Activity Manager INSYTE activities lift the productivity of staff and managers. Properly implemented, it eliminates ad hoc planning of ‘what-to-do-next,’ or repetition of futile exercises in ‘getting things done’. INSYTE shows your next Actions on the Opening screen (‘Home Screen’) of the Activity Dashboard. All required Actions concerning Clients or Operations are in one place and are one click away from action.
The INSYTE Activity Manager automatically links activities to specific opportunities and monitors and reports on all activities connected to a specific opportunity.
“Single-click” access to next activities while entering a current sales, service and account management activity.
Generates single-click access to all related issues and information while entering client activity.
Creates activities for the user and other individuals assigned to undertake an activity.
Provides single-point access to all company activities, data, records and communication for each user requiring it.
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