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Inception CRM

Inception CRM


Recent Reviews

TrustRadius Insights

Inception CRM has proven to be a reliable solution for call recording, ensuring that important conversations are adequately documented. …
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per month

Entry-level set up fee?

  • No setup fee


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Details

What is Inception CRM?

Inception CRM Features

  • Supported: Activity Dashboard
  • Supported: Alerts/Notifications
  • Supported: Calendar/Reminder System
  • Supported: Contact Database
  • Supported: Contact Management
  • Supported: Customizable Fields
  • Supported: Data Import/Export
  • Supported: Document Storage
  • Supported: Email Management
  • Supported: Forecasting
  • Supported: Interaction Tracking
  • Supported: Lead Management
  • Supported: Lead Qualification
  • Supported: Mobile Access
  • Supported: Pipeline Management
  • Supported: Reporting/Analytics
  • Supported: Sales Pipeline Management
  • Supported: Segmentation
  • Supported: Task Management
  • Supported: Territory Management
  • Supported: Workflow Management

Inception CRM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsMac, Windows, Linux, Chromebook, Android, iPhone, iPad
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Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Inception CRM has proven to be a reliable solution for call recording, ensuring that important conversations are adequately documented. Users have reported high satisfaction with the program, leading to a happy and productive team. With its easy-to-use interface and excellent support for issue resolution, Inception CRM makes it effortless to manage sales force activities and achieve desired results. Furthermore, the comprehensive overview of sales activities provided by the system allows for clear segmentation and analysis of sales results, enabling businesses to make informed decisions based on data-driven insights.

One of the key use cases of Inception CRM is its ability to integrate well with business portals and offer good Ecommerce capabilities. This ensures seamless connectivity between different systems and streamlines the process of identifying potential customers and planning effective business trips. Additionally, the software facilitates sales data comparison, client sales development, and order management, allowing businesses to efficiently manage their relationships with smaller wholesalers and warehouse operations.

Inception CRM also supports territory management and reporting, aiding in business route planning and identification of potential customers. It assists in regional analyses and process optimization in the field, providing valuable insights for decision-making. The clear and easy-to-use features enhance daily work for sales planning and achieving results.

Moreover, the software enables consistent monitoring of return on investments through monthly billing reports. This feature empowers businesses to track their financial performance closely and make necessary adjustments as needed. Lastly, it is worth noting that Inception CRM has been used successfully for 14 years without any problems in hospitals and pharmacies, providing quick access to sales data when needed.

Overall, Inception CRM offers a user-friendly experience combined with robust functionality to effectively manage sales force activities, analyze sales results, identify potential customers, optimize processes, and track return on investments. Its integration capabilities, coupled with excellent customer support, have made it a valuable tool for businesses across various industries over the years.

Easy to Use and Navigate: Many users have praised Inception CRM for its user-friendly interface and easy navigation. Users find the abundance of drop-down menus helpful in quickly moving from page to page. The software's intuitive design and wide range of modules make it easy for users to understand and utilize all the available options.

Effective Sales Analysis: Several reviewers have appreciated the software's clear visibility into customer and sales data, as well as its integration with business portals. Users find the export options and sales analysis features well-integrated, allowing them to analyze their sales performance effectively. This helps businesses make informed decisions based on accurate information.

Outstanding Support: Users have expressed their satisfaction with the exceptional support provided by Inception CRM's vendor. The vendor understands the complexities of the pharmaceutical market and aligns with customers' expectations. This level of support ensures that users receive timely assistance when needed, enhancing their overall experience with the software.

Poor Customer Search and Filter Options: Several users have expressed frustration with the customer search and filter options, stating that they are inadequate for efficient information retrieval.

Non-Intuitive Process of Adding New Customers: According to one user, the process of adding new customers is not intuitive and could be improved to enhance user experience.

Lack of User-Friendly Interface: Some users have mentioned the need for a more user-friendly interface, despite acknowledging good analytics and quick response times in the software.

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