A planner for smarter time management

Inception CRM’s Planner helps field sales teams optimize their productive time and stay on top of their tasks with less effort. Easy scheduling and guided workflows keep reps focused on results.

An intuitive planner for effective time management

Inception CRM makes it easy for reps to schedule and report everything they do. Guided workflows lead them swiftly through their tasks with zero hassle, and make it clear what they should do next. Users can easily search their calendars, manage tasks, schedule visits from their Cycle Plans and explore customer details in a single view.

Review call reports, expenses, samples, and orders connected to a visit with only a click

Inception CRM consolidates complete visit information in once place. Call reports, sample drops, customer orders, and customer expenses are displayed right inside the activity card so that sales teams can easily find and remember the details of each visit. Smarter campaigns means making important information not just accessible, but easy to find.

Create dynamic call reports right inside Planner

Planner makes it unbelievably easy to capture a wealth of information about your customers with each engagement. Planner’s responsive questionnaires focus their attention only on what’s relevant and helps them build robust customer profiles simply by answering the questions the system asks them.

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

Reporting visits and other activities in Inception CRM is unbelievably easy. Inception CRM’s responsive questionnaires use skip logic to focus only on relevant questions. This allows call reports to be complex without being complicated. The result is an easy, quick and hassle free way to capture a lot of useful information about each of your customers.

An intuitive approach to cycle planning

Simplify sales campaigns by giving your reps clear targets based on customer priority and frequency objectives, and an easy way to execute their cycle plans.

Campaigns focused on the right customers

Inception CRM’s Cycle Planning feature helps sales teams stay focused on the right customers by making aligning their sales plans with priority customers in their Target Groups. Cycle Plans balance sales campaigns against each rep’s in-field call capacity, with visit frequency set according to a customer’s actual priority.

Easy drag & drop and bulk scheduling

Scheduling visits and calls with priority customers is as easy as dragging and dropping a cycle plan contact into the calendar. Reps can plan visits to multiple customers on the same day with the flick of a button. Planner updates the cycle plan status in real time so that reps stay focused on the customers who need their attention.

Meaningful Customer Relationships Based on Real Understanding

Complete unfinished tasks quickly and easily.

Help reps stay on top of their priorities with Tasks.

Keep Your Priorities In Sight

Tasks shows reps all of their unfinished tasks in one convenient list. Users can easily catch up on unreported visits and incomplete orders by scrolling down the list and completing their tasks one at a time.

Work Online Or Offline – It’s Up To You

It’s not always possible to be connected. Sometimes, your connection just sucks. When that happens, we’ve got you covered. Users can fill out call reports, create new orders, and work with scheduled customers offline.

Explore More Inception CRM Features

IMPROVE RELATIONSHIPS

Inception CRM helps medical reps find the right HCPs quickly and easily, and provides them with the insights they need to make each sales call a success.

BOOST RESULTS

Inception CRM’s intuitive, information-rich dashboards and export reports give medical reps the info need to analyse and improve their results.

PROMOTE YOUR BRAND

Inception’s built-in media publisher makes it easy to distribute CLM presentations and approved content for effective in-field marketing.

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