Automate workflows and enable your sales team with digital marketing insight that plugs directly into Salesforce CRM

Our Visualforce component puts key digital marketing insights directly onto your Salesforce leads and accounts. Both Classic and Lightning experiences are supported.

Over 200 digital marketing signals are pushed directly to each lead or account in Salesforce, making it easy to perform effective segmentation and prioritisation.

Leads that come in through our lead generation audit can be fed directly into your Salesforce CRM. We also support integration using Eloqua, Pardot and Marketo.

Insites synchronises your users from Salesforce, making it easy to manage access as your workforce changes.


“Since using Insites, we have seen our conversions for leads generated to closed sales increase noticeably. Not only have our sales teams been able to convert more opportunities quickly, they have been able to generate more appointments.”

Michael Herfort
Head of New Media, Heise
Book in a call with one of our team to see how Insites can help you scale your sales team and processes.
Engage customers & sell them the right digital marketing products.
Audit millions of businesses to find your best opportunities.

Automate your sales & fulfilment processes using AI agents.
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Agency growth
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See how AI search engines like ChatGPT and Gemini recommend your clients today!
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Show SMBs how they rank for keywords across their service area on a visual map.
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Benchmark your SMB client against 4 of their competitors to uncover gaps & drive urgency.
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Skip expensive SEO tools. Get keyword suggestions instantly with search volume, difficulty and CPC data.
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Design your audit view to reflect what you sell, keeping sales conversations focused and relevant. Plus, add your branding & content blocks like FAQs, testimonials and proposal pricing.
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Skip technical tools and manual audits. Insites turns complex data into clear reports any salesperson can understand —so they can jump on prospect calls with confidence.
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Imagine if every website visitor became a qualified lead. Embed a white-labelled Insites audit on your website or marketing campaigns and generate high-quality leads.
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Automate the busywork and scale your organisation faster. Use Insites data to trigger audits, streamline workflows, and instantly identify your best prospects.
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Turn your business lists into opportunities! Upload any list, instantly audit them all, and use AI filtering to identify the best prospects to target with precision confidence.
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Want to reinforce your value with existing clients? Share visually engaging reports during check-ins that clearly showcase their progress and the impact you’re delivering over time.
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Build higher-quality websites faster with Insites. Set clear standards, give developers feedback, streamline manual checks, and use audit data to get client approvals quicker.
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Audit up to 10,000 SMBs in one go. Insites analyses 70+ digital marketing signals to help you identify qualified leads and power smarter marketing campaigns.
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Stop shooting in the dark! Upload a list, we scan for 200+ signals, and you use AI filtering to find the best opportunities that match your sales goals.
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Make it easy for your SMB clients to stay on top of their online presence via an app under your brand. When they get alerted by gaps, it creates new revenue for you!
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Want to give prospects something personalised? Embed the Insites lead generation widget into your website to attract visitors and convert them into qualified leads.
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Connect Insites with Zapier to automatically trigger audits, update your CRM, or create workflows — so you can turn insights into action without lifting a finger.
Sync Insites with your CRM to automatically update customer profiles — helping your team spot the best opportunities and keep every prospect on track without anything slipping through the cracks.
Don’t build workflows without the strongest data. With Insites, you get 200+ verified signals per business, so your AI and automations always have the insights they need to work effectively.

Generate new on-brand websites for any SMB in seconds! With Duda and Insites, spot gaps, lead conversations with urgency, and instantly show clients the website they could have—impressing them and closing deals faster.
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Connect Insites MCP to your favourite LLMs like ChatGPT and Claude and turn AI into a sales assistant. Find the best prospects, run audits, and generate personalised emails without leaving the interface, with suggestions tailored to the solutions you sell.
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Yell uses Insites to boost sales confidence with their non-technical sales team and reduce build time on their websites by 20%.
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Gargle doubled the size of their digital marketing agency by using Insites to boost confidence with their non-technical sales reps.
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Insites helped Robin increase their average order value by 46%, and after implementing the lead generation widget, they generated 500 new leads each month.
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By using Insites website audits, Consumr Buzz increased their ARPA and turned data-driven insights into a 40% boost in website sales.”
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Everything you need to sell & market digital solutions with confidence. We report on the latest industry trends and updates in SEO, AIO and Local Search.
Discover practical tips and advice for what it takes to have an AI-ready website and help your local business clients rank in AI search engines like ChatGPT, Gemini and Perplexity.
After working with hundreds of top digital marketing providers worldwide, our competitor playbooks reveal what sets the fastest-growing agencies apart and how they build sales processes that work.
Is your client's online presence being recommended in AI search engines like Chachi Patee, Gemini, and Perplexity? Find out using our free AI readiness checker.
Google uses guidelines of Experience, Expertise, Authoritativeness, and Trustworthiness (E-E-A-T) when deciding if to recommend a business. Run a free test to see your local business clients' E-E-A-T score today!
Curious if your client's website complies with GDPR compliant? Enter the web address, and we’ll check for 6 key problems you might need to fix.
Selling websites, local SEO & AIO? Every Thursday, we send the fiveInsites newsletter sharing five weekly updates from the online search industry to help you make better decisions for your agency and keep customers informed, so you look like the expert.