instntly.ai
“Chat” with your company: Analyse hidden company data & generate more turnover.
21
Modules
800+
Components
Workflows
Sales & Financial
Projects
Full follow-up
AI integration
Enhances customer experience, enables predictive analytics for better decision-making
AI-powered CRM solutions leverage the capabilities of artificial intelligence to enhance customer interactions, streamline processes, and gain valuable insights. Here are some of the key benefits:
Kanban board
Interactive drag and drop interface
One short advantage of using Kanban is its visual nature, which provides a clear and concise representation of work progress. By using Kanban boards, teams can easily see the status of each task, identify bottlenecks, and visualize the flow of work. This transparency promotes effective communication, collaboration, and enables teams to make informed decisions and prioritize tasks efficiently.
Map integration
Markers and cards integration
Using Maps in instntly.ai can provide several benefits:
Calendar
Advanced calendar integration
One short advantage of using a calendar in instntly.ai is improved coordination and scheduling of customer interactions. By integrating a calendar into the CRM system, users can conveniently schedule appointments, follow-ups, and meetings with customers directly within the platform.
This helps sales representatives, customer service agents, and other team members stay organized and ensure they allocate adequate time for each customer interaction. The calendar feature also enables teams to avoid overlapping appointments, manage their time effectively, and provide a seamless and timely customer experience.
Drive
Use your files anywhere
Overall, the integration of an online storage provider within this software platform offers numerous advantages, including centralized data storage, improved security, easy accessibility, collaboration capabilities, scalability, and cost savings!
Awesome Features
You get all the features to run instntly software to the max. Besides, you receive numerous plugins out of the box and ready to use.
Contact Management
allows you to store and manage customer contact details, including names, addresses, phone numbers, and email addresses. It also provides features for organizing contacts into groups or segments.
Lead Management
helps track and manage leads throughout the sales pipeline. It includes features for lead capture, lead scoring, lead assignment, and lead nurturing to ensure a smooth transition from leads to customers.
Opportunities
assists in tracking and managing opportunities, from initial contact to deal closure. Included are features for pipeline visualization, deal tracking, forecasting, and performance analysis.
Customer Service
focuses on managing inquiries, complaints, and support tickets. Included are features for ticket management, issue tracking, service-level agreements (SLAs), knowledge base, and communication history.
Marketing
helps automate marketing tasks and campaigns. Included are features for email marketing, campaign management, lead nurturing, lead scoring, and marketing analytics to track campaign effectiveness.
Analytics & Reporting
provides insights into customer behavior, sales performance, and overall business metrics. Included are features for generating reports, dashboards, and visualizations to help make data-driven decisions.
Channels
integrates with communication channels such as email, social media, and live chat. It allows for seamless communication and ensures all customer interactions are recorded in the CRM system.
Documents
allows you to store and manage customer-related documents, such as contracts, proposals, and agreements. Included are features for collaboration and document sharing with team members.
Mobile Access
provides mobile access to the CRM system, allowing users to access customer information, manage tasks, and update records on the go. Technicians also work with this module.
Calendar and Tasks
helps manage schedules, appointments, and tasks. Included are features for setting reminders, scheduling follow-ups, and assigning tasks to team members.
Integration
with other business applications such as Exact Online or Mailchimp and e-commerce. Seamless data synchronization and it eliminates manual data entry.
Security & Access
ensures data security and controls user access levels within the CRM system. It includes features for authentication, role-based permissions, and data encryption.
Design
Crafted by professional UI/UX designers.
Why?
A good CRM program should prioritize speed and ease of use, enabling organizations to effortlessly manage and nurture customer relationships.
You only need instntly.ai for your daily administration!
By utilizing a cloud-based system, businesses can enjoy the benefits of quick access to customer data, streamlined processes, and enhanced team collaboration. With its user-friendly interface and efficient functionality, a robust CRM cloud system empowers businesses to optimize their sales, marketing, and customer service efforts, ultimately driving growth and improving customer satisfaction.
Less work, more flows.
Boost productivity with instntly.ai!
By leveraging the features and capabilities of CRM software, businesses can streamline operations, optimize resource utilization, and achieve higher productivity levels across sales, marketing, and customer service functions.
Start using instntly.ai today!
Free Demo or buy
Would you like to test out instntly.ai before purchasing it? You're in luck, because we have a demo version that you can set up and try out.
- I just want to make invoices.
- 1 month try-out
- Basic invoicing needs
- Users1
- Contacts
- Products
- Invoices
- Payments
- Publish with instntly.ai label
- 20 € per extra user
- Chat support
- All invoice & payment modules
- If you're new to administration or just need the basics.
- 1 month try-out
- Basic invoicing needs
- Users1
- Contacts
- Products
- Quotes
- Invoices
- Payments
- Publish with instntly.ai label
- 10 € per extra user
- Chat support
- Starter modules
- Full access to calendar, kanban, projects and payment tools.
- 1 month try-out
- Full invoicing needs
- Users1
- Contacts
- Products
- Quotes
- Invoices
- Recurring invoices
- Projects
- Drive
- Advanced reporting
- Hide instntly.ai label
- 15 € per extra user
- Chat + Mail support
- Business modules
- 256mb storage
- The ideal plan for businesses with accounting integration.
- 1 month try-out
- Invoicing & integration needs
- Users1
- Contacts
- Products
- Projects
- Quotes & Invoices
- Recurring invoices
- Deliveries
- Kanban
- Projects
- Advanced reporting
- Hide instntly.ai label
- 35 € per extra user
- Chat + Mail + Phone support
- Multi company/location
- 512mb storage
- Contact us for custom solutions
- It is also possible to use instntly.ai in a tailor made solution.