Automation

NEW Program automated actions

Meeting reminders by SMS

Automate meeting reminders by SMS

Send SMS messages

Send SMS messages directly from your virtual office

Workflows on leads

Add workflow management on your leads

PDF forms

Access data inside PDF forms

Lead on products lines

Improve financial margin tracking of multi-leads purchase orders

Loyalty programs

Attach loyalty programs to your customers

Production tracker of leads

Track lead by lead progress on production

Tracking of website visitors

Track your prospects on your website

incwo POS cloud - Customer data

Send customer data to view offline on your POS

Classification of clients by annual purchases

Select and analyse your clients by annual purchases

Analysis of sales failures

Reference and analyse the reasons of your sales failures

Private shops

Publish on your extranet shops dedicated to each customer

Offered products

Manage your offered products for x bought products

WooCommerce

Synchronise your WooCommerce shop with incwo

Display party info on PDF

Automatically display information from party on PDF

Prospect sources

Track prospects sources in your marketing campaigns

Order acknowledgement

Emit Order Acknowledgement documents

Transfer to budgets

Accelerate composition of your time, purchases, and invoicing budgets

Leads with invoice budgets

Assign invoice budgets to your leads

Brands on leads

Attach a brand to a lead

Email scenarios

Automate your marketing emails

Leads flow

Track the flow of leads through your marketing campaigns

Scheduled messaging

Schedule emission of your messages

Prospect scoring

Give a score to your prospects

Project code on products lines

Add project code to your product lines

Project code on contacts

Attach project code to your contacts

Leads with purchase budgets

Assign purchase budgets to your leads

Aircall telephony

Connect incwo and Aircall

Google Contacts

Synchronize your Google contacts

Matters with budgeting time

Allocate budget times by mission to your affairs

User references

Identify your accounts with a reference

Commercial commissions

Calculate the commissions of your commerces

Personalized fields product by product

Add an additional level of personalized fields on your products

Influential factors

Follow the factors that influence your sales

Map of contacts

Visualize your contacts on a map

Work Budget

Make a total work budget for each work order

Debug web shops

Trace the synchronization of your web boutique

Allocation of prospective customers and clients

Attribute the prospects and clients to your sales representatives

Telephone log

Trace telephone calls sent and received via incwo

Reservations and scheduling appointments

Publish an agenda for your reservations and taking of reservations

Analysis of sales on customer account

Post the sales information on your client accounts

Fee chart

Efficiently manage the fee schedule for your clients

Magento

Synchronize your Magento 2 boutique with incwo

Keyyo telephone service

The Keyyo telephony integrated to your crm

Analysis of business margins

Analyze your margin on each order

Classification of documents

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

Geo dispatch

Allocate your orders and files according to their location

Management of campaigns

Follow the efficiency of your marketing campaigns

Ticket transmission deadline

Defer the sending of your support tickets

Team Project

Assign teams to your projects

Business team

Assign teams to your businesses

Classification of tickets

Organize your support tickets

Personalized fields

Add fields on your contacts, businesses, orders

Monitor market research in real time

Monitor market research in real time

Numbering

Simplify your numbering and margin calculations

Business contacts

Attach contacts to your affairs

Spam filter

Eliminate spamming from your client support

Tickets and client support

Manage your supports tickets by e-mail and web

Delivery receipt models

Your standard delivery receipts

Purchasing advisors

Manage your purchasing advisors and business providers

Estimate models

Your standard estimate models

Frequent searches

Register your most frequent search preferences

Third party banking details

Manage your supplier‘s and client‘s banking information

Delivery receipt

Issue your delivery receipts

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

Document numbering

Automatically allocate a unique identifier to your documents

Scanned signature

Scan your signature and sign your documents

Commercial documentation

Attach commercial or technical documents to your invoice estimates

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

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

Managing by objective

Monitor your development indicators. 120 pre-filled indicators.

Multiple marks

Manage various marks for your invoicing

Mailjet

Send your e-mails with Mailjet

Three-lined address

Add a third line to your addresses

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

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

Contract invoicing

Transform your client contracts into invoices in one click

List of contacts

Organize your contacts into lists

Contacts: Facebook

Synchronize your Facebook contacts

Contacts: Yahoo!

Synchronize your Yahoo! contacts

Recurring sales

Follow the rate of recurrence of your sales

Search Contacts Plus

More criteria for your searches in your contact lists

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

Web forms

Generate contacts and quotes from your website

Insertion order

Manage the advertising insertion orders of your clients

Rental Voucher

Easily manage the lending of your equipment