Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Inception CRM is an innovative sales and customer management solution for Life Science sales teams, supporting medical and pharmacy representives remotely and in the field. Delivered SaaS via native applications for iOS, iPadOS, Android and Windows, Inception CRM enables holistic customer relationships through a robust approach to customer data management and segmentation, with targeting based on real sales potential and priorities.
Inception CRM supports complete time, activity and cycle plan management, and enables management of pharmacy orders, samples, and expenses. Built-in closed loop marketing, media sharing, and remote detailing features enhance the effectiveness of face-to-face and remote calls. Intuitive KPI dashboards and reports keep users and stakeholders aligned and maintain transparency across the sales organization.
Inception CRM offers many prebuilt templates and workflows, ideal for clients of various sizes and orientation, and can be easily extended to support custom workflows and business processes on demand.
Description
Our mission is to empower contractors to achieve greater profitability by equipping them with cutting-edge tools and resources designed for effective business management through technology. We ensure that your customers stay informed throughout the entire process, from the initial scheduling of their visit to the arrival of your technicians and the completion of the job. Our intuitive setup wizard can get you operational in less than an hour! Say goodbye to the confusion and disorganization that often plague daily business operations. Streamline both management and field operations seamlessly. We currently offer support in English, French, and Spanish, and we welcome your suggestions for additional languages to enhance our offerings. Our work order module has continually evolved since its launch, becoming the cornerstone of our system due to its widespread use and comprehensive functionality. It encompasses everything necessary to manage a job from inception to payment, including attachments, various types of notes (for office staff, field technicians, and clients), special flags, assessments, quotes, expenses, worksheets, invoices, payments, custom forms, and eMail capabilities. With this extensive feature set, you can effectively manage your workload and improve communication across all levels of your operations.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Braintree
No
PayPal
No
QuickBooks Online
No
QuickBooks Online Advanced
No
Sage Accounting
No
Stripe
No
Integrations
Braintree
Yes
PayPal
Yes
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Sage Accounting
Yes
Stripe
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$19 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
D3S
Founded
2016
Country
Czech Republic
Website
inceptioncrm.com
Vendor Details
Company Name
Opermax
Founded
2013
Country
United States
Website
www.opermax.com
Product Features
Contract Management
Buy Side (Suppliers)
No
Completion Tracking
Yes
Compliance Tracking
Yes
Contract Lifecycle Management
Yes
Electronic Signature
Yes
Full Text Search
No
Government Contracts
No
Pre-built Templates
Yes
Sell Side (Customers)
No
Specialty Contracts
No
Version Control
Yes
Workflow Management
Yes
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
Yes
Marketing Automation Integration
No
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
Yes
Order Management
Back Order Management
No
Catalog Management
Yes
Inventory Management
Yes
Order Entry
Yes
Order Fulfillment
Yes
Order Tracking
Yes
Recurring Orders
Yes
Returns Management
Yes
Shipping Management
Yes
Special Order Management
Yes
Sales Analytics
Collaboration Tools
No
Dashboards
Yes
Forecasting Analytics
Yes
Ideal Customer Profile (ICP)
No
Lead Analytics
Yes
Pipeline Management
Yes
Predictive Forecasting
No
Predictive Lead Scoring
No
Sales Intelligence Reporting
Yes
Product Features
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
HVAC
Billing & Invoicing
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Maintenance Scheduling
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Maintenance Management
Asset Tracking
Yes
Billing & Invoicing
Yes
Calibration Management
No
Dispatch Management
Yes
Inventory Control
Yes
Inventory Management
Yes
Key & Lock Management
No
Mobile Access
Yes
Planning Calendar
Yes
Predictive Maintenance
Yes
Preventive Maintenance
Yes
Purchasing
No
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Service Dispatch
Billing & Invoicing
Yes
Call Center Management
No
Contract Management
Yes
Customer Database
Yes
Inventory Control
Yes
Job Management
Yes
Job Tracking
Yes
Mobile Access
Yes
Routing
Yes
Scheduling
Yes
Self Service Portal
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No
Work Order
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Preventive Maintenance
Yes
Quotes / Estimates
Yes
Recurring Appointments
Yes
Routing
Yes
Scheduling
Yes
Task Management
Yes