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What is Opermax ?

Our goal is to enable contractors to boost their profitability by providing them with advanced tools and resources tailored for efficient business management through innovative technology. We prioritize keeping your customers updated throughout the entire service journey, from the first scheduling of their appointment to when your technicians arrive and complete the task at hand. With our user-friendly setup wizard, you can be fully operational in under an hour! Eliminate the chaos and disorder that often disrupt everyday business processes. Our solution allows you to streamline both management tasks and field operations with ease. Currently, we offer assistance in English, French, and Spanish, and we are open to your feedback on additional languages that could further improve our services. Since its inception, our work order module has continually adapted and grown, establishing itself as the foundation of our system due to its extensive usage and rich features. It includes all essential components for job management from start to finish, such as attachments, various notes (for office personnel, field workers, and clients), special indicators, evaluations, estimates, expenses, worksheets, invoices, payments, custom forms, and email functionalities. This comprehensive array of features empowers you to efficiently handle your workload while enhancing communication across all aspects of your operations. By leveraging these capabilities, your business can achieve a higher level of organization and customer satisfaction.

What is Inception CRM?

Inception CRM stands out as a cutting-edge solution for sales and customer management specifically designed for Life Science sales forces, facilitating the work of medical and pharmacy representatives both remotely and in the field. Offered as a Software as a Service (SaaS) through native applications compatible with iOS, iPadOS, Android, and Windows, Inception CRM fosters comprehensive customer relationships by utilizing an effective strategy for managing and segmenting customer data, targeting based on actual sales potential and priorities. The platform provides a thorough management system for time, activities, and cycle planning, while also allowing users to oversee pharmacy orders, samples, and expenses seamlessly. Its built-in features for closed loop marketing, media sharing, and remote detailing significantly boost the efficiency of both in-person and virtual calls. Users benefit from intuitive KPI dashboards and reports that ensure alignment among team members and maintain clarity throughout the sales division. With a variety of preconfigured templates and workflows, Inception CRM caters to clients of different sizes and orientations, and it also allows for easy modifications to accommodate unique workflows and business processes as needed. Moreover, the solution’s flexibility ensures that it can adapt to evolving business requirements and market changes, empowering sales teams to remain competitive.

Media

Media

Integrations Supported

Braintree
PayPal
QuickBooks Online
QuickBooks Online Advanced
Sage Accounting
Stripe

Integrations Supported

Braintree
PayPal
QuickBooks Online
QuickBooks Online Advanced
Sage Accounting
Stripe

API Availability

Has API

API Availability

Has API

Pricing Information

$19 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Opermax

Date Founded

2013

Company Location

United States

Company Website

www.opermax.com

Company Facts

Organization Name

D3S

Date Founded

2016

Company Location

Czech Republic

Company Website

inceptioncrm.com

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Maintenance Management

Asset Tracking
Billing & Invoicing
Calibration Management
Dispatch Management
Inventory Control
Inventory Management
Key & Lock Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Work Order

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

Categories and Features

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Order Management

Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

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