InstaCX

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.