Stop emailing your teammates. Collaborate using Tasks instead.

Inception CRM’s Tasks keeps users focused on to-do’s, reminders, and requests. It makes easy for managers to follow up with reps, and for reps to collaborate on shared tasks.

Collaborate on shared tasks seamlessly

The Tasks module gives reps and their managers a better way to manage tasks. These include personal reminders, to-dos, requests to others, and tasks they collaborate on.

Tasks is a configurable, workflow-based module that lets you define custom task types and their workflows. It makes it easy for managers to assign tasks to their reps. And for reps to collaborate with others.

Need help getting a tough sale over the finish line? Send a request for help. Say goodbye to unread emails. Push notifications let you know as soon as a task comes your way.

Complete tasks on time with dynamic workflows

Each task type can have its own configured workflow. You decide who gets to assign a task and to whom, what needs to be done to finish it, and who gets to mark it complete.

Send push notifications not emails

Tasks makes it easier than ever to collaborate with other users over shared customers. A comment section under every task lets users post notes, ask questions, and clarify details without email.

Stay on top of customer requests

from HCP medical inquiries to support requests for MSLs, Reps, and KAMs

Inception CRM makes it easy for reps to link tasks to customers, including tasks they assign to others. They can also track the history of each task from creation to closure. This makes it easy to keep track of customer to-dos without clogging up your calendar, and easy to find them later.

Capture expenses on the go. Track spend and reimburse reps faster.

A better way to manage tasks

See all pending and completed tasks in one list. Track your tasks as well as those you assign. View the complete change history of each task, from creation to completion. Add comments to keep others in the loop when task details change.

Task workflows that users can accept

Inception CRM makes it easy to track the status of each task, including whether a user has accepted a task assigned to them. This ensures your sales teams stay coordinated and tasks don’t get forgotten.

Task workflows that make sense

Most productivity tools give you only one option for tasks: mark them complete or let them sit there forever. Inception CRM’s workflow-based approach lets you configure follow up actions that make sense for each task.

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.