?

Product Warranty Providers: Manufacturers, Distributors, Wholesalers; Home Warranty, Hot Tubs, Home Builders, Building Materials (Windows, Doors, Decking, Vinyl, Siding)

¿Qué es InsightPro?

The only solution specifically built for manufacturers and other product warranty providers to manage the overall warranty claims process efficiently from beginning to end, including field service. The system design streamlines communication, workflows and simplifies the warranty process for office staff, service techs and your customers. Close claims faster, easier, reduce costs and boost service levels.

Información sobre InsightPro

InsightPro

https://www.insightpro.com

Fundada en 2014

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Vídeo de InsightPro
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Compara InsightPro con productos similares

Precio inicial

No disponible
65,00 US$/mes
49,00 US$/mes
29,00 US$/mes

Versión gratuita

Versión gratuita No
Versión gratuita
Versión gratuita
Versión gratuita No

Prueba gratis

Prueba gratis No
Prueba gratis
Prueba gratis
Prueba gratis

InsightPro: implementación y asistencia

Asistencia

  • E-mail/Help Desk
  • Asistencia telefónica
  • Chat

Implementación

  • Cloud, SaaS, Web
  • Android (móvil)
  • iPhone (móvil)
  • iPad (móvil)

Formación

  • En persona
  • En vivo online
  • Webinars
  • Documentación

Funcionalidades de InsightPro

  • API
  • Análisis de tendencias
  • Catalogación/Categorización
  • Control de procesos de aprobación
  • Controles o permisos de acceso
  • Creación de informes en tiempo real
  • Creación de informes históricos
  • Creación de informes y estadísticas
  • Creación de informes/análisis
  • Creación de marca personalizable
  • Datos en tiempo real
  • Flujo de trabajo configurable
  • Gestión de casos
  • Gestión de contratos o licencias
  • Gestión de descuentos
  • Gestión de expediciones
  • Gestión de facturas
  • Gestión de flujos de trabajo
  • Gestión de formularios
  • Gestión de ingresos
  • Gestión de inscripción
  • Gestión de la conformidad
  • Gestión de piezas
  • Gestión de políticas
  • Gestión de proveedores
  • Gestión de reclamaciones
  • Gestión de reclamaciones de garantía
  • Gestión de reparaciones
  • Gestión de tickets de soporte
  • Gestión de usuarios
  • Gestión del servicio
  • Importación y exportación de datos
  • Informes personalizables
  • Integraciones de terceros
  • Pagos electrónicos
  • Panel de actividades
  • Para contratistas generales
  • Para fabricantes
  • Para servicio de campo
  • Portal de autoservicio
  • Portal de clientes
  • Presupuestos y estimaciones
  • Previsión
  • Programación del mantenimiento
  • Registro de producto
  • Seguimiento de estado
  • Seguimiento de garantías
  • Seguimiento de inventario
  • Verificación de la admisibilidad
  • Visualización de datos

Lista completa de Software de gestión de garantías

  • API
  • Acceso móvil
  • Actualizaciones en tiempo real
  • Alertas y notificaciones
  • Almacen de archivos
  • Almacenamiento de documentos
  • Arrastrar y soltar
  • Base de datos de clientes
  • Base de datos de contactos
  • CRM
  • Campos personalizables
  • Cobro de pagos en el terreno
  • Creación de informes en tiempo real
  • Creación de informes históricos
  • Creación de informes y estadísticas
  • Datos en tiempo real
  • Enrutamiento
  • Estimaciones
  • Facturación
  • Firma electrónica
  • Formularios personalizables
  • GPS
  • Gestión de calendarios
  • Gestión de contratos o licencias
  • Gestión de expediciones
  • Gestión de facturas
  • Gestión de flujos de trabajo
  • Gestión de inventarios
  • Gestión de pedidos de trabajo
  • Gestión de trabajos
  • Historial de cliente
  • Historial de servicios
  • Informes personalizables
  • Integraciones de terceros
  • Integración contable
  • Modelos personalizables
  • Notificaciones en tiempo real
  • Panel de actividades
  • Presupuestos y estimaciones
  • Programación
  • Programación de tareas
  • Programación de trabajos
  • Programación del mantenimiento
  • Recordatorios
  • Seguimiento de actividades
  • Seguimiento de estado
  • Seguimiento de inventario
  • Seguimiento de tiempo en línea
  • Seguimiento de trabajos
  • Seguimiento de ubicación

Lista completa de Software de gestión de los Servicios de Campo

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Opiniones de InsightPro

Todas las opiniones

Calificación general

4,8/5

Evaluación media

Facilidad de uso 4,8
Atención al cliente 4,9
Funcionalidades 4,4
Relación calidad-precio 4,5

Evaluar software

Comparte tus experiencias con otros compradores de software.

¡Escribe una reseña!
Jason S.
Customer Service
Materiales de construcción, 501-1000 empleados
Ha utilizado el software durante: 6-12 meses
  • Valoración global
    5 /5
  • Facilidad de uso
    5 /5
  • Funcionalidades
    5 /5
  • Asistencia técnica
    5 /5
  • Relación calidad-precio
    5 /5
  • Probabilidad de recomendación
    10/10
  • Fuente de la reseña 
  • Publicado el 27/8/2019

"Extremely user friendly and easy to figure out"

Ventajas: Our customer service team loves this tool because we spend a hell of a lot less time on the phones. We take far less calls now than we ever have in the time I've been here. Our department uses the automated customer surveys and my team won the competition last month for the highest satisfaction score. We incentivized high satisfaction scores and it has really improved the customer experience. And we know because it's tracked on the home page of our dashboard when we log in. There's a lot of features to this product and I was honestly surprised how quickly and easily our team was able to use it without asking questions.

Desventajas: I wish we had the ability to build custom reports. It's not something we need that often but when we do we export the data and run it through a spreadsheet.

Respuesta de proveedores

por InsightPro el 28/8/2019

Thank you so much for taking the time to review InsightPro. We always appreciate the positive feedback from our customers! If you have suggestions on the types of new reports and data you'd like to see, please let us know by sending an email to info@insightpro.com. We're thankful for your support and would be happy to discuss providing more data and analytics that are relevant to all of our customers.

  • Fuente de la reseña 
  • Publicado el 27/8/2019
Usuario verificado
Customer Service
Materiales de construcción, 51-200 empleados
Ha utilizado el software durante: 6-12 meses
  • Valoración global
    5 /5
  • Facilidad de uso
    4 /5
  • Funcionalidades
    5 /5
  • Asistencia técnica
    4 /5
  • Relación calidad-precio
    4 /5
  • Probabilidad de recomendación
    9/10
  • Fuente de la reseña 
  • Publicado el 28/6/2019

"Great tool for manufacturing companies!"

Comentarios: Our experience was extremely positive with InsightPro from the start. Their team is so awesome. They even came out to our office to show us the product and help get us started. One of the biggest reasons we wanted to start using this platform was to improve our team's communication. This has helped all of our customer service representatives have more information when talking to customers and providing updates.

Ventajas: InsightPro is a tool truly built for window and door manufacturers. We absolutely love the online claim forms that were built on our website. They allowed customers to start a new warranty claim and our team got notified when a new online form came in. It kept us from having to retype the customer's information multiple times and made things so much easier. I really liked how we were able to receive photos directly from the customer and that they were automatically stored under the customer history section so that we could always go back and reference them if needed. There's so much more I could go on about that made my job easier.

Desventajas: The only thing I can think of that I wish the software had is more dashboards. There's a ton of reports that are really helpful but I like being able to see charts and graphs. Would be cool if this was incorporated.

Respuesta de proveedores

por InsightPro el 2/7/2019

Thank you so much for taking the time to review InsightPro. We love hearing positive feedback from our customers! If you have suggestions on the types of dashboards you'd like to see, please let us know by sending an email to info@insightpro.com. We appreciate your support and would be happy to discuss providing more data and analytics that are relevant to all of our customers.

  • Fuente de la reseña 
  • Publicado el 28/6/2019
Antoine P.
CPQ specialist (IT)
Construcción, 201-500 empleados
Ha utilizado el software durante: Más de un año
  • Valoración global
    4 /5
  • Facilidad de uso
    4 /5
  • Funcionalidades
    3 /5
  • Asistencia técnica
    5 /5
  • Relación calidad-precio
    3 /5
  • Probabilidad de recomendación
    7/10
  • Fuente de la reseña 
  • Publicado el 20/11/2020

"KP Windows"

Comentarios: great service and very useful tool

Ventajas: The ease of communication it provides our business.
We use this software to coordinate our after sales services for windows. It allows our multiple clients to easily create after sales services we can then process and assign to out repair techs.

Desventajas: It would be great if we could process more than one issue per case file to accurately get metrics back from the software to give feedback to our production team. currently if a customer has multiple issues with a product we can only report one issue. We would have to create multiple cases per client if we wanted to record all issues on a window unit.

Respuesta de proveedores

por InsightPro el 10/2/2021

We appreciate your feedback! It's rewarding to know that InsightPro has made communication and the overall process easier for your customers, field service techs and office staff.

We continuously enhance our software based on suggestions like yours! A key goal when creating this software was to ensure Visibility with meaningful reporting, driven by built-in analytics (not canned reports). We are excited to hear that your teams find value in using these to monitor & improve business performance! We recently released 2 new report features and have the multi-issue metrics on the upcoming development list. Feel free to reach out to us with suggestions.

  • Fuente de la reseña 
  • Publicado el 20/11/2020
Marie I.
Sr. Rep.
Materiales de construcción, 201-500 empleados
Ha utilizado el software durante: Más de un año
  • Valoración global
    5 /5
  • Facilidad de uso
    5 /5
  • Funcionalidades
    4 /5
  • Asistencia técnica
    5 /5
  • Relación calidad-precio
    Sin valoración
  • Probabilidad de recomendación
    10/10
  • Fuente de la reseña 
  • Publicado el 3/12/2020

"InsightPro to make your day easier"

Comentarios: Overall, the experience has been very positive with InsightPro for tracking our claims thru a specific process and for gathering feedback; I would only suggest a few tweaks to make it even better.

Ventajas: I like the fact that InsightPro is customizable to what our organization needs. As we have continued to use it, we have found more applications and have continued to be able to customize it it specific to our programs.

Desventajas: The communication with customers thru "sharing" in e-mail could use a little improvement. We have found a number of instances where documents, etc. were sent, but the customer did not receive the e-mail and we did not have a way to verify receipt so we were not aware. It left an issue to extend beyond normal time while we were waiting for a response from a customer who never received the request.
Additionally, customers are able to provide a review after their claim is complete, but we only receive notice of the review if it falls below a certain threshold/ rating. We would like to have visibility of all reviews so we can view the positive as well as the negative to learn how to improve our customer experience.

Respuesta de proveedores

por InsightPro el 23/3/2021

Thank you for your honest feedback. It's fantastic to hear that InsightPro helps your team track claims and provides an organized process.

We appreciate your reaching out so we could resolve the email issue and help with navigating to where the customer reviews are stored. We'll make some enhancements to make navigation & tracking even better. Thank you for being a valued customer!

  • Fuente de la reseña 
  • Publicado el 3/12/2020
Kenny S.
Warranty Service Manager
Comercio mayorista, 51-200 empleados
Ha utilizado el software durante: Más de un año
  • Valoración global
    5 /5
  • Facilidad de uso
    4 /5
  • Funcionalidades
    5 /5
  • Asistencia técnica
    5 /5
  • Relación calidad-precio
    4 /5
  • Probabilidad de recomendación
    8/10
  • Fuente de la reseña 
  • Publicado el 18/9/2020

"Hassle Free"

Comentarios: Overall it is worth it and it deliveries results that allow less hassle on gathering information. Great product

Ventajas: This product lets you build cases for your technicians exactly how you would like them to see it. I like the feature of attaching important document for specific jobs so your technicians can view them on their mobile device to better help understand details on the jobs. I also like that you can assign more than one technician to an individual job so each of those techs get notifications allowing them to see customer information and job details. This is a great platform for small to large industries looking to keep track of Service or work orders and get the information back as they are at the job.

Desventajas: If there was anything that I would dislike, it would be that sometimes it does not allow all the photos the technicians attach to properly upload.

Respuesta de proveedores

por InsightPro el 10/2/2021

Thank you for sharing your experience with our warranty & field service management software. It's great to hear that the work order & scheduling features have streamlined communication between your field service techs & office staff.

Thank you for contacting us when the tech had an issue with their mobile device not uploading photos, we are glad their issue was resolved. Contact us anytime, our support team is always happy to answer questions and provide technical assistance.

  • Fuente de la reseña 
  • Publicado el 18/9/2020