Benefits

Consolidated Customer Communication

Solution helps you to consolidate all customer touch points through customer life cycle through Marketing, Sales, Service, Inventory, Partner portal, invoicing, payment and APIs for 3rd party integration.

360 degree view

Solutions gives you the unified 360 degree view of your Customer, leads, opportunities and activities. Single screen manage all your communication.

Consolidated View

Instaview365 brings all in one desktop from their solution as well as from 3rd party solution by integrating with 3rd party application. System will fetch all relevant information from other application and show the same along with Instaview365 information in one desktop.

Persona Based Visibility

Solution is for every role and every goal. System helps you to build persona based logins like Marketing, Inside sales, Sales, Key Account Management, Admin, Finance and Management. You can have your own dashboards based on your role.

Analytics

Dashboards and reports are integral part for analytics to measure performance, build growth strategy & get existing customer & prospect insight.

Social Collaboration

Integrates with Social Media platform to enable users to engage with their prospects & customers in a collaborative manner in order to generate lead, service them, build customer retention and increase revenue

Why do you need
Customer Success ?

Testimonials

InstaView365 really helped us achieve our financial goals and also helped us in better management of our Company. The user-friendly design of the platform is very easy to use.

Ashutosh Nandan
Founder, WebsiteApp Company

Leaders and management can see in system and can schedule Sales forecast, Orders till date & Sales progress, proved to be very useful in managing my Startup.

Darvesh Punia
CEO, SellBuyBook
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CRM with Customer Success