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.
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.
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.
Suggested actions
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.
Give me a summary of every deal at risk and prepare follow-up tasks for the team.
Bring your own AI key
AI features are included in your plan, but they run on your own AI provider account. Add your API key under Settings → AI, and usage is billed to you directly by the provider at their price. We never resell tokens, so there are no AI credits to buy from us.
Three providers
Anthropic, OpenAI or Google Gemini, with the model of your choice
Spending limits
Set a daily or monthly AI budget and see usage by feature
Keys encrypted at rest
Your key is stored encrypted and never shown again after saving
Works without it
Until a key is connected, AI features stay off and the rest of the CRM works as normal
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
$187,200 across 12 active deals
Keystone Studio
$12,000
Bloom Care
$8,400
Northpoint
$8,000
Apex Homes
$24,000
Nord Academy
$14,800
Sisu Labs
$8,000
Orbit Retail
$32,500
Juno Health
$18,000
Mica Works
$8,000
Summit Foods
$26,000
Alto Legal
$16,000
Cedar Wellness
$11,500
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 lead
Trigger
Assign owner
Round robin
Send message
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.
Connected now
Forms
Connected now
Coming next
Web chat
Coming next
More integrations
On the roadmap
Communication channels
Connected
Forms
Connected
Coming next
Web chat
Coming next
Jordan Miller
Orbit Retail · Opportunity: $32,500
AI detected buying intent
Suggested: move this deal to Closing and create a follow-up task for Monday.
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.
Jordan Miller
Head of Operations · Orbit Retail
Active opportunityDeal value
$32,500
Lifetime value
$68,200
AI customer brief
High intent, prefers concise updates, usually responds before noon.
Customer timeline
Every interaction, in one history
WhatsApp conversation
Asked about rollout timeline
Proposal viewed
Enterprise rollout.pdf
Follow-up completed
Shared product comparison
Deal stage changed
Proposal → Closing
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.
Sales analytics
Performance across your whole business
Revenue
$184.2k
+24.8%
Conversion rate
28.4%
+4.2%
Pipeline value
$326k
42 deals
Avg. sales cycle
18 days
-3 days
Revenue performance
Lead sources
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.
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 (your own AI key) | ||||
| 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.
Founder plan
Founder price for international customers
One flat price for your whole team. We never charge per seat.
Start 14-day free trial14 days free, then $12/mo. No card required.
Prefer to subscribe now?Everything you need to grow
- Unlimited team members, never per seat
- AI features, using your own AI key
- Sales pipeline and automation
- WhatsApp integration
- Mobile CRM app
- Analytics and reporting
- Customer timeline
- Tasks and calendar
Founder pricing is for early adopters. Subscribe now and your price stays the same for as long as your subscription runs, even after we raise it for new customers. AI features run on your own Anthropic, OpenAI or Gemini key and are billed to you by that provider, never by us.
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.
Start growing with Incep CRM
Bring your customers, sales, communication and daily work together, with AI helping at every step.