PointInsight

PointInsight provides a customizable web-based business process portal that streamlines the tasks, issues, and projects life cycle. In practice that means keeping every contact, deal and follow-up in one place so nothing slips.

Who is it for? Mostly sales teams and founders who are tired of spreadsheets. Alongside the main category they mention Business Process Automation (BPA), CRM, Project Management and Technical Support. As a mid-sized product team themselves (51 to 200 people), they tend to serve customers of a similar scale best.

PointInsight is based in Los Angeles, California. Their site is pointinsight.com.

Our checklist for this category: pipeline stages, email sync, mobile app, and what reporting costs extra. Get the renewal terms in writing before the first invoice.

If you have worked with PointInsight, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.