Automation

NEW Program automated actions

Analysis of business margins

Analyze your margin on each campaign

Unit tests

Manage your unit tests campaigns

Meeting reminders by SMS

Automate meeting reminders by SMS

Send SMS messages

Send SMS messages directly from your virtual office

Zapier

Connect incwo to thousands of services via Zapier

Organization of products by lots

Organize your products by lots in sales documents

Checks deposits

Compose and print your check deposits

Product warranty management

Manage the warranties of your products

Consigned products

Manage consigned products and packages

API for account provisioning for distributors, franchises, affiliates

Activate files and accounts for your distributors, franchises, affiliates

Workflows on leads

Add workflow management on your leads

PDF forms

Access data inside PDF forms

Analyses on custom fields of invoiced products

Compute custom fields invoiced to your customers

Automatic calculation of late payment penalties

Evaluate the late payment penalties due on each invoice

Annual revenue objective for customers

Set your objectives for annuel revenue per customer

Lead on products lines

Improve financial margin tracking of multi-leads purchase orders

Automated late payment notifications

Simplify your late payment notifications

Employer contribution

Automate your employer contribution mechanism

Excise duty on alcohol

Manage excise duties on your invoices

Log of deleted objects

Track the documents deleted from your application

Monthly exchange rates

Manage exchange rate monthly rather than realtime

CNAPS tax management

Automatically manage CNAPS tax for security businesses

Loyalty programs

Attach loyalty programs to your customers

Pending payments management

Organize your payments received but not yet cashed

Bank wires

Emit bank wires without leaving your software

Stock transfers between warehouses

Quickly transfer your stock between warehouses

Product lines fast-import

Paste CSV lines directly into proposals or bills

IP filtering

Filter the connexions to your application by IP address

Production tracker of leads

Track lead by lead progress on production

Grouped entry of products with variations

Enter more quickly products with variations in your sales documents

Tracking of website visitors

Track your prospects on your website

Bank fees

Manage your bank fees

incwo POS cloud - Customer data

Send customer data to view offline on your POS

incwo POS cloud - Mobile order taking

Setup your sales force with mobile order taking

Classification of clients by annual purchases

Select and analyse your clients by annual purchases

Weight of products

Manage weight of your products

Classification of files

Organize your files with personalized categories

Analysis of sales failures

Reference and analyse the reasons of your sales failures

Teams on documents

Assign users to your online documents

Ticking of purchase order deliveries

Tick line by line the deliveries of your purchase orders

Automated products

Add some products automatically to all your documents

Dematerialized payment orders

Generate automatically your dematerialized payment orders for the bank

Private shops

Publish on your extranet shops dedicated to each customer

Barcode picking

Use barcode for quick stock movements

Label printing

Print pages of labels for your products

Timetable of production orders

Visualize the timetable of your upcoming production orders

Custom footers for proposals and invoices

Cutomize the footers of your proposals and invoices

TTC column

Add a TTC column on your quotes and invcoices

Printing of proposal-invoices on letterhead paper

Print your proposals or invoices on letterhead paper

Timetable of preparations/shipping orders

Visualize the timetable of your upcoming preparations orders

Offered products

Manage your offered products for x bought products

Helpesk satisfaction

Measure satisfaction related to your helpdesk

WooCommerce

Synchronise your WooCommerce shop with incwo

Display party info on PDF

Automatically display information from party on PDF

Preparation/shipping orders

Generate order preparations and shipping preparations

Prospect sources

Track prospects sources in your marketing campaigns

Contacts on events

Assign contacts to your events

Users on events

Assign users to your events

Stocks planner

Track your future stock, your procurement, and plan your orders

Customs VAT

Manage reverse charge of import VAT

Order acknowledgement

Emit Order Acknowledgement documents

Pricing of multi-dimensional products

Manage products with price based on dimensions

Product configurator

Manage products with multiple options

Procurement delay

Manage procurement delay for your purchases

Workload analysis

Analyse daily, weekly, or monthly workload

Transfer to budgets

Accelerate composition of your time, purchases, and invoicing budgets

Stripe payments

Accept Stripe payments

External pages integration

Integrate in your incwo GUI your external content pages

Rooms booking

Organize the booking of rooms

Meeting rooms booking

Associate rooms to your events

Leads with invoice budgets

Assign invoice budgets to your leads

Tour management

Organize your tours

Intervention certificates

Generate intervention certificates

Assignment of tasks to parties

Attribuer des tâches à vos partenaires

Equipment fleet management

Management of internal and rental equipment

IT asset management

Management of support, maintenance and security of IT assets

Brands on leads

Attach a brand to a lead

Email scenarios

Automate your marketing emails

Product analysis

Analyze the distribution of your products on your estimates, invoices, etc.

Deduplication

Destroy your duplicates while keeping their pertinent links

External warehouses management

Include knowledge of third party stocks in your management

Quick entry of products and packaging

Accelerate entry of products and packaging through a dedicated form

Return slips

Print Return slips from your Delivery notes

Leads flow

Track the flow of leads through your marketing campaigns

Scheduled messaging

Schedule emission of your messages

Webhooks

Connect incwo with other web services

Dashboards

Build you activity dashboards

Prospect scoring

Give a score to your prospects

Analytics

Drive your business on data

Sales actions

Track your sales actions

Addition of packaging and consummables

Easily add your packaging and consummable to your sales

Project code on products lines

Add project code to your product lines

Hovercards

Add tooltips to your interface

Resource management

Manage your people, tools, rooms

Project code on contacts

Attach project code to your contacts

TVA differentiated by third party

Select different rates and TVA references for each client/supplier

Invoicing for third parties

Issue invoices for third party accounts

Calculate the profitability with treasury operations

Add simple cash flow operations in your profitability calculations

PDF product catologue

Generate the PDFs with your products

Numbering of the commercial documents by sales channel

Configure the number sequences of your estimates-invoices in accordance with sales channels

Processing by batch

Undertake operations by batch on your items

Project planning

Plan your projects in phases

Leads with purchase budgets

Assign purchase budgets to your leads

Client delivery date

Manage the delivery dates on your client documents

Accounting lock

Configure your accounting lock options

TVA exemption for training organizations

Invoice per section 261-4-4 of the CGI

Default quantities

Add a default quantity on your products

Aircall telephony

Connect incwo and Aircall

Manage parking lots

Manage parking lots and their maintenance

Accounting codes produced by export zone

Separate your product accounting codes by country billed

TVA on margin

Your estimates-invoices with a statement of TVA on margin

Google Contacts

Synchronize your Google contacts

Maintenance contracts

Simplify the planning of your maintenance schedules

Analysis of campaigns by cohort

Analyze the progress of your campaign by cohort

Pipelines on tasks

Follow the advancement of your tasks in the pipelines

Matters with budgeting time

Allocate budget times by mission to your affairs

Custom payment conditions

Personalize your conditions of payment

User references

Identify your accounts with a reference

Supplier delivery dates

Manage the delivery dates on your supply orders

Commercial commissions

Calculate the commissions of your commerces

Personalized fields product by product

Add an additional level of personalized fields on your products

Accounting verification

Control the purchases-sales and the proof of purchase

Auto-invoicing of suppliers

Edit invoices for the benefit of your suppliers

Influential factors

Follow the factors that influence your sales

Analysis of multichannel sales

Analyze your daily sales by channel (Boutique, Web, etc.)

Dates of invoiced products

Include the dates on each line of your estimates-invoices

Map of contacts

Visualize your contacts on a map

Work Budget

Make a total work budget for each work order

Analysis of product sales by business

Analyze the distribution of your product sales by order

Debug web shops

Trace the synchronization of your web boutique

Export builder

Personalize your export formats

Validation of support tickets

Organize the validation of your responses before they are sent

Allocation of prospective customers and clients

Attribute the prospects and clients to your sales representatives

Last pages visited

Post the shortcuts to the last pages you visited

Analysis of daily tasks

Monitor the tasks completed by your team

Telephone log

Trace telephone calls sent and received via incwo

Reservations and scheduling appointments

Publish an agenda for your reservations and taking of reservations

Advanced catalogue searches

Setup product search in your proposal and invoices

Recruiting on the web

Integrate your recruitments on your site

Organization of discussions

Organize the hiring interviews

Analysis of sales on customer account

Post the sales information on your client accounts

Transmission slip

Convert your delivery receipts into transmission slips

Verification of timesheets

Monitor the filling out of your team‘s timesheets

Analysis of the project margins

Analyze the margins for each project

E-mail logs

Track the e-mails sent on your behalf by incwo

Manage subscriptions

Management your client‘s subscriptions

Product brands

Allocate a brand to each product

Repair order

Create you repair vouchers and SAV

Reception of price requests

Handle your supplier‘s responses

Dispatch purchase invoices

Dispatch your purchase invoices over a number of orders

Packaging

Detail the conditions on your commercial documents

Automatic banking imports

Your bank receipts on incwo each day for over 100 banks

Multilingual products

Your product records translated in multiple languages

E-mail assistant

Your assistant is accessible 24/7 by e-mail

Return of merchandise

Easily manage your merchandise returns

Invoice to delivery receipts

Transform your invoices into delivery slips in one click

At source deduction of SEPA

Initiate deductions from your client invoices

Fee chart

Efficiently manage the fee schedule for your clients

Chargeback of purchases

Chargeback purchases to your clients

Magento

Synchronize your Magento 2 boutique with incwo

TVA auto-liquidated for sub-contracting

Add the auto-liquidated TVA for subcontracting - section 242

Purchase invoices

Input the details of your purchase orders

Network and franchise details

Share data with your distributors, franchises, affiliates

Networks and franchises

Organize your distributors, franchises, affiliates

Checklists

Organize your list of actions

Keyyo telephone service

The Keyyo telephony integrated to your crm

Letter accounting classification

Letter classification of client and supplier accounts

Export accounting of OD

Undertake an accounting export of your Miscellaneous Transactions

Analysis of business margins

Analyze your margin on each order

Monitor time per product

Follow your time per product and product category

Personalized fields on PDF

Post the personalized fields on your PDF estimates-invoices

Classification of documents

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

Sales margin per item

Configure your margins for each line of the estimates-invoices

Geo dispatch

Allocate your orders and files according to their location

Head office address in the document

Post the address of the company in the body of your estimates, invoices

Double quantity on estimates-invoices

Two columns of quantities for your documents

Numbering of purchases

Allocate an internal number automatically to your purchases

Complementary product names

Add tags to the name of your products

Management of campaigns

Follow the efficiency of your marketing campaigns

Ticket transmission deadline

Defer the sending of your support tickets

Multi-lingual documents

Your estimates and invoices in French, English, Spanish

Team Project

Assign teams to your projects

Business team

Assign teams to your businesses

Classification of tickets

Organize your support tickets

Fees on intervention tickets

Make the fees appear on your intervention tickets

Fees on delivery receipts

Make the fees appear on your delivery slips

Confidence ratings on the estimates

Allocate a confidence rating to each of your estimates

Mandatory late fee

Make late fees mandatory on your estimates-invoices

Debug API

Trace your calls to the API

Personalized fields

Add fields on your contacts, businesses, orders

Monitor market research in real time

Monitor market research in real time

Inventory valuation

Evaluate the movement of inventory

Follow sales in real time

Follow your Board of Directors in real time

Variations of products

Manage the colors, sizes, etc for your products

Assembly of products

Assemble your compound products

Validation of the attachments

Validate attachments tied to your objectives

Production file

Manage your processes and their associated details

Workflows

Define your work procedures

Buy/sell product worksheet

Distinguish the buy/sell facets of your product sheets

Total in writing

Post the total of your estimates-invoices in writing

incwo POS cloud

Cash register on iPad for your points of sale

User groups

Organize your users into groups

Numbering

Simplify your numbering and margin calculations

Order confirmations

Issue command confirmations for your clients

Multi-cash purchases and sales

Manage the purchases, orders, sales and products in 150 currencies

Production scheduling

Dispatch your production orders

Product numbering

Automatically attribute a unique identifier to your products

Supplier price updates

Update your supplier fees in one click from your orders

Business contacts

Attach contacts to your affairs

Activity reports

Quickly establish your activity reports

Payment by bank draft

Integrate the draft forms in your invoices

Approach fees

Calculate your forwarding costs

Future inventory

Visualize the future inventory based on your purchase orders

Spam filter

Eliminate spamming from your client support

TVA automatically liquidated on exports

If your TVA is government by section 283-2

Tickets and client support

Manage your supports tickets by e-mail and web

Product volumes

Manage the volume of packaging of your products

Publish on the web

Publish your documents on the web

Product preparation time

Follow the preparation time of your products

Price request

Send price requests to your suppliers

Intervention ticket models

Your models for standard intervention tickets

Delivery receipt models

Your standard delivery receipts

Purchasing advisors

Manage your purchasing advisors and business providers

Annual certificates

Edit your annual tax certificates

Estimate models

Your standard estimate models

General conditions of purchase

Indicate your CGA in your supplier purchase orders

Monitoring production

Monitor your production orders

Order of production

Organize your production

Frequent searches

Register your most frequent search preferences

Repurchase voucher for raw materials

Edit your raw material repurchase vouchers

Third party beneficiaries

Add a third party beneficiary to your documents

Consolidation of the third parties

Your client/supplier statistics categorized by business type

Work groups

Exchanges in themed working groups

Analysis of export sales

Analyze your export sales

Third party banking details

Manage your supplier‘s and client‘s banking information

Vacations on Google Calendar

Post vacations on your Google agenda

Inventory management

Manage your product inventory

Management of consultants time

Follow the missions of your consultants

Shared agenda

Share the viewing of the agenda with all invitees

App editor

Edit applications for this management store

Eco-participation

Simply manage eco-participation

Verification of inventory

Follow the progress of the movement of the planned inventory

Compound products

Draft products based on other products in your catalogue

Bar code scan

Scan the bar codes for quicker inputs

Posting unit pricing

Post or hide unit prices on your estimates-invoices

Estimates and invoices in TTC

Post the TTC, in priority, on your estimates and invoices

Multi-page header

Post the header of your estimates and invoices on each page

SugarSync

Synchronize your files with SugarSync

Scrumboard

See your team‘s tasks in the blink of an eye

Bar code

Manage and print the bar codes of your products

Delivery receipt

Issue your delivery receipts

Workload management schedule

Assign work to your teams depending on their availabilities

Projected cash-flow

Forecast your treasury according to various scenarios

Management of serial numbers

Manage the individual serial numbers of your items

Classification of contacts

Categorize your contacts and companies in personalized categories

Classification by branch

Categorize by branch your tasks and time spent

Advancement of tasks

Monitor the percentage of progress of your tasks

Vacation duration

Automatically calculate the length of vacations!

Expense accounts and fixed assets

Personalize your expense accounts

Document numbering

Automatically allocate a unique identifier to your documents

Chargeback of expense accounts

Chargeback expense accounts to your clients

Chargeback of time spent

Chargeback your clients for time spent

Batch numbers and tracking

Manage the inventory batch numbers and product tracking

Scanned signature

Scan your signature and sign your documents

Commercial documentation

Attach commercial or technical documents to your invoice estimates

Intervention tickets

Create intervention vouchers for your activity

Invoicing the author‘s note

Issue invoices labelled Author‘s Note

Billing of fees

Issue invoices labelled "Fees"

Client orders

Issue estimates labelled Client Order

Proforma

Issue Proformas

Credit notes

Issue purchase orders labelled Credit Notes

Analysis of invoice margins

Analyze your invoice margin by project, client, affair, or sales representative

Numbering your affairs

Automatically attribute a unique number identifier for your affairs

E-mail distribution servers

Use your own e-mail account to send messages

Business manager

Add a business manager to your business

Standard telephony

Dial telephone numbers with one click

Qualification of contracts

Qualify your contacts to improve your market research

Days not worked

Easily manage your non-workdays

Managing by objective

Monitor your development indicators. 120 pre-filled indicators.

Distributor fees

Manage the separate fees for your distributors

Multiple marks

Manage various marks for your invoicing

Mailjet

Send your e-mails with Mailjet

Closing of the cash register

You maintain a separate cash register? Complete the closing in virtual office

Three-lined address

Add a third line to your addresses

Inventory alert by warehouse

Manage your inventory alerts for each warehouse

Google Drive

Synchronize your files with Google Drive

MailChimp

Send your e-mails with MailChimp

E-mail work

Send e-mails to your virtual office

Classification of businesses

Personalize the classification of your affairs

Automatic exports

Automatic exports of your data each week or month

Budget follow-up

Monitor your annual expense budget position by position

Prestashop

Synchronize your Prestashop boutique with incwo

simple-mail.fr

Send your e-mails with simple-mail.fr

Negotiated client fees

Manage your fees for each client

Event categories and tasks

Personalize your event categories and tasks

Contract invoicing

Transform your client contracts into invoices in one click

List of contacts

Organize your contacts into lists

Factoring

Manage the factoring details on your invoices

Contacts: Facebook

Synchronize your Facebook contacts

Google Agenda

Synchronize your Google agendas

Contacts: Yahoo!

Synchronize your Yahoo! contacts

Dropbox

Synchronize your files with Dropbox

Recurring sales

Follow the rate of recurrence of your sales

Invoice Policy

Add the configuration of the fonts on the invoices

Search Contacts Plus

More criteria for your searches in your contact lists

Documents

Quickly draft your e-mails, contracts, and repetitive documents

Contracts management

Centralize your signed contracts and do not forget another deadline

Facebook boutique

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

Wiki

Create your reference documents

Web forms

Generate contacts and quotes from your website

Recruitment

Simplify your recruitment by managing offers, candidates, interviews

Insertion order

Manage the advertising insertion orders of your clients

Export accountant

Add accounting field to your exports

Freelancers

Manage your freelancers in the personnel registry

Rental Voucher

Easily manage the lending of your equipment