All-in-One Solutions, Limitless Possibilities!

WhatsApp API-Enabled CRM

Versatile triggers for sending WhatsApp Messages, enabling effective customer engagement.

AI (ChatGPT) Powered CRM

Harness the capabilities of AI through our ChatGPT-enabled CRM, boosting productivity and efficiency.

Integrated Marketing CRM

Seamlessly merge Marketing Tools and engage prospects with precision through Drip Campaigns.

11% Higher Conversion Rate

18% Lesser Turn Around Time

35% Higher Retention

23% Better Referrals

Shift your Focus to Building, Not Just Managing, Your Agency

Most founders spend sleepless nights just keeping the lights on - scaling the agency never ends up becoming a priority between recurring client and sales calls.

iNextCRM changes that.

The recipe for a Healthier Agency and Happier Clients

iNextCRM brings your Leads, Proposals, Contracts, Clients, Invoices, and Payments in one-single place. Turns out that one platform is better than 5 software.

Acquire Leads and Close Deals

Acquire Leads and Close Deals

  • Efficient Lead Collection via Web Forms
  • Seamless Calendar Integration
  • Convenient Meeting Scheduling
  • Streamlined Sales Pipeline for Opportunity Tracking
  • Accelerate Deal Closure with E-Sign Proposals
  • Engage Cold Leads with Email Sequences
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Simplify Proposal Workflow and Boost Efficiency

Simplify Proposal Workflow and Boost Efficiency

  • Generate and Dispatch Proposals Instantly with One Click
  • Accelerate Approvals with E-Signatures, Reducing Turnaround Times
  • Communicate and Collaborate on Proposals with 2-Way Comments
  • Automate Follow-ups and Reminders to Enhance Closure Rates
  • Enhance Presentation with Attractive Templates
  • Monitor Proposal Engagement Closely
  • Stay Updated with Email & WhatsApp Notifications
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Accelerate Payment Processing with Digital Invoicing

Accelerate Payment Processing with Digital Invoicing

  • Effortless One-Click Invoice Generation
  • Support for Both Offline and Online Payment Methods
  • Create One-time, Recurring, and Consolidated Invoices
  • Handle Multiple Currencies and Taxes with Ease
  • Automated Reminders and Follow-up for Timely Payments
  • Streamline Payment Receipts and Invoice Status Updates
  • Stay Informed with Email & WhatsApp Notifications
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Get Paid on Time, Always

Get Paid on Time, Always

  • Effortlessly Automate Payment Collection
  • Access to 13+ Payment Gateways for Convenience
  • Billing Capabilities in Multiple Currencies
  • Generate PDF Receipts Sent Directly to Email
  • Allow Partial Payments for Added Flexibility
  • Receive Notifications for Successful Transactions via Email & WhatsApp
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Streamline Your Customer Database

Streamline Your Customer Database

  • Effortlessly Upload and Manage an Unlimited Number of Customers
  • Manage Multiple Contacts Within Each Customer Profile
  • Tailored Permissions and Notification Preferences
  • Assign Customers to Dedicated Staff Members
  • Gain a 360° View with Comprehensive Customer Dashboards
  • Effortlessly Import and Export Data as Needed
  • Categorize Customers into Groups for Deeper Insights
  • Stay Connected with Email & WhatsApp Notifications
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Boost Collaboration and Achieve More Together

Boost Collaboration and Achieve More Together

  • Effortless Project Creation and Management
  • Track Milestones, Tasks, Discussions, Comments, and Attachments
  • Task Features like Timers, Checklists, Reminders, and Multiple Assignees
  • Streamline Timesheet Data with Precision
  • Effortless Invoice Conversion and Project Expense Management
  • Efficient Project File Management
  • Convenient Customer Portal for Projects
  • Stay Informed with Email & WhatsApp Notifications
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Deliver Pro-Level Customer Support

Deliver Pro-Level Customer Support

  • Effortless Ticket Creation Automation
  • Sync with Email Inboxes in a Snap
  • Efficiently Manage Multiple Departments
  • Save Time with Predefined Replies
  • Enhanced with Notes, Reminders, and More
  • Stay Informed with Email & WhatsApp Notifications
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WhatsApp Official API

Drive Automated Engagement and Lead Conversion with WhatsApp Marketing Through the Official API

  • Broadcast: Seamlessly Send Marketing Bulk WhatsApp Broadcasts
  • Support: Provide Exceptional Customer Support via WhatsApp
  • Chatbot: Integrate Chatbot with Your Website to Generate Leads Effortlessly
  • Inbox: Streamline Team Collaboration with an Effective WhatsApp Team Inbox
  • Automation: Unlock Efficiency with WhatsApp Automation Features
  • Notifications: 200+ WhatsApp Notifications triggers

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Client Portal

  • Your Domain and Branding for Portal
  • Embed Google Drive Attachments
  • Securely Send & Receive fileswith your Clients
  • Custom CSS and JSfor Styling
  • Manage Tickets, Projects, Files, Contracts, Invoices, Ledger and more.

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Tools that grow with you

Empower Your Business.
Do more. Succeed more.

Continuous improvement

Continuous improvement

Stay organized and track your team’s progress to strategically scale.

Spend more time doing

Spend more time doing

Collaboration tools free up your time to focus on what matters most.

Flexible & affordable pricing

Flexible & affordable pricing

Teams small and large will find an affordable pricing option for them.

Optimize your workflow

Optimize your workflow

Know what’s working and what’s not to prevent the preventable and fix the rest fast.

Keep your eye on the prize

Keep your eye on the prize

Enable data-driven decisions to grow your team confidently and consistently.

Get the most out of what you’ve got

Get the most out of what you’ve got

Powerful tools that work together to help you get more with less.

Remove iNextCRM Branding

No, Seriously. No one needs to know. Your colors, your domain, your logo and your mail settings.

Custom Domain

With SSL Secured. You, your team and clients log in on your domain.

No Brown Labelling

Remove ‘Powered by iNextCRM’ from everywhere.

Logo & Colors

Your Logo and Brand Colors on Invoice, Proposals and Client Portal.

Mail Settings

Send all transactional mails with your own SMTP settings.

Testimonials

What They Say About Us

Dynamically initiate market positioning total linkage with clicks-and-mortar
technology compelling data for cutting-edge markets.
Siddharth Chaudhary Siddharth Chaudhary

Siddharth Chaudhary

Founder & CEO

iNextCRM has completely transformed the way we manage our customer relationships. With its intuitive interface and powerful features, our sales team has seen a significant boost in productivity and efficiency. It's truly a game-changer!

Siddharth Chaudhary
Ritam Bhatnagar Ritam Bhatnagar

Ritam Bhatnagar

Founder

iNextCRM has been a lifesaver for our customer service team. Its comprehensive ticketing system and automated workflows have enabled us to provide exceptional support to our clients. The result? Improved customer satisfaction and a significant reduction in response times.

Ritam Bhatnagar
Shivangee Mehta Shivangee Mehta

Shivangee Mehta

Founder & CEO

iNextCRM is an all-in-one software for managing the entire client life-cycle, including leads, customers, invoices, proposals, and payments, all in one convenient platform. One of the standout features is the ability to effortlessly create captivating proposals. The best part is being able to send proposals directly from the iNext CRM dashboard while effectively managing my clients. The constant introduction of new features by the iNext team keeps me excited and engaged. I'm absolutely loving it!

Shivangee Mehta
Aman Sharma Aman Sharma

Aman Sharma

Business Owner

As a small business owner, I needed a CRM solution that would scale with my growing business. iNextCRM has been the perfect fit. Its flexible customization options and seamless integration with other tools have allowed me to tailor it to my specific needs. It has truly been a catalyst for our success.

Aman Sharma
Vikram Lal Vikram Lal

Vikram Lal

Founder & CEO

Managing my own business used to be a complex ordeal until I discovered iNext CRM. This all-in-one tool has simplified everything for me, providing a seamless experience. The Support team is highly responsive, and the development team works swiftly to introduce exciting new features. I am truly grateful to Priyanka and her team. Thank you for making my business journey easier!"

Vikram Lal
Hanshika Shah Hanshika Shah

Hanshika Shah

Marketing Director

Before discovering iNext CRM, our invoicing process involved using Word, relying on calendars for due-date reminders to clients, and even using pets to send proposals. With iNext CRM, we can now seamlessly manage all these tasks from a single platform, while also gaining valuable insights that enhance our efficiency. As a result, we have experienced a remarkable 15% increase in revenue realization speed. iNext CRM has truly transformed our operations for the better!

Hanshika Shah
  • Google Drive
  • Google SMTP
  • AWS SMTP
  • Twilio SMS
  • MSG91 SMS
  • Pusher Notifications

Integration

We Collaborate with Top Third-Party Aps

  • Paypal Payment Gateway
  • RazorPay Payment Gateway
  • 2Checkout Payment Gateway
  • Instamojo Payment Gateway
  • Brevo Email Marketing
  • Stripe Payment Gateway

Blog

Latest Insights

How To Keep Track of Client's Information B2B CRM
February 16, 2024

How To Keep Track of Client’s Information [4 Effective Ways]

For many consultants and agency owners, efficiently ...

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The Agency Guide To Effective Client Communication B2B CRM
February 16, 2024

The Agency Guide To Effective Client Communication [Client Conversation Examples]

Client communication is a cornerstone for agencies, ...

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Mastering the Art of Crafting the Perfect CTA for Your Landing Page B2B CRM
November 16, 2022

Mastering the Art of Crafting the Perfect CTA for Your Landing Page

Designing an effective landing page is like ...

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