A Better Way to Manage Customer Information

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.

Inception CRM Search Module

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 Make a Difference

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


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


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


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


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

Empower Your Reps to Create Meaningful Customer Relationships

An Easier Way to Manage Customer Data

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

Update Request Inception CRM

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.

Update Request Inception CRM

Update Customer Records Easily

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

Planner Calendar

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

order taking

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


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.

Inception CRM for Pharma

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.