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InstaCX logo Instacx dashboard Instacx users Instacx calendar Instacx contacts Instacx notes Instacx opportunity Instacx-accounts Instacx branch Instacx leads Instacx sales
Instacx dashboard
Instacx users
Instacx calendar
Instacx contacts
Instacx notes

InstaCX

Brand : Instaview365

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InstaCX Pricing & Plans

InstaCX price is available on request

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InstaCX Features

  • icon_check Lead Capture Collect leads from email, web, phone, and social in a unified platform.
  • icon_check Lead Scoring & Qualification Qualify leads automatically using questionnaires and scoring rules.
  • icon_check Pipeline Management Visualize and manage sales stages with deals moving through pipeline.
  • icon_check Contact Management Unified view of leads, accounts, VIP tags, and client data on one screen.
  • icon_check Task Management Schedule calls, meetings, follow-ups and track them centrally.
  • icon_check Process Management Automate internal workflows and sales steps for structured pipelines.
  • icon_check Role-Based Access Control (RBAC) Persona-based logins (Inside Sales, CS, Account) with target tracking.
  • icon_check Target Tracking Measure order, revenue, collection performance against set team goals.
  • icon_check Reminders & Notifications Never miss follow-ups with automated reminders and alerts.
  • icon_check Dashboards Visualize pipeline status and key KPIs at a glance.
  • icon_check Reports Build custom reports to analyze revenue, collections, and pipeline health.
  • icon_check Team Management Assign roles, track performance, and manage targets for your sales team efficiently.
  • icon_check Activity Management Schedule calls, meetings, follow-ups, and monitor all tasks in one place.
  • icon_check Quote Management Create, approve, and track quotes for leads and opportunities seamlessly.
  • icon_check Customer Management Maintain unified contact and account data for better client engagement.
  • icon_check Data Security Enterprise-grade encryption, access control, and secure storage for all sales data.

InstaCX Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Windows
  • Desktop
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Medium Business, Enterprises
  • Phone, Email
  • Live Online, Documentation
  • English

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