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1 Level
1292 Review
43 Karma

Review on InsightSquared by Hesham Peltier

Revainrating 4 out of 5

Great Customer Service - Detailed Reporting

The best part about Insights is that it gives us all of our data in one place so we can see what customers are doing with their accounts from start to finish. This tool has helped me tremendously by giving me detailed reports for each account I manage. They also provide excellent customer service when needed via email or phone calls which was very helpful as well! No dislike at this point. We use insight squared to track everything regarding my accounts including ACH deposits/payments, check payments, credit card transactions etc.

img 1 attached to InsightSquared review by Hesham Peltier



Pros
  • It also does the calculations for me so I can easily see what my revenue is and how close I am to my budget as well as how many accounts I am short for the year
Cons
  • There is nothing about this software that I dislike