CUSTOMER MANAGEMENT MADE BETTER

Inception CRM’s customer management makes it easy for sales teams to find and stay focused on the right customers for your business. When it comes to successful customer relationships, knowledge really is power.

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Find The Right Customers Quickly & Easily

Inception CRM’s Search module makes it easy to find the customers you’re looking for. Find them by keyword or use advanced filters to narrow your search by Customer Type, Specialty, Location and matching Profile Values.

Stay Focused on Priority Customers

Target Groups help sales teams prioritise customers who are important to your company. Reps never have to be stuck wondering where to go or whom to talk to next. Or even what to offer them. Target Groups keep them focused on the right customers and the right messages, every time.

CUSTOMER DETAILS THAT MATTER

Our vision has always been to create customer management software that helps sales reps truly know their customers. With Inception CRM, that vision is now a reality.

Profiles

Profiles make it really easy to classify contacts into useful segments that help you track the development and actual potential of each customer relationship.

Activities

Recent Activities allows users to easily review the contact history of each customer, with helpful summaries of each interaction.

Orders

Orders provides an easy way to quickly review all the orders a customer has made for your company’s products.

Expenses

Expenses displays all of the direct investments made on behalf a customer. The user can choose to focus on their own expenses, or view those logged by other users, as well.

Notes

Notes displays free text notes created by reps when filling out call reports or added ad hoc to a customer’s card.

Promotions

Warehouse shows the history of samples and promo goods given to a customer by every rep who has visited them.

Meaningful Customer Relationships Based on Real Understanding

MANAGE CUSTOMER DATA

Inception CRM lets users update customer data directly inside the application, making it easy to manage important changes.

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A Customer Database You Can Trust

Inception CRM gives users an easy way to update customer data and add new customers directly inside the application. A structured review process makes sure each request is reviewed before it is added to the live database. This makes sure that your database is not only complete and up-to-date, but also trustworthy.

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Customer Data Management Made Easy

Whether updating current contacts or adding new ones, Inception CRM’s update request process guides users through each step. This makes it very easy to manage customer changes and add new contacts quickly. Trusted users can even have their updates automatically approved so they can start working with them right away. 

EXPLORE MORE INCEPTION CRM FEATURES
PLANNING
PLAN EVERYTHING

Inception’s flexible order taking module allows Reps to create customized offers that retail buyers will love, ensuring your success at each point of sale.

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CREATE ORDERS

Inception’s intelligent workflow-based planner keeps Reps productively focused on the right tasks so that every sales campaign is a success.

MANAGE COSTS

Inception CRM gives Reps an easy way to capture their expenses and promo stock usage on the fly for improved management of all in-field sales spend.

Request a Personalized Demo

Learn how to improve customer engagement and boost sales team performance with Inception CRM.

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Get in touch for a personalized demo to see how Inception CRM can improve your sales

Inception CRM saves sales teams time while increasing their productivity, effectiveness, and efficiency.