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“Chat” with your company: Analyse hidden company data & generate more turnover.



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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:

  • Chat with your company! Analyse hidden company data, generate upselling with all your data at your fingertips.

  • The AI can analyze vast amounts of customer data to understand preferences, behavior, and buying patterns.

  • AI integration enables instntly.ai to forecast customer behavior and identify trends. Businesses can use this predictive analysis to anticipate customer needs, optimize marketing strategies, and make data-driven decisions.

  • AI can automate repetitive sales tasks, such as data entry, lead nurturing, and follow-ups. This streamlines the sales process, improves productivity, and allows sales representatives to focus on building relationships and closing deals.

  • MapBox Leaflet.js Custom Integration Mockup

    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.

    Kanban Preview

    Map integration

    Markers and cards integration

    Using Maps in instntly.ai can provide several benefits:

  • Visualize and Analyze Data: Mapbox integration allows for the visual representation of customer data on interactive maps. This enables users to analyze and understand geographical patterns, such as customer locations, sales territories, or service areas. By visualizing data spatially, users gain valuable insights and can make informed decisions.

  • Maps

    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.

    Calendar Preview

    Drive

    Use your files anywhere

  • Centralized Data Storage: An online storage provider integrated into CRM software allows for centralized storage of customer-related documents, files, and data. This ensures that all relevant information is easily accessible from one location, promoting efficient collaboration and preventing data silos.

  • Easy Accessibility: Storing data in the cloud allows authorized users to access it from anywhere, at any time, as long as they have an internet connection. This enables remote teams, field representatives, and employees working from different locations to retrieve and update customer information on the go.

  • Seamless File Sharing and Collaboration: With an integrated online storage provider, CRM users can easily share files, documents, and resources with team members. This facilitates seamless collaboration, allowing team members to work together on projects, share information, and maintain a unified view of customer interactions.


  • 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!

    Cloud drive

    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 using instntly.ai can significantly boost productivity in several ways:

  • Efficient Data Management: CRM software centralizes customer data, making it easily accessible and eliminating the need for manual data entry and searching through various sources. This streamlines data management, saving time and effort.

  • Streamlined Sales Processes: CRM software automates repetitive sales tasks such as lead management, contact updates, and follow-ups. By automating these processes, sales teams can focus on high-value activities, leading to increased efficiency and productivity.

  • Improved Collaboration: CRM software enables seamless collaboration among team members by providing a shared platform for customer information and communication. This fosters better coordination, reduces duplication of effort, and ensures everyone is aligned, leading to enhanced productivity.

  • Enhanced Customer Service: CRM software empowers customer service representatives with comprehensive customer profiles and interaction history. This enables faster issue resolution, personalized support, and improved customer satisfaction, ultimately saving time and increasing productivity.

  • Streamlined Marketing Campaigns: CRM software provides tools for managing marketing campaigns, automating email marketing, and tracking campaign performance. This streamlines marketing activities, improves targeting, and increases the efficiency of lead generation and conversion.

  • Data-Driven Insights: CRM software generates reports and analytics on customer interactions, sales pipelines, and business performance. These insights help identify trends, optimize processes, and make data-driven decisions, leading to increased productivity and improved outcomes.

  • Task and Reminder Automation: CRM software allows for automated task creation and reminders, ensuring important activities are not overlooked. This helps teams stay organized, meet deadlines, and manage their workload more effectively.

  • Mobile Access and Remote Work Support: Many CRM software solutions offer mobile apps, enabling remote access to customer data and essential features. This flexibility allows sales teams and customer service representatives to work efficiently from anywhere, improving responsiveness and productivity.

  • Workflow Automation: CRM software automates workflows, eliminating manual and time-consuming processes. By automating routine tasks, teams can focus on more strategic activities, resulting in increased productivity.

  • Integration with Other Business Tools: CRM software can integrate with other essential business tools such as email, calendars, project management, and accounting systems. This integration streamlines workflows, eliminates manual data entry, and improves overall productivity.


  • 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.

    Mini
    25 /month
    • 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
    Register for the demo
    Starter
    50 /month
    • 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
    Register for the demo
    Premium
    75 /month
    • 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
    Register for the demo
    Enterprise
    250 /month
    • 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
    Register for the demo
    Custom solutions
    • Contact us for custom solutions
    • It is also possible to use instntly.ai in a tailor made solution.
    Contacteer ons