Solutions

Discover

Customers are able to search and discover their ideal advisor with our beautiful profile cards. Our fully configurable widgets can also be embedded to your own website.

discover

Schedule

One-click scheduling with live availability and calendar integration for each of your advisors. No more appointment clashes or back-and-forths!

schedule

Video or Phone

Offer video, phone or both options to customers. Video calls work on all modern mobile and desktop devices. No downloads required. Phone meetings take place on a secure conferencing bridge with your own dedicated phone number(s).

video or phone calling

Message

Allow customers to directly message your advisors. An optional feature for each advisor, offering a direct channel to your customers.

messaging

Answer

Allow customers to ask questions directly from your own website. Upon question approval, your advisors can respond directly. The customer will receive notifications for each response.

answer

Request

Automatically allocate the most appropriate advisor to your customers using our Request For Advice Tool. Our algorithms are configurable to best suit the requirements of your business.

request

Feedback

Request feedback from users or advisors, either automatically following each call session, or on an ad-hoc basis. Customise review forms and view results via our admin based Survey Tool.

feedback

Review

Solicit advisor reviews for each customer meeting. Display these publicly, or keep them private for management review. Additionally, solicit feedback from customers and advisors with our fully configurable Survey Tool.

reviews

MIS & Analytics

Our management dashboards give your administrators full oversight and control of your advisors and customers. View reports, approve advisors, listen to call recordings, or set up keyword & sentiment-based triggers.

MIS and Analytics

Integrate

Integrate with 1000's of apps via our Zapier integration. Add leads to your CRM systems in real-time!

Salesforce, HubSpot, Slack, Google sheets, no problem....

zapier inzite

More...

The Inzite platform offers much, much more.

Company or divisional pages/sections, custom pages, website integration, custom profile pages & fields, notification management, reminders, payment solutions, custom SEO, fully bespoke solutions...

To learn more, or to speak with our sales team, please request a demo below.