Customer Relationship Management

Find the right customers with speed and simplicity. Inception CRM's powerful Search engine helps users find the right HCPs and accounts. View each customer's contact details, call history, and more with a single click.

Customer Data Management

A great way to keep your customer information up to date. Inception CRM's Updates module makes it easy for users to add customers and update details on the go, with changes managed according to your rules.

Compliance and Privacy Management

Inception CRM supports end-to-end consent management for HCPs. Smart forms give reps an easy way to capture HCP consent and preferences. Configurable forms and workflows ensure compliance with privacy laws everywhere you do business.

Sales Cycle Management

An ideal solution for achievable, balanced cycle plans, Inception CRM's Cycle Plan transforms target lists into firm commitments based on coverage and frequency goals.

Time and Activity Management

Inception CRM's Planner supports complete user time and activity management. It makes it easy to schedule activities and calls. Reps can launch virtual meetings, deliver remote presentations, execute cycle plans and complete call reports, all in one place.

Activity, Event, and Call Reporting

Dynamic questionnaires for each visit and call. Report calls, activities, and events with Inception CRM's dynamic questionnaires. These configurable questionnaires make it easy to report visits, calls, events, and activities, helping users focus on the right insights.

eDetailing and Virtual Engagements

Launch virtual meetings from the Planner and meet customers without leaving your app. Built-in video calling and screen sharing make it easy to present approved content right inside your customer’s browser.

Task Management

From personal reminders and to-dos to collaborative tasks, Inception CRM’s configurable, workflow-based approach makes it easy for users to assign and stay on top of tasks.

Order Management

Inception CRM’s configurable, customizable order forms and product templates support all your commercial conditions. Set discounts and rebates that scale based on an order's size, value, or composition.

Contract Management

The Contracts module is a configurable, workflow-based module adaptable to any contract workflow. Manage everything from KOL speaking agreements to customer consent agreements right inside CRM.

Project and Event Management

Projects makes it easy for users to collaborate on shared projects with ease. Its robust forms support a wide variety of needs, from event approvals to content reviews.

Digital Asset Management

Media gives reps easy access to approved media on all their devices. File versioning ensures users always access the latest version. Built-in audits track all content use by file, user, customer, and location.

Approved Content and CLM

Measure the impact of your promotional content. From PDFs to HTML5 CLM presentations, Inception CRM tracks how reps use media, from training materials to promotional content.

RTE and Approved Email

Send compliant emails with ease. Approved Email gives reps an easy way to share content without breaking any rules. Track how customers respond via link clicks and downloads right inside the app.

Sample and Promo Stock Management

The Warehouse module makes it easy to track samples and promotional stock distributed to HCPs. It ensures compliance with regulatory disbursement limits as well as company rules.

Expense Management

The Expenses module makes it easy for reps to record expenses as they go. Configurable expense templates allow custom expense types and cost centers. Out-of-the-box audit reports help managers track field sales spend on demand.

Performance Analysis and Benchmarking

Inception CRM's customizable, interactive dashboards make it easy to explore key data. Embedded throughout the app, they provide vital data where it's needed most.