AdminSettings | Insight Practice

A professional Customer Relationship Management system designed for service businesses, featuring contact management, sales pipeline tracking, task management, and service scheduling with a modern, production-ready interface.

Data types

  • Subscription
  • Plan
  • Product
  • Purchase
  • ActivityLog
  • TeamMember
  • Notification
  • SupportTicket
  • FAQ
  • AuditLog
  • Client
  • ClientTaxReference
  • Task
  • Document
  • Message
  • Service
  • ClientService
  • WorkflowTemplate
  • WorkflowTemplateTask
  • RecurringWorkflow
  • WorkflowTaskBatch
  • AppSettings
  • FirmSettings
  • Company
  • FirmMembership
  • TaskWorkpaper
  • TimeLog
  • CalendarEvent
  • Engagement