MOBILE SHORTCUT FEATURES
With a simple swipe down get a glance at your sales without even opening the app. Download all or choose individual contacts on your mobile device to import. Search for your companies, contacts, and opportunities in your devices spotlight search. Add contacts, companies, and opportunities without even opening the app.
Sign up todayStandard Plan
Starting at
$50/month
- Company tracking
- Contact tracking
- Lead/Opportunity Management
- Task Management
Enterprise Plan
Starting at
$100/month
- Single sign on Dedicated infrastructure
- Custom URLs
- Custom onboarding support and training
- Implementation
Indition CRM Features
Spend time managing your content the way you want.
| Standard Plan | Enterprise Plan | |
|---|---|---|
| Company tracking | ||
Company tracking allows you to follow any detail within a company entity, from email, activities, task, opportunity, leads, etc. Having this tool is essential when staying up to date on client relationship and the customer acquisition process. | ||
| Contact tracking | ||
Contact tracking allows you to follow and record any details and interactions with a customer. Store email, activities, tasks, opportunity, leads, notes, etc. With the right information at your disposal you will be able to lead your contacts into become regular customers. | ||
| Lead/Opportunity Management | ||
With lead opportunity/management use your CRM analytics to gain insight on which opportunities are more beneficial to pursue. Qualify each lead with the correct amount of data and provide your sales representatives with the information they need to close a sale. | ||
| Task Management | ||
Use your tasks to set reminders for your customer accounts. Set up a tasks or groups of tasks for your team to accomplish while keeping an effective system for managing reoccurring and one time actions. | ||
| Custom fields | ||
Use custom fields to add in the different fields you need to track extra information you want for your contacts, companies or opportunities. Custom fields are made to be specific to your needs, so if you want to add in extra input, dropdown, and or toggle go right ahead. | ||
| Role Management | ||
Use role management to define the role and position of a user within your CRM. You can use this feature to give or restrict access. To create and delete tasks and data. View data and reports from your subordinates and so much more. | ||
| Reporting | ||
Track and record all the performance metrics related to your customers as well as your team members. View reports based on any core entity and export the information you need to help with sales reporting, sales forecasting and pipeline reports. | ||
| Single sign on Dedicated infrastructure (file server, database server, scheduling server) | ||
Use our software to manage, organize, and monitor the components of a data center. Optimize IT performance without the huge costs associated with purchasing and managing fully dedicated infrastructure. | ||
| Custom URLs | ||
Custom URLs allow you to easily remember all the details and specifics with pages and accounts related to your CRM. Don’t get another example.com/yourcompanyCRM. Get the title you want and deserve. | ||
| Custom onboarding support and training | ||
Get the support you need with onboarding and specific training to maximize your time and efforts in Indition CRM. Make sure you are settled into the routine and organization of how our CRM works. | ||
| Implementation | ||
Use the process of implementing and deploying to manage and track customer relations and communication. Implementation will help businesses with contact interactions, lead generation, and help in streamlining processes. | ||
| HIPAA compliance | ||
Make sure all of your customer’s data and information is confidentially maintained and secure. Rest easy knowing the handling and storage of your customer’s data is safe and sound. | ||
| Integration and deployment | ||
Seamlessly connect your CRM software with our line of other marketing and sales products that go hand in hand with CRM. Adding these integrations will increase automated actions that will expand your CRM and sales completely. | ||
| Custom modules - extended functionality, custom integrations | ||
Use custom modules to create a separate module and track information specific to a property. You can use this for leads, contacts, companies, opportunities and more to track your sales process. Also with custom modules you can adapt our other software solutions to fit your business needs. | ||
How Many Users
$50
$50 Per Month For 2 Users
$15 Per Additional User
$100
$100 Per Month For 5 Users
$35 Per Additional User
