What Makes iNEXT CRM Right For You?
Every Business wants to generate and manage more Leads through a Client Management System. Lead Generation via Email plays a vital role in Business Marketing Strategy. To get the most out of your Email Marketing, iNEXT Customer Relationship Management Software enables you to directly collect Leads from your Emails.
In general, a trigger is a business rule which can perform automatic actions based on an event inside iNEXT. iNEXT CRM Triggers allows you to perform automated actions like Triggering an Email or updating an attribute based on particular Criteria.
With our enhanced Client Management System, now seamlessly integrate with Google, Yahoo, and nearly any email. Import all your emails from your accounts
Assign,Track, Review & Improve Sales Team Efficiency
Sales Activities Management
Plan, Assign, Track Review - Calls, Tasks & Visits
Send Email/SMS Reminders to Sales Team on Due Time
Send Email/SMS to Clients in One Click
Get Daily Activity & Sales Reports in Email
Review Missed or Overdue or Escalated Activities
Track Daily, Weekly, Monthly Team Productivity Reports
Create unlimited web to lead forms and inject in your landing page or website. This feature allows you to import leads into iNEXT CRM from form
Manage projects and track time spent on project for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member.
Receive payments from Paypal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money and Braintree, we have implemented payment gateways that are available in most of the countries.
Create good looking proposals for leads or customers and increase sales. Receive notification when proposal is accepted/declined and auto send thank you email to your customer
Great support ticket system with autoresponse, private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses
Setup predefined email templates from text editor. Merge fields available and multi language options available.
You can give staff a specific permissions what can do or can't do. Role permissions can be overided for each staff.
Setup goals and tracking achievements. Use the Goals Tracking feature to keep sales goals in mind.
Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions. Customers area is fully separated from the admin area. Clients have their own client portal with all financial data from your company presented in clear view.
iNEXT allows you to keep in track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed by previously setup customer currency. Invoice with different tax based on item.
Create estimate within a minute, sent to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Ability to auto convert the estimate to invoice after customer accept.