Features

Automation

Automated invitation process means connecting faster

Successfully connect with your customers, prospects or network by using our invitation process.

The use of automation, time-tested content and a variety of touch points significantly increases the number of meetings scheduled.

automation
online scheduling

Scheduling

Online scheduling to find the best day and time to meet

There is no going back and forth trying to match schedules.

Our integrated calendar feature allows you to connect your calendar, enter your availability and easily connect with contacts. Never worry about keeping your calendar in sync, we will do it for you.

Templates

Guided templates to get you started

Scripts and questions are available to help get you started quickly.

Whether you are looking to network, speak to customers or meet with employees one-on-one, our customizable templates help get you started with suggested scripts to follow and questions to ask. 

guided templates for consistency

The voice of your customer is a critical input to the success of your business. If you are serious about listening to your customers, you need Insightpath to help you organize the process. You won’t regret it.”

Charlie Boland

Director of Market Success, Hometown Healthcare

list of top priorities

Task Dashboard

Tasks ensure you get things done

Assign tasks to yourself or your team and track progress to completion.

Create a customizable task dashboard for each process, project or workflow. Manage opportunities, meeting tasks or larger projects.

Recording and Transcription

Listen more with meeting recording

Keep track of what was said in a meeting to verify you captured the right information.

Recording and transcription keeps an accurate representation of the conversation and makes it easy to play back and analyze.

guided templates for consistency
quantitative analytics

Analytics

Qualitative analytics to make data-driven decisions

Track data collected from meetings to analyze trends, identify issues, create new ideas and make process improvements across your organization.

Connect using our integration to keep your database synchronized.

Try it for Free

Let us show you how easy it is to organize meetings, track results and improve your business, starting now.