Automate the creation of contracts, reports, and business documents with precision and consistency. Insource’s document generation systems pull data directly from your CRM, spreadsheets, or data sources and populate your templates automatically, saving time and reducing errors.

Documents are generated and securely saved to your preferred storage system, ensuring version control and easy access across your team.

Outcome: Faster document creation, fewer errors, and streamlined workflows.

Turn disconnected data into clear, real-time insights. Insource connects multiple data sources to create intuitive dashboards that help you track performance, monitor KPIs, and uncover trends, without manual reporting.

Our dashboards present complex information in a simple, visual format so you can make confident, data-driven decisions faster.

Outcome: Clear visibility, smarter decisions, and unified reporting.

Remove the friction from meetings with AI-powered summaries that capture key discussion points, action items, and insights automatically. Your team can stay focused during meetings while follow-ups happen faster and more accurately.
We integrate meeting summaries with your existing platforms and customise outputs to suit your workflows and reporting needs.

Outcome: Better meetings, faster follow-ups, and time saved.

Simplify appointment coordination with automated scheduling solutions built using industry-leading tools. We integrate scheduling with your CRM and data systems to ensure a professional, consistent, and organised experience for both clients and staff.

From automated confirmations to reminders and follow-ups, scheduling runs smoothly in the background.

Outcome: Fewer booking issues, less admin, and improved client experience.

Modernise how you collect information from clients, staff, or stakeholders. Insource designs automated data collection workflows using custom forms and data requests that integrate directly with your CRM or data library.

Data is collected on a predefined schedule and uploaded automatically, eliminating manual follow-ups and data entry.

Outcome: Accurate data, reduced admin, and better compliance.

Create a seamless onboarding experience without the manual overhead. Insource automates onboarding workflows to collect information, generate accounts, populate CRM records, and create secure file storage automatically.

By removing repetitive setup tasks, your team can focus on building relationships and delivering a positive first impression from day one.

Outcome: Faster onboarding, consistent processes, and better engagement.