Contacts
Maintain structured contact details, roles, communication information, notes and customer context.
IPcom CRM capabilities
Manage the complete customer relationship without losing context.
From the first enquiry through sales, communications, subscriptions and ongoing support, IPcom CRM keeps the relevant business activity connected.
Customer information
Build a reliable record of every commercial relationship.
Keep people, organisations and their relevant business history connected instead of spreading information across unrelated documents and inboxes.
Companies
Connect contacts and commercial activity to the correct organisation.
Relationship history
Preserve the surrounding sales, communication and billing context rather than keeping isolated records.
Sales management
Move opportunities through a clear sales process.
Record potential business, connect it to the relevant company and contact, and progress it through a controlled workflow.
- Lead and opportunity records
- Company and contact association
- New, qualified, proposal and negotiation stages
- Opportunity value and probability
- Expected closing dates
- Won, lost and reopened outcomes
1New
2Qualified
3Proposal
4Negotiation
5Won
Communications and campaigns
Keep conversations and marketing activity accountable.
Connect communications to the correct CRM context while using controlled mailing, consent and delivery tools.
- Structured CRM conversations
- Inbound email reply handling
- Mailing lists and campaign preparation
- Consent-health controls
- Scheduled campaign dispatch
- Email delivery reporting
Commercial management
Connect billing activity to the customer relationship.
Keep subscriptions, invoices, payments and customer access linked to the relevant billing account.
Billing accounts
Maintain the commercial account that connects the customer to subscriptions and invoices.
Subscriptions
Record recurring packages, billing periods, lifecycle state and provider references.
Invoices and payments
Create invoice history, allocate payments and provide secure customer invoice access.
Customer billing portal
Give the purchaser or authorised billing contacts access to subscriptions, invoices, payments and renewal controls.
Optional connected commerce
Connect a supported multi-vendor marketplace when required.
Marketplace seller functionality is optional. The current seller-specific connection is intended for compatible CS-Cart Multi-Vendor installations and is not required for a standard IPcom CRM installation.
Optional marketplace source
CS-Cart Multi-Vendor
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Connected workspace
IPcom CRM
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Organised records
Commercial activity
WordPress and WooCommerce connectors are planned future developments and are not represented as currently available. Connection availability depends on the platform, package and agreed implementation requirements.
Controlled access
Give each type of user access to the appropriate area.
Standard CRM access, customer billing access and optional marketplace seller access are separate. A seller portal is only relevant where a supported multi-vendor connection has been implemented.
Manage authorised internal CRM functions and records.
Provide entitled marketplace sellers with applicable CRM access only where a supported multi-vendor connection is configured.
Provide purchasers and authorised billing contacts with secure subscription, invoice and payment access.
Keep platform-level control separate from CRM staff, billing contacts and optional marketplace sellers.
More than a software login
Managed setup, onboarding and room for bespoke development.
We provision each initial customer installation manually during the soft launch. Configuration, onboarding and any agreed integration work are handled around the selected package and customer requirements.