Customer Area

Streamline Customer Engagement with Our Personalized Client Portal

Effortlessly manage your customer interactions and streamline collaboration with our customizable and branded client area.

Globally Trusted Technology Partners

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Empower Your Customers to Manage Their Profiles and Billing Information

Empower customers with seamless profile and billing management, including secure password changes and confidential data protection.

Customer Data

Enable seamless access and management of customer profiles, company details, and contact information in the dedicated customer area.

Secure Account Management

Allow customers to change their passwords easily and ensure the confidentiality of their personal information.

Strengthen Customer Engagement and Support

Enhance customer engagement and support by simplifying support ticket creation and management in the customer area.

Support Tickets

Simplify the creation and management of support tickets, including attachments and replies, for efficient customer support and issue resolution.

Important Announcements

Keep customers informed with prominent announcements displayed at the top of the customer area.

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Efficient Data Management for Customers

Efficiently manage customer data with features like project tracking for milestones and collaboration, streamlined invoice viewing and online payments, contract accessibility and management, simplified proforma invoices, convenient proposal handling with comments and feedback, and easy file management for seamless access and collaboration.

Project Tracking

Enable customers to track project milestones, tasks, and progress while collaborating with team members through file sharing, attachments, discussions, and comments.

Streamlined Invoices

Provide customers with the ability to view, accept, and download invoices, conveniently facilitating online payments directly from the customer area.

Contract Accessibility

Allow customers to access and view contracts, electronically sign them, and manage all contract-related activities.

Simplified Proforma Invoices

Enable customers to view, download, and accept proforma invoices, streamlining the process of generating and managing financial documentation.

Convenient Proposal Handling

Offer customers the ability to view, accept, download, or decline proposals, while providing comments or feedback directly within the proposal interface.

Easy File Management

Allow customers to view uploaded files and conveniently upload additional files, promoting seamless access and collaboration.

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.

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


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 Area

Yes, we offer the option to white-label the client area, allowing you to customize it with your own branding. This ensures that your customers enjoy a fully personalized and seamless experience. You can even modify the footer signature to further align it with your company's identity.

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Project Management
Project Management
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