Incep Digital

The AI CRM built for growing businesses

Manage customers, automate repetitive work, run your sales pipeline and communicate from one intelligent workspace on desktop or mobile.

14-day free trialNo card requiredDesktop + mobile
crm.incepdigital.com

Good morning, Ama

Here's what's happening at Incep Digital this month.

August 2026

Leads this month

38

12 new this week

Revenue this month

GHS 48,600

18.4% above last month

Pipeline value

GHS 126,400

23 active opportunities

Deals won this month

7

GHS 32,800 closed

Revenue goal this month

GHS 48,600

69% of GHS 70,000
GHS 21,400 remainingOn track
Incep CRM mobile home dashboard
AI, sales and customer operations in one workspace

One complete platform

Everything your business needs

Customer management, sales, AI, communication and operations work from the same source of truth.

CRM

One workspace for every relationship.

AI Assistant

Answers grounded in your customer data.

WhatsApp

Business conversations inside the CRM.

Automation

Turn repeatable work into reliable flows.

Tasks

Assign, prioritize and never miss a follow-up.

Calendar

Appointments, reminders and team schedules.

Pipeline

Move every deal from first touch to won.

Reports

Clear performance reports for every team.

Analytics

See trends, risks and opportunities early.

Forms

Capture leads directly into your CRM.

Contacts

People, businesses and deals connected.

Customer Timeline

A complete history of every interaction.

Meet your AI assistant

AI that knows your business

Incep AI works inside your customer records, conversations, tasks and pipeline. It helps your team act faster with context. It is not another disconnected chatbot.

Generate replies
Summarize conversations
Create follow-up tasks
Suggest next actions
Draft emails and messages
Generate sales reports
Incep AI Assistant
Connected to your CRM

Suggested actions

Summarize conversation
Create follow-up tasks
Draft a customer reply
Analyze deal history

Apex Homes is likely to close this week. Their last two messages asked about implementation timing and the proposal was viewed twice today.

Recommended next action

Send a concise implementation timeline and create a follow-up for Monday if they do not reply.

Draft replyCreate task

Give me a summary of every deal at risk and prepare follow-up tasks for the team.

Ask about customers, tasks, deals or reports...

Sales pipeline

Know what is moving. Close what matters.

Give every opportunity a clear owner, next action and value, then see your forecast update as work gets done.

Sales pipeline

GHS 187,200 across 12 active deals

All owners + Add deal
New lead3
GHS 28,400

Kasa Studio

GHS 12,000

AMWebsite form

Bloom Care

GHS 8,400

KOReferral

Northpoint

GHS 8,000

SAWhatsApp
Discovery3
GHS 46,800

Apex Homes

GHS 24,000

KOCall today

Nord Academy

GHS 14,800

SAMeeting booked

Sisu Labs

GHS 8,000

AMAI qualified
Proposal3
GHS 58,500

Orbit Retail

GHS 32,500

SAViewed 2x

Juno Health

GHS 18,000

AMFollow-up due

Mica Works

GHS 8,000

KOSent Friday
Closing3
GHS 53,500

Volta Foods

GHS 26,000

AMDecision Friday

Alto Legal

GHS 16,000

KOContract sent

Cedar Wellness

GHS 11,500

SAFinal review
Visual Kanban pipeline
Custom lead stages
Deal values and owners
Sales forecasts
Activity history
Recent communication

Automations

Put repetitive work on autopilot

Build reliable workflows visually or describe what you need and let AI create the steps. Every automation stays connected to the customer record.

New leadTrigger
Assign salesperson
Send message
Create follow-up
Notify owner
Build workflows from a plain-language prompt.
New lead follow-upActive
Test workflow

New lead

Trigger

Assign owner

Round robin

Send message

WhatsApp

Wait 24 hours

Delay

Create follow-up

Task

Notify owner

If no reply

Connected communication

Communicate where your customers already are

WhatsApp is a powerful channel inside Incep CRM, not the CRM itself. Every message, form submission and future channel becomes part of the same customer history.

WhatsApp

Connected now

Forms

Connected now

Email

Coming next

Web chat

Coming next

More integrations

On the roadmap

Communication channels

WhatsApp

Connected

Forms

Connected

Email

Coming next

Web chat

Coming next

Kwame Owusu

Orbit Retail · Opportunity: GHS 32,500

WhatsApp
Could you share the final rollout timeline with me?
Absolutely. I've attached the rollout plan. We can begin onboarding next Monday.

AI detected buying intent

Suggested: move this deal to Closing and create a follow-up task for Monday.

Apply bothReview
Write a reply...

Customer management

A complete view of every relationship

Know who your customer is, what they bought, what your team promised and exactly what should happen next.

KO

Kwame Owusu

Head of Operations · Orbit Retail

Active opportunity
kwame@orbitretail.com
+233 24 555 0194
Accra, Ghana

Deal value

GHS 32,500

Lifetime value

GHS 68,200

AI customer brief

High intent, prefers concise updates, usually responds before noon.

Customer timeline

Every interaction, in one history

Add note

WhatsApp conversation

Asked about rollout timeline

10 min ago

Proposal viewed

Enterprise rollout.pdf

Today, 09:42

Follow-up completed

Shared product comparison

Yesterday

Deal stage changed

Proposal → Closing

3 days ago
Customer profiles
Purchase history
Communication timeline
Tasks and reminders
Notes and activity
Files and documents
Custom fields

Analytics and reporting

Turn activity into clear decisions

See the health of your pipeline, the performance of your team and the channels that create real revenue, all without building a spreadsheet.

Revenue
Conversion rate
Sales performance
Pipeline value
Lead sources
Agent performance
Activity reports

Sales analytics

Performance across your whole business

Last 90 days

Revenue

GHS 184.2k

+24.8%

Conversion rate

28.4%

+4.2%

Pipeline value

GHS 326k

42 deals

Avg. sales cycle

18 days

-3 days

Revenue performance

RevenueTarget
MayJunJulAug

Lead sources

248
Web forms42%
Referrals26%
WhatsApp18%
Other14%

Flexible by design

Built for every growing business

Adapt your pipeline, fields, tasks and automations to the way your team already works.

Agencies

Retail

Professional services

Healthcare

Education

Real estate

Consultants

Startups

Growing SMBs

Hospitality

Mobile CRM

Your business moves. Your CRM should too.

Stay on top of customers, deals and today's work from the Incep CRM mobile app. Your desktop and mobile workspace always stay in sync.

Manage deals
Reply to customers
Create tasks
Receive notifications
View reports
Use AI anywhere
Incep CRM mobile sales pipeline
Incep CRM mobile tools and settings

Why Incep CRM

Stop stitching your business together

One connected platform gives every team member the same customer context and the same next step.

Capability

Spreadsheet

Manual and disconnected

Traditional CRM

Powerful but heavy

WhatsApp only

Messages without context

Best fit

Incep CRM

Everything connected

Customer history
Sales pipeline
AI assistant
Workflow automation
WhatsApp integration
Mobile CRM app
Analytics and reports

Founder pricing

Start with everything you need

A simple early-adopter price for growing businesses ready to put their customers and sales in one place.

Early adopter offer

Founder plan

USD $5/ month

Founder price for international customers

Start 14-day free trial

14 days free, then USD $5/mo. No card required.

Prefer to subscribe now?

Everything you need to grow

  • Complete AI CRM
  • Sales pipeline and automation
  • WhatsApp integration
  • Mobile CRM app
  • Analytics and reporting
  • Customer timeline
  • Tasks and calendar

Founder pricing is for early adopters and may increase for future customers.

FAQ

Questions, answered

No. Incep CRM is a complete customer and sales platform whether or not you use WhatsApp. WhatsApp is an optional communication channel you can connect when it fits your business.

I

Start growing with Incep CRM

Bring your customers, sales, communication and daily work together, with AI helping at every step.

Start your free trial
14-day free trialNo card requiredFounder pricing