Insyte Editions, Pricing and Features
RTL Wholesale
- Partner with Accent Software and change your industry
Cloud Essentials
- Get up and running with mobile quoting business solution
Cloud Business
- Add configure price quote technology and much more
Cloud Professional
- Coming soon. We’re working on it
On Premise Enterprise
- On premise solution with all the Cloud Enterprise features
Compare Insyte Editions and Features
Manage Leads Better | Cloud Essentials | Cloud Business | Cloud Professional | On Premise Enterprise |
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Lead Management |
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Lead Assignment and Routing |
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Web-to-Lead Capture |
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Trade Show Lead Capture |
2 | |||
Mass Email |
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Duplicate Blocking |
Address, Phone, Email | Address, Phone, Email | Address, Phone, Email | Address, Phone, Email |
Marketing and Campaign Management |
Limited – Lead Source | Limited – Lead Source | Limited – Lead Source | |
Email Templates |
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Scheduling – Geo-Coding/Google Maps |
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Customer Relationship Management (CRM) | Cloud Essentials | Cloud Business | Cloud Professional | On Premise Enterprise |
Account and Contact Management |
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Opportunity Management |
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Customisable Sales Process |
Limited – Lead Source | |||
Sales Teams |
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Multi locations/Business units |
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Task and Activity Management |
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Calendar Sync to Phones |
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Sales – Quoting | Cloud Essentials | Cloud Business | Cloud Professional | On Premise Enterprise |
Online Mobile Quoting |
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Full Offline Mobile Quoting |
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Customers Online Acceptance |
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Customer Mobile SMS Acceptance |
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Calendar |
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Ordering, Manufacturing | Cloud Essentials | Cloud Business | Cloud Professional | On Premise Enterprise |
Wholesale Ordering | ||||
Inventory | ||||
Cut Sheets | ||||
Manufacturing Tracking | ||||
Custom Manufacturing Process | ||||
Barcode Scanning | ||||
Labels | ||||
Online Ordering | ||||
Blinds and Curtains Configure, Price, Quote (CPQ) | Cloud Essentials | Cloud Business | Cloud Professional | On Premise Enterprise |
CPQ Quoting |
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CPQ Ordering |
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Parts |
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Products and Pricing |
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Fabric Library |
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Reports | Cloud Essentials | Cloud Business | Cloud Professional | On Premise Enterprise |
Dashboards |
Y-Limited. KS to define | |||
Create Dashboards |
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Service and Installations | Cloud Essentials | Cloud Business | Cloud Professional | On Premise Enterprise |
Installer Job Costing |
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Installer Timing |
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Installer Customer |
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Installer Checkmeasure |
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Appointments |
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Integration | Cloud Essentials | Cloud Business | Cloud Professional | On Premise Enterprise |
Microsoft Word |
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Microsft Excel |
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Xero |
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Insyte to RTL |
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Support | Cloud Essentials | Cloud Business | Cloud Professional | On Premise Enterprise |
Online Help | ||||
Online Case Submission | ||||
Online Training (2 x 1/2hr per month) | ||||
EST 9am-5pm Phone support | $ | |||
Configuration Services | $ | $ | $ | $ |
Extend hours support | PAO$ | PAO$ | PAO$ | |
Training/Play Site | ||||
Software Customisation | Cloud Essentials | Cloud Business | Cloud Professional | On Premise Enterprise |
Development and customisation maintaining unique system version |

Insyte Software Screenshots

Configure Price Quote Module
Simply sell complex products in the window furnishing industry with Insyte CRMWindow Furnishing Industry
Focus on customers
not on complex time consuming
product configuration quoting

Mobile Sales App
Sell on mobile devices, anywhere, anytime with Insyte CRM for the window furnishing industry.Mobile Sales App
Win more deals and grow faster.
Collaborate as a team and track
Results in real time.

Opportunity Manager
Manage customers, intelligently provide customer with the right deal.Opportunity Manager
Sing view of all quotes
Sales forecasting
Insights on potential revenue
Contact us now for more information or a free demonstration
Insyte, Software for the Made to Order Industry

Feature List
Dashboards
Customer Relationship Management
Sales lead scheduling and optimisation
Territory management
Quoting
Order/Job management
Customer self service
- Quote/order management
Automation
Blinds and Curtains configurator
Installers and job scheduling
Supplier order management
Wholesale online ordering
Debtors
Manufacturing tracking
Inventory
Customer service
Document management
Campaign & sales reporting
API integration