Inception CRMD3S
|
OpermaxOpermax
|
|||||
Related Products
|
||||||
About
Inception CRM is a robust and user-friendly CRM solution for primary and specialty care as well as retail pharmacy life science field sales teams. A GDPR-compliant solution, Inception CRM is fully adapted to the needs of European life science organizations.
It offers end-to-end support to reps in the field, helping them plan, execute and optimize their sales campaigns. Inception CRM guides users through their daily tasks, while providing valuable insight into their customers, territories and opportunities.
Inception CRM’s powerful search helps sales reps quickly find the right customers, while detailed customer cards tell them everything they need to know. Inception’s intelligent workflow-based planner keeps field sales reps productively focused on the right tasks so that every sales campaign is a success.
|
About
We want to help all contractors be profitable by providing them with the best tools and resources to manage their business through technology. All this while keeping your customers in the loop from the moment you schedule the visit, to when your techs get on-site, to when the job is done. Our wizard will get you up and running in under 1 hour! Eliminate the chaos in the day-to-day management of your business. Simplify management and field tasks. English, French, and Spanish are the languages we currently support. Just let us know which language you would like to see implemented and we will put it on our features whiteboard. Our work order module has been in constant evolution since its inception. It is the most-used module in our system and contains all the information needed to take a job from creation to payment. The module houses attachments, notes (office, field, client), special flags, assessments, quotes, expenses, worksheets, invoices, payments, custom forms, and eMailer.
|
|||||
Platforms Supported
Windows
Supported
Mac
Supported
Linux
Not Supported
Cloud
Not Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Supported
|
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
|||||
Audience
Pharmaceutical Sales, Retail Pharmacy Sales, and Life Science Sales Teams
|
Audience
Contractors and companies requiring a solution to simplify their contractor management activities
|
|||||
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
|
Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
|
|||||
API
Offers API
Supported
|
API
Offers API
Not Supported
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
|
Pricing
$19 per month
Free Version
Not Supported
Free Trial
Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
|
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
|
|||||
Company InformationD3S
Founded: 2016
Czech Republic
inceptioncrm.com
|
Company InformationOpermax
Founded: 2013
United States
www.opermax.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
|
|||||
|
|
|
|||||
Categories |
Categories |
|||||
CRM Features
Calendar/Reminder System
Supported
Call Logging
Supported
Document Storage
Supported
Email Marketing
Supported
Internal Chat Integration
Not Supported
Lead Scoring
Supported
Marketing Automation Integration
Not Supported
Mobile Access
Supported
Quotes / Proposals
Supported
Segmentation
Supported
Social Media Integration
Not Supported
Task Management
Supported
Territory Management
Supported
Contract Management Features
Buy Side (Suppliers)
Not Supported
Completion Tracking
Supported
Compliance Tracking
Supported
Contract Lifecycle Management
Supported
Electronic Signature
Supported
Full Text Search
Not Supported
Government Contracts
Not Supported
Pre-built Templates
Supported
Sell Side (Customers)
Not Supported
Specialty Contracts
Not Supported
Version Control
Supported
Workflow Management
Supported
Order Management Features
Back Order Management
Not Supported
Catalog Management
Supported
Inventory Management
Supported
Order Entry
Supported
Order Fulfillment
Supported
Order Tracking
Supported
Recurring Orders
Supported
Returns Management
Supported
Shipping Management
Supported
Special Order Management
Supported
Sales Analytics Features
Collaboration Tools
Not Supported
Dashboards
Supported
Forecasting Analytics
Supported
Ideal Customer Profile (ICP)
Not Supported
Lead Analytics
Supported
Pipeline Management
Supported
Predictive Forecasting
Not Supported
Predictive Lead Scoring
Not Supported
Sales Intelligence Reporting
Supported
|
Field Service Management Features
Billing & Invoicing
Supported
Contact Database
Supported
Contract Management
Supported
Customer Database
Supported
Dispatch Management
Supported
Electronic Signature
Supported
Inventory Management
Supported
Mobile Access
Supported
Payment Collection in the Field
Supported
Quotes / Estimates
Supported
Routing
Supported
Scheduling
Supported
Service History Tracking
Supported
Time Clock
Supported
Work Order Management
Supported
HVAC Features
Billing & Invoicing
Supported
Customer Database
Supported
Dispatch Management
Supported
Inventory Control
Supported
Job Management
Supported
Maintenance Scheduling
Supported
Mobile Access
Supported
Quotes / Estimates
Supported
Routing
Supported
Scheduling
Supported
Service History Tracking
Supported
Technician Management
Supported
Work Order Management
Supported
Maintenance Management Features
Asset Tracking
Supported
Billing & Invoicing
Supported
Calibration Management
Not Supported
Dispatch Management
Supported
Inventory Control
Supported
Inventory Management
Supported
Key & Lock Management
Not Supported
Mobile Access
Supported
Planning Calendar
Supported
Predictive Maintenance
Supported
Preventive Maintenance
Supported
Purchasing
Not Supported
Scheduling
Supported
Service History Tracking
Supported
Technician Management
Supported
Work Order Management
Supported
Service Dispatch Features
Billing & Invoicing
Supported
Call Center Management
Not Supported
Contract Management
Supported
Customer Database
Supported
Inventory Control
Supported
Job Management
Supported
Job Tracking
Supported
Mobile Access
Supported
Routing
Supported
Scheduling
Supported
Self Service Portal
Supported
Service History Tracking
Supported
Technician Management
Supported
Work Order Management
Supported
Work Order Features
Contract Management
Supported
Customer Database
Supported
Dispatch Management
Supported
Inventory Control
Supported
Job Management
Supported
Preventive Maintenance
Supported
Quotes / Estimates
Supported
Recurring Appointments
Supported
Routing
Supported
Scheduling
Supported
Task Management
Supported
|
|||||
Integrations
Braintree
Not Supported
PayPal
Not Supported
QuickBooks Online
Not Supported
QuickBooks Online Advanced
Not Supported
Sage Accounting
Not Supported
Stripe
Not Supported
|
Integrations
Braintree
Supported
PayPal
Supported
QuickBooks Online
Supported
QuickBooks Online Advanced
Supported
Sage Accounting
Supported
Stripe
Supported
|
|||||
|
|
|