IncomeCRM offers a full stack of software for marketing, sales, and customer service, with an affordable CRM at its core. They’re powerful alone — but even better when used together.
As the underlying database that powers each IncomeCRM product, the CRM is the heart and soul of your IncomeCRM service. It goes far beyond simple contact management, giving you incredible insight into every contact so you can build deeper relationships with your buyers at scale. It all starts here, and it all starts cheap
Built with today’s empowered customer in mind, IncomeCRM marketing module makes it easy to connect with customers on their terms, improve their experience, and truly help them succeed. You’ll make customers happier, keep them longer, and grow your business faster
IncomeCRM's sales module includes a full suite of tools to boost your productivity, shorten deal cycles, and make your sales process more human-friendly — without adding to your workload. Your whole sales team will book more meetings and close more deals, with a whole lot less work.
Built with today’s empowered customer in mind, IncomeCRM’s customer service module makes it easy to connect with customers on their terms, improve their experience, and truly help them succeed. You’ll make customers happier, keep them longer, and grow your business faster.
When you register in our trial free CRM you will get all features that you expect in a standard CRM service. You can see list of features available with IncomeCRM below
To add a staff member to organization, you need to enter the Email Id, and invite the staff member to register (Invitation will be automatically sent to the given Email Id).
A lead is the first step in the process. Clients/customers/agents have indicated some interest in your company or its product, but you have no history of interaction with them.
Sales Team is assigned with certain targets of invoices and sales. This sales team block gives the actual sales in the current month and the target yet to be reached for a sales team. This gives clear analysis to the sales team regarding the target that has to be reached and the analysis of sales can also be done easily.
When the product information is explained to a customer and the positive response from a customer is regarded as an opportunity and all the details of opportunities can be listed for improving the sales of the product. The sales process can be clearly fixed for the future actions to be taken for improving sales.
For a product purchase a brief description of price can be given as a Quotation. The Quotation given can be saved by the quotation number and the date when it was issued and also to the sales person who issued the quotation and status of the quotation. The quotation has options to edit or delete and print the quotation of a product.
Sales Order gives the data regarding the sales like the name of the customer and the sales person concerned with sale and date of purchase with sale order number. It also shows the status of the sales order and it had options to delete or print whenever it is required.
It is a billing or payment, once Quotation or sales order gets confirmed by the customer (convert as invoice) then invoice will get generated. Based on payment log We can display paid invoice, open invoice and due invoice.
Calendar used to show the scheduled meeting to define when an appointment or activity is to occur. We can also update the meetings by changing the date and time. All the meetings created can be viewed on the calendar.
Customer of organization can login and use following features.
Customer can view the quotations which is related to the company based his company. Quotation is converted to Sales order if quotation is accepted by customer.
Sales Order gives the data regarding the sales like the name of the customer and the sales person concerned with sale and date of purchase with sale order number.
It is a billing or payment. It shows the invoices which are generated by organization. Customer can clear the invoices through stripe payments.
An email message is a text. Here customer can interact with all Staff and Customers related to the organization.
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With tools to make every part of your process more human and a support team excited to help you, getting started with inbound has never been easier.