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.
Delivery receipt
Issue your delivery receipts
E-mail work
Send e-mails to your virtual office
Tickets and client support
Manage your supports tickets by e-mail and web
Google Contacts
Synchronize your Google contacts
Contacts: Facebook
Synchronize your Facebook contacts
Contacts: Yahoo!
Synchronize your Yahoo! contacts
List of contacts
Organize your contacts into lists
Personalized fields
Add fields on your contacts, businesses, orders
E-mail distribution servers
Use your own e-mail account to send messages
Negotiated client fees
Manage your fees for each client
Commercial documentation
Attach commercial or technical documents to your invoice estimates
Estimate models
Your standard estimate models
Standard telephony
Dial telephone numbers with one click
Classification of contacts
Categorize your contacts and companies in personalized categories
Third party banking details
Manage your supplier‘s and client‘s banking information
Scanned signature
Scan your signature and sign your documents
Fee chart
Efficiently manage the fee schedule for your clients
Management of campaigns
Follow the efficiency of your marketing campaigns
Keyyo telephone service
The Keyyo telephony integrated to your crm
Classification of businesses
Personalize the classification of your affairs
Analysis of business margins
Analyze your margin on each order
Qualification of contracts
Qualify your contacts to improve your market research
Business contacts
Attach contacts to your affairs
Analysis of sales on customer account
Post the sales information on your client accounts
Allocation of prospective customers and clients
Attribute the prospects and clients to your sales representatives
Contract invoicing
Transform your client contracts into invoices in one click
Delivery receipt models
Your standard delivery receipts
Monitor market research in real time
Monitor market research in real time
Classification of documents
Classify your e-mails, contracts, document models, etc.
Numbering
Simplify your numbering and margin calculations
Recurring sales
Follow the rate of recurrence of your sales
Personalized fields product by product
Add an additional level of personalized fields on your products
Search Contacts Plus
More criteria for your searches in your contact lists
Document numbering
Automatically allocate a unique identifier to your documents
Map of contacts
Visualize your contacts on a map
Numbering your affairs
Automatically attribute a unique number identifier for your affairs
Commercial commissions
Calculate the commissions of your commerces
Three-lined address
Add a third line to your addresses
Business manager
Add a business manager to your business
MailChimp
Send your e-mails with MailChimp
Classification of tickets
Organize your support tickets
Reservations and scheduling appointments
Publish an agenda for your reservations and taking of reservations
Frequent searches
Register your most frequent search preferences
Debug web shops
Trace the synchronization of your web boutique
Mailjet
Send your e-mails with Mailjet
Geo dispatch
Allocate your orders and files according to their location
Matters with budgeting time
Allocate budget times by mission to your affairs
Aircall telephony
Connect incwo and Aircall
Email scenarios
Automate your marketing emails
Business team
Assign teams to your businesses
Team Project
Assign teams to your projects
Telephone log
Trace telephone calls sent and received via incwo
Leads with purchase budgets
Assign purchase budgets to your leads
Order acknowledgement
Emit Order Acknowledgement documents
Work Budget
Make a total work budget for each work order
WooCommerce
Synchronise your WooCommerce shop with incwo
simple-mail.fr
Send your e-mails with simple-mail.fr
Send SMS messages
Send SMS messages directly from your virtual office
Insertion order
Manage the advertising insertion orders of your clients
Spam filter
Eliminate spamming from your client support
Scheduled messaging
Schedule emission of your messages
Private shops
Publish on your extranet shops dedicated to each customer
Prospect scoring
Give a score to your prospects
Ticket transmission deadline
Defer the sending of your support tickets
Transfer to budgets
Accelerate composition of your time, purchases, and invoicing budgets
Lead on products lines
Improve financial margin tracking of multi-leads purchase orders
Production tracker of leads
Track lead by lead progress on production
Leads with invoice budgets
Assign invoice budgets to your leads
Prospect sources
Track prospects sources in your marketing campaigns
Display party info on PDF
Automatically display information from party on PDF
Project code on products lines
Add project code to your product lines
Magento
Synchronize your Magento 2 boutique with incwo
Leads flow
Track the flow of leads through your marketing campaigns
Analysis of sales failures
Reference and analyse the reasons of your sales failures
User references
Identify your accounts with a reference
Classification of clients by annual purchases
Select and analyse your clients by annual purchases
Offered products
Manage your offered products for x bought products
incwo POS cloud - Customer data
Send customer data to view offline on your POS
Project code on contacts
Attach project code to your contacts
Loyalty programs
Attach loyalty programs to your customers
PDF forms
Access data inside PDF forms
Brands on leads
Attach a brand to a lead
Influential factors
Follow the factors that influence your sales
Tracking of website visitors
Track your prospects on your website
Workflows on leads
Add workflow management on your leads
Meeting reminders by SMS
Automate meeting reminders by SMS
Automation
NEW Program automated actions
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
Prestashop
Synchronize your Prestashop boutique with incwo
Multiple marks
Manage various marks for your invoicing
Managing by objective
Monitor your development indicators. 120 pre-filled indicators.
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
Classification by branch
Categorize by branch your tasks and time spent
Advancement of tasks
Monitor the percentage of progress of your tasks
Purchasing advisors
Manage your purchasing advisors and business providers
Rental Voucher
Easily manage the lending of your equipment