CRM

Drive your sales force and sign more customers up.

We help you industrialize your prospecting

From meeting the customers to getting their signature, remain efficient throughout the process.

Centralize customer information

All your customer information is gathered on the customer record: address, past sales, business opportunity, documents and actions. Each member of your team can access it or not, depending on his/her profile.

Plan your sales

Detect sales opportunities, view the pipeline by sellers or products to evaluate your future revenues. Plan actions and reminders for you or your colleagues.

Build your qualified prospect base.

Define interesting data for your trade and collect them for each prospect or opportunity.

On your website, insert forms which get automatically fed by the prospect database.

Customise your software

Below, you’ll find a selection of apps from the store to tailor the software to your own business.

95 apps on this topic

Delivery receipt Delivery receipt

Issue your delivery receipts

E-mail work E-mail work

Send e-mails to your virtual office

Tickets and client support Tickets and client support

Manage your supports tickets by e-mail and web

Google Contacts Google Contacts

Synchronize your Google contacts

Contacts: Facebook Contacts: Facebook

Synchronize your Facebook contacts

Contacts: Yahoo! Contacts: Yahoo!

Synchronize your Yahoo! contacts

List of contacts List of contacts

Organize your contacts into lists

Personalized fields Personalized fields

Add fields on your contacts, businesses, orders

E-mail distribution servers E-mail distribution servers

Use your own e-mail account to send messages

Commercial documentation Commercial documentation

Attach commercial or technical documents to your invoice estimates

Negotiated client fees Negotiated client fees

Manage your fees for each client

Estimate models Estimate models

Your standard estimate models

Standard telephony Standard telephony

Dial telephone numbers with one click

Classification of contacts Classification of contacts

Categorize your contacts and companies in personalized categories

Third party banking details Third party banking details

Manage your supplier‘s and client‘s banking information

Scanned signature Scanned signature

Scan your signature and sign your documents

Fee chart Fee chart

Efficiently manage the fee schedule for your clients

Management of campaigns Management of campaigns

Follow the efficiency of your marketing campaigns

Keyyo telephone service Keyyo telephone service

The Keyyo telephony integrated to your crm

Classification of businesses Classification of businesses

Personalize the classification of your affairs

Qualification of contracts Qualification of contracts

Qualify your contacts to improve your market research

Analysis of business margins Analysis of business margins

Analyze your margin on each order

Business contacts Business contacts

Attach contacts to your affairs

Analysis of sales on customer account Analysis of sales on customer account

Post the sales information on your client accounts

Contract invoicing Contract invoicing

Transform your client contracts into invoices in one click

Delivery receipt models Delivery receipt models

Your standard delivery receipts

Monitor market research in real time Monitor market research in real time

Monitor market research in real time

Allocation of prospective customers and clients Allocation of prospective customers and clients

Attribute the prospects and clients to your sales representatives

Numbering Numbering

Simplify your numbering and margin calculations

Classification of documents Classification of documents

Classify your e-mails, contracts, document models, etc.

Recurring sales Recurring sales

Follow the rate of recurrence of your sales

Search Contacts Plus Search Contacts Plus

More criteria for your searches in your contact lists

Document numbering Document numbering

Automatically allocate a unique identifier to your documents

Personalized fields product by product Personalized fields product by product

Add an additional level of personalized fields on your products

Numbering your affairs Numbering your affairs

Automatically attribute a unique number identifier for your affairs

Map of contacts Map of contacts

Visualize your contacts on a map

Business manager Business manager

Add a business manager to your business

Three-lined address Three-lined address

Add a third line to your addresses

Commercial commissions Commercial commissions

Calculate the commissions of your commerces

MailChimp MailChimp

Send your e-mails with MailChimp

Classification of tickets Classification of tickets

Organize your support tickets

Mailjet Mailjet

Send your e-mails with Mailjet

Reservations and scheduling appointments Reservations and scheduling appointments

Publish an agenda for your reservations and taking of reservations

Geo dispatch Geo dispatch

Allocate your orders and files according to their location

Frequent searches Frequent searches

Register your most frequent search preferences

Debug web boutques Debug web boutques

Trace the synchronization of your web boutique

Aircall telephony Aircall telephony

Connect incwo and Aircall

Business team Business team

Assign teams to your businesses

Matters with budgeting time Matters with budgeting time

Allocate budget times by mission to your affairs

Team Project Team Project

Assign teams to your projects

Telephone log Telephone log

Trace telephone calls sent and received via incwo

Email scenarios Email scenarios

Automate your marketing emails

Work Budget Work Budget

Make a total work budget for each work order

Leads with purchase budgets Leads with purchase budgets

Assign purchase budgets to your leads

simple-mail.fr simple-mail.fr

Send your e-mails with simple-mail.fr

Insertion order Insertion order

Manage the advertising insertion orders of your clients

Order acknowledgement Order acknowledgement

Emit Order Acknowledgement documents

Spam filter Spam filter

Eliminate spamming from your client support

Ticket transmission deadline Ticket transmission deadline

Defer the sending of your support tickets

WooCommerce WooCommerce

Synchronise your WooCommerce shop with incwo

Scheduled messaging Scheduled messaging

Schedule emission of your messages

Prospect scoring Prospect scoring

Give a score to your prospects

Magento Magento

Synchronize your Magento 2 boutique with incwo

User references User references

Identify your accounts with a reference

Project code on products lines Project code on products lines

Add project code to your product lines

Leads with invoice budgets Leads with invoice budgets

Assign invoice budgets to your leads

Transfer to budgets Transfer to budgets

Accelerate composition of your time, purchases, and invoicing budgets

Private shops Private shops

Publish on your extranet shops dedicated to each customer

Project code on contacts Project code on contacts

Attach project code to your contacts

Display party info on PDF Display party info on PDF

Automatically display information from party on PDF

Prospect sources Prospect sources

Track prospects sources in your marketing campaigns

Leads flow Leads flow

Track the flow of leads through your marketing campaigns

Offered products Offered products

Manage your offered products for x bought products

Influential factors Influential factors

Follow the factors that influence your sales

Brands on leads Brands on leads

Attach a brand to a lead

Oxatis Oxatis

Synchronize your Oxatis boutique with incwo

incwo POS cloud - Customer data incwo POS cloud - Customer data

Send customer data to view offline on your POS

Analysis of sales failures Analysis of sales failures

Reference and analyse the reasons of your sales failures

Production tracker of leads Production tracker of leads

Track lead by lead progress on production

Classification of clients by annual purchases Classification of clients by annual purchases

Select and analyse your clients by annual purchases

Tracking of website visitors Tracking of website visitors

Track your prospects on your website

Client orders Client orders

Issue estimates labelled Client Order

Signed contracts Signed contracts

Centralize your signed contracts and do not forget another deadline

Facebook boutique Facebook boutique

Publish your catalogued products in one click to your professional Facebook page

Web forms Web forms

Generate contacts and quotes from your website

Prestashop Prestashop

Synchronize your Prestashop boutique with incwo

Multiple marks Multiple marks

Manage various marks for your invoicing

Managing by objective Managing by objective

Monitor your development indicators. 120 pre-filled indicators.

Invoicing the author‘s note Invoicing the author‘s note

Issue invoices labelled Author‘s Note

Billing of fees Billing of fees

Issue invoices labelled "Fees"

Proforma Proforma

Issue Proformas

Classification by branch Classification by branch

Categorize by branch your tasks and time spent

Advancement of tasks Advancement of tasks

Monitor the percentage of progress of your tasks

Purchasing advisors Purchasing advisors

Manage your purchasing advisors and business providers

Rental Voucher Rental Voucher

Easily manage the lending of your equipment


Try it, you’ll be convinced by the power of INCWO

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