A planner for smarter time management

Inception CRM’s Planner keeps users focused on key objectives with less effort.

Manage your time better

Inception CRM makes it easy for reps to schedule and report everything they do. They can also explore customer details in a single view. Workflows guide users through their daily tasks so they always know what to do next.

Enhance call reporting with dynamic, interactive questionnaires

Planner makes it easy to capture a host of data about your customers with each interaction. Responsive questionnaires keep users focused on relevant information. Links to profiles make it easy to build HCP and HCO segments based on real user insights.

Get detailed customer insights in less time than it takes to drink a coffee

Reporting visits and other activities in Inception CRM is remarkably simple. Dynamic questionnaires use skip logic to jump users to relevant questions. This helps reps capture detailed customer insights from their own observations. It also builds a robust repository of relevant, first-party data.

Inception CRM's Planner makes every rep's contribution clear

and gives sales leaders the insights they need to help reps sell better

Inception CRM’s Planner makes sales teams more productive. Guided workflows and intuitive controls keep reps focused on the right priorities. Capturing complete time information, from face-to-face visits to personal leaves, from time on territory to time spent traveling and doing office work, enables managers to understand how reps use their time, and how it impacts their sales. If you want balanced territories, optimized routes, and happy reps, choose a solution that makes each rep’s contribution clear, from their total customer reach to the depth of their HCP engagement, and how to improve their sales.

Transform routine call reporting into a source of powerful customer insights.

Review every record linked to a customer visit — in your Planner

Inception CRM consolidates complete visit information in one place. Visit details include call reports, sample drops, pharmacy orders, and logged expenses. This helps sales teams find and review complete visit details with less effort.

Sync and work offline

It’s not always possible to stay connected. When that happens, we’ve got you covered. Fill out call reports, create new orders, and work with scheduled customers offline.

Stay on top of priorities

Complete unfinished calls and activities quickly and easily, anywhere, anytime. View planned and unsubmitted calls in one convenient list and fill in call reports on the go.

Close Days, not calls

It’s easy to lose sight of the forest for the trees. Inception CRM lets reps edit and update call details and call notes until they’re ready to close the day. This way, the system stays flexible for users, while ensuring accurate and complete call reporting based on a complete view of each day.

Create cycle plans your reps can commit to

with coverage and frequency objectives they can deliver

A better approach to cycle planning

Simplify sales campaigns. Give your reps clear targets based on customer priority and frequency. Make it easy for them to follow the plan. Make it easy to see the results.

Campaigns focused on the right customers

Inception CRM’s Cycle Scheduler keeps reps focused on the right customers. It aligns every rep’s sales plan with their customer frequency objectives so priority customers are visited at the right time with the right message, every cycle.

Drag, drop and bulk plan right inside your Planner

Just drag and drop a cycle plan contact into the calendar. Or select a group of customers and choose a date. It’s that easy to schedule visits and calls with your priority customers. The Cycle Scheduler keeps reps focused on priority customers with the right number of visits for the sales cycle.

Explore more Inception CRM features

Report Expenses On the Go

Record expenses with ease. Capture receipts, custom expense types, and budget spend in seconds. Track field sales spend in real time via on demand reports.

A secure, compliant way to share approved content

Inception CRM makes it easy to outfit field users with high-impact promotional content.

Advanced Order Management for Life Sciences

Inception CRM’s configurable, customizable order forms and product templates support all your commercial conditions.