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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 consolidates all customer touchpoints to streamline communication, improve experience, and make business actions easier. ...Read more

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InstaCX Software Pricing, Features & Reviews

What is InstaCX?

InstaCX (Instaview365) is a sales automation software that helps businesses manage all customer interactions in one place. It brings together leads from multiple channels, qualifies opportunities, and ensures timely follow-ups with reminders and notifications.

The platform provides a 360° customer view, unified activity and schedule management, and tools for quotations, contracts, and renewals. Instaview 365 offers helpdesk management, sales management, and omnichannel support. By breaking customer silos and collecting all customer

information in one place, this platform improves customer experience.

It also offers intelligent reports and dashboards for tracking sales, revenue, and collections. Built on ease of use, adaptability, and actionability, InstaCX helps improve customer experience and business efficiency

Why Choose InstaCX Software?

  • Leads from All Sources: Manage leads from multiple channels on one platform.
  • Work on Qualified Opportunities: Auto-qualify leads with questionnaires and focus only on high-potential opportunities.
  • Follow-Up on Time: Stay on track with reminders, notifications, tasks, and meeting management.
  • Measure Targets: Track orders, revenue, and collections to monitor team and organizational performance.
  • Actionable Reporting: Access intelligent reports and dashboards, plus create custom reports in just a few clicks.
  • Data Security: Enterprise-grade security with SSL, user, and access management to protect business data.

Benefits of InstaCX Software

  • Persona-based Login: Different roles like Sales, Inside Sales, KAM, and Leaders get personalized logins.
  • Territory Management: Assignment can be location-wise/branch-wise/department-wise or any other parameter as per business need.
  • Customer 360 Unified View: Get a complete picture of every customer in one place.
  • Contact and Account Management: Manage all customer accounts efficiently.
  • Premium Account Tagging: Tag and track high-value or premium accounts.
  • Omni Channel Lead Management: Collect and manage leads from multiple channels.
  • Lead Qualification: Qualify leads using predefined parameters for better conversion.
  • Opportunity Management: Track and manage sales opportunities effectively.
  • Task Management: Assign, track, and complete tasks efficiently. Use filters and timelines to check if leads and opportunities are moving at the right pace.
  • Quotation Management: Create, send, and manage quotations with ease.
  • Contract Renewal Management: Get alerts and manage contract renewals smoothly.
  • Default and Custom Dashboards: Use ready dashboards or create custom ones as per needs.
  • Notifications and Alerts: Get timely alerts and notifications for important updates.

InstaCX Pricing

InstaCX price is available upon request at techjockey.com.

The pricing model is based on different parameters, including extra features, deployment type, and the total number of users. For further queries related to the product, you can contact our product team and learn more about the pricing and offers.

InstaCX Pricing & Plans

InstaCX price is available on request

Looking for pricing details, customization requirements or have other queries? We are just a click away.

InstaCX Features

  • icon_check Lead Capture Collect leads from multiple sources.
  • icon_check Lead Scoring & Qualification Evaluate and qualify leads automatically.
  • icon_check Pipeline Management Track and manage the entire sales pipeline.
  • icon_check Contact Management Organize and manage customer contacts.
  • icon_check Task Management Assign and track tasks efficiently.
  • icon_check Process Management Standardize and streamline sales processes.
  • icon_check Role-Based Access Control (RBAC) Secure access with role-specific permissions.
  • icon_check Target Tracking Set and monitor sales targets.
  • icon_check Reminders & Notifications Stay updated with alerts and reminders.
  • icon_check Dashboards Get a complete visual overview of sales performance.
  • icon_check Reports Generate actionable reports for better decisions.
  • icon_check Team Management Manage sales teams and track performance.
  • icon_check Activity Management Oversee and track all sales activities.
  • icon_check Quote Management Create and manage customer quotations.
  • icon_check Customer Management Maintain a 360° view of customer information.
  • icon_check Data Security Ensure enterprise-grade protection for sensitive 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

InstaCX Reviews and Ratings

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InstaCX FAQ

A InstaCX price is available upon request at techjockey.com.
A No, InstaCX mobile app is not available.
A InstaCX works on Windows.
A No, InstaCX does not provide a free trial.
A InstaCX consolidates customer touchpoints, manages leads, opportunities, activities, and reporting to streamline the sales process.
A InstaCX is used by sales teams, inside sales, key account managers, and business leaders.
A Yes, InstaCX free demo is available.
A No, InstaCX is not available for free.

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