Manage Clients

Streamline Operations and Enhance Customer Management with iNextCRM

iNextCRM, the all-in-one solution for effective and efficient client management. Say goodbye to scattered customer data and fragmented processes. With our comprehensive platform, you can seamlessly centralize and organize all client-related information, enabling you to streamline operations and elevate your customer engagement to new heights.

Globally Trusted Technology Partners

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Complete Customer Insights at Your Fingertips

Streamline Customer Management and Optimize Company Operations

360° Customer View

Gain a comprehensive 360-degree view of each customer within iNextCRM, allowing you to manage all customer-related information in one dedicated customer module. From customer-specific notes, statements, and invoices to payments, credit notes, subscriptions, and more, iNextCRM provides a centralized hub for organizing and accessing crucial customer data.

Company Management

With iNextCRM, managing your client data becomes effortless. Our platform offers all the essential fields you need, and if you require any additional fields, we can easily customize them for you. You have the flexibility to group your clients as per your preferences, ensuring a well-organized and tailored approach to customer management.

Unlock Limitless Possibilities

Seamlessly Manage Unlimited Customer Companies and Contacts

Unlimited Customer Companies

Break free from limitations and seamlessly create and manage unlimited customer companies within iNextCRM. Whether you have a diverse client base or expanding business ventures, our platform empowers you to cater to all your customers without any restrictions.

Unlimited Contacts

Effortlessly create and organize an unlimited number of contacts associated with your customer companies. With iNextCRM, you can build a comprehensive database of all relevant individuals, ensuring you have easy access to their information whenever you need it.

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Efficiently Manage and Control Customer Data

From streamlined customer import and advanced filtering options to customizable fields, seamless data extraction, simplified bulk actions, and controlled employee access, iNextCRM empowers you to efficiently manage and maintain control over your valuable customer data.

Import Customers

Streamline the process of adding customers to iNextCRM by importing them through CSV files. This advanced feature allows you to quickly populate your database with existing customer information, saving you time and effort in manual data entry.

Advanced Filters

Navigate and sort through your customer data effortlessly with our powerful filtering options. Whether you need to search based on invoice status, project status, customer groups, or other assignees, iNextCRM provides a range of filters to help you efficiently manage your customers.

Custom Fields

Tailor iNextCRM to meet your unique business requirements by creating custom fields for customer profiles. This flexibility empowers you to capture and store specific data points relevant to your industry or organization, ensuring that your customer information is comprehensive and tailored to your needs.


Easily export customers or contacts data to Excel, CSV, or PDF files for further analysis or sharing with your team. Our export feature enables seamless data extraction, allowing you to integrate iNextCRM with external tools or reporting systems effortlessly.

Bulk Actions

Simplify administrative tasks with iNextCRM's bulk action capabilities. Whether you need to delete or change the group of multiple customers simultaneously, our platform saves you valuable time and effort by streamlining these repetitive tasks.

Control Employee Access

Maintain confidentiality and privacy by controlling employee access to client data. With iNextCRM, you have the power to determine which clients your employees can view. Assign specific access permissions, allowing your employees to manage designated clients according to your preferences and requirements.

Do More with iNextCRM Client Management

With granular contact permission management, customizable email notifications, and an immersive customer view, iNextCRM empowers you to have precise control over data access, tailored communication, and a seamless customer experience.

Contact Permission Management

Take complete control over the sections and information accessible to each contact within the customer area. With iNextCRM, you can precisely manage their permissions, allowing them to view specific details such as invoices, contracts, projects, support tickets, and more. This granular control ensures confidentiality and privacy while maintaining transparency with your customers.

Manage Email Notifications

Fine-tune and customize email triggers for each contact within iNextCRM. With this feature, you can selectively control the types of emails they receive, including invoice notifications, ticket updates, task reminders, project notifications, and more. Stay connected with your customers while ensuring they receive only the relevant information they need.

Customer View

Immerse yourself in the customer's experience by logging in as a customer and exploring the dedicated customer area. This unique feature allows you to verify and optimize the customer interface, ensuring a seamless and user-friendly experience. Walk in your customers' shoes to enhance your understanding of their journey within iNextCRM.

Built by Agency for Agency

Unparalleled Benefits

Built by an Agency.
For Agencies.

Most Agency 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.

  • Scale Your Business
  • Effective Team Management
  • Seamless Remote Work
  • Manage Business on the Go
  • Become an Industry Leader
  • Increased Client Retention

Cloud-Based CRM System
with Easy Extension & Support

Unlock the full potential of your business with iNextCRM's cloud-based CRM system.

150 +

Extendable Addons

Seamlessly extend the functionality of your CRM with our extended add-ons, including marketing and operational capabilities, tailored to meet your specific needs.

20 +

Optimization Service

Let us handle the heavy lifting. Our team will work tirelessly to optimize your processes and automation, ensuring maximum efficiency and productivity.


Hand-Holding Support

We're here to guide you every step of the way, providing personalized assistance and resolving any queries or challenges you may encounter.


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


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

Integrated with 20+ Popular Technology Platforms


Effortlessly trigger transactional SMS


Set up and manage Zoom meetings


Personalized marketing email campaigns


Receive International Payments


Select files directly from your Dropbox account


Sync your Google Calendar with iNextCRM

Google Drive

Effortlessly access and manage your files

Do You Want to explore more Integration?

Why iNextCRM

Why Choose Us

Why Onboard to iNextCRM?

Experience the power of streamlined lead management with iNextCRM. Our robust software empowers your business to efficiently capture, track, and convert leads into loyal customers, driving your growth and success.


Higher Predictability


Saved Per Day
Per User


Higher Conversion Rate


Higher Retention Rate

Frequently Asked Questions (FAQ)

Your Questions, Answered for Efficient Client Management

iNextCRM offers a 360-degree customer view, allowing you to access and manage customer-specific information such as notes, invoices, payments, subscriptions, projects, and more, all within a dedicated customer module.

Yes, iNextCRM provides flexibility in company management. You can easily customize fields and groups based on your specific business requirements, ensuring a well-organized approach to customer management.

Importing customers is made simple with iNextCRM. You can streamline the process by importing customer data through CSV files, enabling you to quickly populate your database with existing customer information.

Absolutely. iNextCRM offers advanced access control features, allowing you to determine which employees can view specific clients. You can assign access permissions, ensuring confidentiality and privacy while enabling your team to efficiently manage designated clients.

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Project Management
Project Management
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