Company & Contact Management
Create a single database for all your customers and contacts you deal with and make a 360° degree database of all your customers. With iNext CRM you can keep customer records including billing & shipping address, GST Number, phone, email and more. The best part of iNext CRM is you can keep as many as contacts in a company you deal with. We can add more custom fields if you want any. Anytime you can export and use the data for your marketing purposes.
To manage your client data, you have all the required fields in iNext CRM. If you are missing out any, we can add them. You can group your clients as you need.
You can add as many as contacts to a company. Also, you can set permissions what they can view and what they cannot. You can set their Password to access the client portal and the sections they would be viewing.
Import & Export
Import your all client data in one click to iNext CRM. We have a predefined import format sheet which will help you out to easily do it. The export facility is yet simpler, and only the admin can export any data.
Permit or Restrict Employee Access
You don’t have to show all your clients data to all of your employees. You can set who is going to see which client. Here you can give access to your employees to manage any of your clients you wish to.
Set the modules for clients which they can access the client portal. Manage the type of email notifications they would be receiving. Also, you can send the reset password to them in one click.