From meeting the customers to getting their signature, remain efficient throughout the process.
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.
Detect sales opportunities, view the pipeline by sellers or products to evaluate your future revenues. Plan actions and reminders for you or your colleagues.
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.
Below, you’ll find a selection of apps from the store to tailor the software to your own business.
Issue your delivery receipts
Send e-mails to your virtual office
Manage your supports tickets by e-mail and web
Synchronize your Google contacts
Synchronize your Facebook contacts
Synchronize your Yahoo! contacts
Organize your contacts into lists
Add fields on your contacts, businesses, orders
Use your own e-mail account to send messages
Manage your fees for each client
Attach commercial or technical documents to your invoice estimates
Your standard estimate models
Dial telephone numbers with one click
Manage your supplier‘s and client‘s banking information
Categorize your contacts and companies in personalized categories
Scan your signature and sign your documents
Follow the efficiency of your marketing campaigns
Efficiently manage the fee schedule for your clients
The Keyyo telephony integrated to your crm
Analyze your margin on each order
Attach contacts to your affairs
Personalize the classification of your affairs
Post the sales information on your client accounts
Qualify your contacts to improve your market research
Attribute the prospects and clients to your sales representatives
Transform your client contracts into invoices in one click
Your standard delivery receipts
Classify your e-mails, contracts, document models, etc.
Monitor market research in real time
Add an additional level of personalized fields on your products
Simplify your numbering and margin calculations
Follow the rate of recurrence of your sales
More criteria for your searches in your contact lists
Automatically allocate a unique identifier to your documents
Visualize your contacts on a map
Automatically attribute a unique number identifier for your affairs
Add a third line to your addresses
Calculate the commissions of your commerces
Add a business manager to your business
Send your e-mails with MailChimp
Organize your support tickets
Trace the synchronization of your web boutique
Register your most frequent search preferences
Publish an agenda for your reservations and taking of reservations
Send your e-mails with Mailjet
Allocate your orders and files according to their location
Automate your marketing emails
Allocate budget times by mission to your affairs
Connect incwo and Aircall
Send SMS messages directly from your virtual office
Assign teams to your businesses
Assign teams to your projects
Assign purchase budgets to your leads
Trace telephone calls sent and received via incwo
Synchronise your WooCommerce shop with incwo
Emit Order Acknowledgement documents
Make a total work budget for each work order
Publish on your extranet shops dedicated to each customer
Improve financial margin tracking of multi-leads purchase orders
Send your e-mails with simple-mail.fr
Schedule emission of your messages
Track lead by lead progress on production
Accelerate composition of your time, purchases, and invoicing budgets
Eliminate spamming from your client support
Manage the advertising insertion orders of your clients
Give a score to your prospects
Assign invoice budgets to your leads
Defer the sending of your support tickets
Program automated actions
Select and analyse your clients by annual purchases
Track prospects sources in your marketing campaigns
Automatically display information from party on PDF
Add project code to your product lines
Track the flow of leads through your marketing campaigns
Access data inside PDF forms
Manage your offered products for x bought products
Attach loyalty programs to your customers
Send customer data to view offline on your POS
Add workflow management on your leads
Identify your accounts with a reference
Synchronize your Magento 2 boutique with incwo
Attach project code to your contacts
Reference and analyse the reasons of your sales failures
Follow the factors that influence your sales
Automate meeting reminders by SMS
Attach a brand to a lead
Track your prospects on your website
Your models for standard sale orders
Attach a contract to each line of proposal, invoice, etc
Synchronise your Shopify shop with incwo
Track consumption habits of your customers
Track the SMS sent from your app
Manage GlobalG.A.P certification of parties
Centralize your signed contracts and do not forget another deadline
Publish your catalogued products in one click to your professional Facebook page
Generate contacts and quotes from your website
Synchronize your Prestashop boutique with incwo
Manage various marks for your invoicing
Monitor your development indicators. 120 pre-filled indicators.
Issue invoices labelled Author‘s Note
Issue invoices labelled "Fees"
Issue estimates labelled Client Order
Issue Proformas
Categorize by branch your tasks and time spent
Monitor the percentage of progress of your tasks
Manage your purchasing advisors and business providers
Easily manage the lending of your equipment
Try it, you’ll be convinced by the power of INCWO
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