RECORD EXPENSES

An easy way to capture in-field expenses as soon as they happen

Accurate and Detailed Expense Reporting

Inception CRM makes it incredibly easy to report all types of expenses on the go, with workflows customized according to your company’s own rules. It takes less than a minute for a sales rep to completely and accurate capture details of each expense, with records sent directly to your company’s accounting system for immediate processing.

Effective Budget Management

Inception CRM makes it easy to set up multiple cost centers, expense types, and payment types, each with their own workflows and approval stages. Expenses can be sent to accounting for real-time monitoring of field sales costs, supporting balanced, effective field sales budgets and timely reimbursements to reps.

CAPTURE PROMO SPEND

A sophisticated yet user-friendly solution for distributing free stock and tracking stock-related costs

Because Free Goods are Never Actually Free

Inception CRM’s Warehouse module is an elegant solution for managing free stock that supports compliant distribution of samples and promotional goods based on company rules and regulatory requirements that also keeps track of your promotional spend.

Managing Field Expenses Has Never Been Easier

CREATE CONTRACTS ON DEMAND

Quickly and Easily Prepare Legally-Binding Contacts with Zero Administrative Hassle

Compliant Contacts in Minutes

Inception CRM’s Windows platform gives users a quick and compliant way to make contacts with customers based predefined templates that the system populates with required information. Users can easily select, fill-in, manage, export or print contracts on demand, reduces the time required to process any contract-related administration.

Because One Size Doesn’t Fit All

Inception CRM allows administrators to create as many contract types as they need, each with their workflows and approval stages. Contracts are always properly formatted and ready for export or print, with necessary fields automatically filled in so that users stay focused on the essential aspects of their agreements. Inception gives users an easy way to review actual status of each contract and track any changes that were made.