Streamline Approvals and Workflows Across Your Organization

From contract and consent management to event approvals and content reviews, Projects makes it easy for everyone, from reps to compliance managers, to deliver key initiatives and collaborate seamlessly.

One integrated system for all field processes

Handle everything from event planning to consent management in one application. Create projects with custom forms and workflows, compliance checks and alerts. Enable teams to manage contracts, events, and other projects efficiently in one place.

Streamline event planning and approvals

Ensure compliance through structured approval workflows and smart forms that capture all required information. Automatically add approved events to team calendars for seamless execution.

Speed up contract processing

Create and manage agreements using approved templates and smart forms. Configure multi-stage approvals with automatic push notifications. Track every contract from draft to signature—ensuring consistency and compliance.

Keep all teams in sync

Monitor every project from creation through completion. Keep stakeholders informed of status changes. Maintain clear visibility across all contract stages. Keep users on track with timely alerts.

Integrate seamlessly

Connect workflows seamlessly with daily tasks. Schedule approved events instantly in user calendars. Link contract data and consent records directly to customer profiles.

Work smarter not harder

Design smart forms that capture exactly what you need and create documents based on your templates. Configure workflows that guide users through every step of a project.

Remove bottlenecks, streamline approvals, and keep projects on track.

End-to-end consent management

Systematically capture and manage HCP consent and privacy preferences. Enable secure self-service preference updates through online portals. Ensure GDPR compliance with automated documentation and complete audit trails.

Fully-compliant HCP engagements

Respect the privacy of every customer. Give reps the tools they need to ensure every HCP interaction is above board with a CRM certified for GDPR compliance.

Self-service privacy management

Gives HCPs the ability to manage consent parameters and apply their rights independently—on demand—in compliance with GDPR and other privacy laws.

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.

A planner for smarter time management

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

Manage projects, contracts and events with ease

Projects makes it easy for users to create and submit projects for approval.

Dashboards and Reports for Life Science Sales Teams

Inception CRM’s commercial insights help life science sales and medical teams identify new opportunities and build relationships with the right customers.

Customer insights. Fast.

A fast, flexible search engine for life science and pharma reps.

Stop emailing your teammates. Collaborate using Tasks instead.

Inception CRM’s Tasks keeps users focused on to-do’s, reminders, and requests.

Meet your customers anywhere with Virtual Call

Connect virtually right inside Inception CRM. Present marketing and sales content remotely.

Compliant Samples and Promo Stock Managment

The Warehouse module makes it easy to track samples and promotional stock distributed to HCPs.

Inception CRM modules

Search

Planner

Tasks

Virtual Call

Media

Projects

Orders

Warehouse

Expenses

Analytics