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Ratings and Reviews 3 Ratings
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What is Insight Business Management?
Insight is crafted to not only sustain but also enhance your customer database with efficiency. By having immediate access to all customer transactions and essential details, you can seamlessly build customized databases that provide deeper insights into your clientele. It allows for the connection of documents to both the clients and their respective transactions, which keeps all significant information well-structured. This capability positions Insight as an excellent tool for optimizing new lead generation as well as maximizing the sales opportunities of your current customer base. With the ability to profile clients and access crucial information in real-time, you secure a distinct competitive edge in your sector. Furthermore, Insight includes a powerful scheduling feature that integrates all corporate activities—ranging from job specifics to employee leave—into a variety of calendar and scheduling formats. Central to the software is its focus on task management, enabling you to record all business dealings as tasks, ensuring clarity in responsibilities for everyone involved. With the efficient use of statuses and task designations, you can proficiently manage delegation within your team, guaranteeing that no aspect is neglected. The enhanced communication and organization facilitated by Insight will inevitably boost productivity and elevate client satisfaction levels. In this ever-evolving business landscape, maintaining this level of efficiency is crucial for sustained success.
What is BizAutomation?
BizAutomation streamlines every aspect of your business without resorting to the typical "Good, Better, Best," "Sell by the App," or "Teaser Pricing" tactics that are often seen with major tech companies today.
If this concept resonates with you, consider exploring our cloud business suite, which stands out as the most all-encompassing solution in the market. It features a range of functionalities including operations management, ERP, order management with shipping and fulfillment, procurement, accounting (eliminating the need for QuickBooks), warehouse management, inventory management, eCommerce, MRP, and workflow automation, all integrated into one cloud suite tailored specifically for emerging small businesses.
As a transparent, family-owned software company based in the U.S., we uphold traditional values and actively engage in ensuring our customers' success, positioning ourselves as advocates who prioritize our customers over mere consulting partnerships.
If you operate as a wholesale distributor, retailer, or run a shop floor for assembly or manufacturing—or even a blend of these roles—you may discover that we are the ideal solution for your business needs. In addition, our commitment to excellence ensures that every client receives dedicated support tailored to their unique challenges and aspirations.
Integrations Supported
Google Calendar
Microsoft 365
Microsoft Excel
Microsoft Power Automate
eChannelHub
Integrations Supported
Google Calendar
Microsoft 365
Microsoft Excel
Microsoft Power Automate
eChannelHub
API Availability
Has API
API Availability
Has API
Pricing Information
$25 per user per month
Free Trial Offered?
Free Version
Pricing Information
$79.95/month/user
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Scotia Software
Date Founded
2005
Company Location
United Kingdom
Company Website
www.binarytechnologies.co.uk/index.php/business-management-software/
Company Facts
Organization Name
BizAutomation
Date Founded
2003
Company Location
United States
Company Website
www.bizautomation.com
Categories and Features
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration
Categories and Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
Commission
Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Demand Planning
Capacity Planning
Data Visualization
Historical Reporting
Inventory Optimization
Planned vs Actual Tracking
Product Introduction Planning
Promotions Management
Replenishment Management
Sales Forecasting
Supply Forecasting
Dropshipping
Analytics / Reporting
Customer Service Management
Order Management
Price Optimization
Product Information Management (PIM)
Shipment Tracking
Sourcing Management
Supplier Management
eCommerce Integration
eCommerce
CRM
Catalog Management
Channel Management
Customer Accounts
Data Security
Email Marketing
Inventory Management
Kitting
Loyalty Program
Mobile Access
Multi-Store Management
Order Management
Product Configurator
Promotions Management
Returns Management
Reviews Management
SEO Management
Shopping Cart
Templates
ERP
Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management
Inventory Management
Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management
Multi-Channel eCommerce
Catalog Management
Channel Management
Data Synchronization
Email Marketing
Inventory Management
Marketplace Integration
Mobile Commerce
Order Management
Promotions Management
Returns Management
SEO Management
Shopping Cart
Social Commerce
Online Ordering
Integrated Gift Cards
Menu / Product View
Mobile Ordering
Push Notifications
Reporting / Analytics
Rewards / Loyalty Program
Secure Payment Processing
Store Locator
White-Label
Order Entry
Back Order Management
Customer Database
Inventory Management
Order Fulfillment
Order Management
Real Time Order Entry
Remote Order Entry
Shipping Management
Warehouse Management
Order Fulfillment
Choose Shipping Service
Global Shipping
Inventory Management
Multi-Channel Support
Order Management
Production Logistics
Recycling
Returns Management
Supply Chain Management
eCommerce Integration
Order Management
Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management
Procurement
Asset Management
Auction Management
Bid Management
Budget Management
Catalog Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Receiving
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management
Shipping
Air Shipping
Bills of Lading
Container Shipping
Freight Shipping
Ground Shipping
Import / Export
Ocean Shipping
Parcel Shipping
Quotes / Estimates
Shipment Tracking
Warehouse Management
Warehouse Management
3PL Management
Barcoding / RFID
Category Customization
Channel Management
Demand Planning
Inventory Management
Location Control
Order Management
Purchasing
Quality Control
Receiving / Putaway Management
Returns Management
Shipping Management
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration