Record Expenses

Streamline Expense Management with iNextCRM's Powerful Features

Effortlessly Manage, Track, and Organize Your Expenses for Efficient Financial Management

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How It Works
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Efficient Expense Management for Financial Control

Simplify Expense Tracking and Data Migration with iNextCRM

Record Expenses

Enter and manage all your expenses effectively within iNextCRM. This feature allows you to accurately track and record your business expenses, ensuring proper financial management.

Import Expenses

Import all your past expenses at once with the expenses import option. This feature simplifies the process of migrating or adding historical expense data into iNextCRM, ensuring a smooth transition.

Do more with iNextCRM Expenses Managements

Effortlessly Manage, Track, and Organize Your Expenses for Efficient Financial Management

Bulk Action

Perform bulk actions on expenses, such as deleting multiple expenses, updating amounts or dates, or grouping expenses, all at once. This streamlines the expense management process and saves time.

Export

Export all expenses in Excel, CSV, or PDF formats. This feature enables you to extract expense data for analysis, reporting, or sharing with team members or external stakeholders.

Advanced Filters

Utilize advanced filtering options to filter expenses based on various criteria, including status, year, month, category, and more. This empowers you to quickly access and analyze specific subsets of expenses based on your requirements.

Expense Receipt

Effortlessly Organize Expense Records with Uploaded Receipts and Vouchers for Comprehensive Record-Keeping.

Advanced Features

Take advantage of advanced features to enhance your expense management. print expense records for offline use, copy expenses for easy duplication, and more. These features provide you with flexibility and customization options to suit your specific expense management needs.

Expenses Tasks

Simplify expense management by creating associated tasks for expenses and assigning them to respective assignees for expense follow-up or reimbursement. Expenses Reminders: Optimize expense management with personalized reminders for timely expense review or payment and stay on top of your expenses and effectively complete tasks.

Cloud-Based CRM System
with Easy Extension & Support

Unlock the full potential of your business with iNextCRM's cloud-based CRM system.

150 +

Extendable Addons

Seamlessly extend the functionality of your CRM with our extended add-ons, including marketing and operational capabilities, tailored to meet your specific needs.

20 +

Optimization Service

Let us handle the heavy lifting. Our team will work tirelessly to optimize your processes and automation, ensuring maximum efficiency and productivity.

24x7

Hand-Holding Support

We're here to guide you every step of the way, providing personalized assistance and resolving any queries or challenges you may encounter.

Built by Agency for Agency

Unparalleled Benefits

Built by an Agency.
For Agencies.

Most Agency Founders spend sleepless nights just keeping the lights on - scaling the agency never ends up becoming a priority between recurring client and sales calls.

iNextCRM changes that.

  • Scale Your Business
  • Effective Team Management
  • Seamless Remote Work
  • Manage Business on the Go
  • Become an Industry Leader
  • Increased Client Retention
Check out Benefits of using iNextCRM

Testimonials

What They Say About Us

Dynamically initiate market positioning total linkage with clicks-and-mortar
technology compelling data for cutting-edge markets.
Siddharth Chaudhary Siddharth Chaudhary

Siddharth Chaudhary

Founder & CEO

iNextCRM has completely transformed the way we manage our customer relationships. With its intuitive interface and powerful features, our sales team has seen a significant boost in productivity and efficiency. It's truly a game-changer!

Siddharth Chaudhary
Ritam Bhatnagar Ritam Bhatnagar

Ritam Bhatnagar

Founder

iNextCRM has been a lifesaver for our customer service team. Its comprehensive ticketing system and automated workflows have enabled us to provide exceptional support to our clients. The result? Improved customer satisfaction and a significant reduction in response times.

Ritam Bhatnagar
Shivangee Mehta Shivangee Mehta

Shivangee Mehta

Founder & CEO

iNextCRM is an all-in-one software for managing the entire client life-cycle, including leads, customers, invoices, proposals, and payments, all in one convenient platform. One of the standout features is the ability to effortlessly create captivating proposals. The best part is being able to send proposals directly from the iNext CRM dashboard while effectively managing my clients. The constant introduction of new features by the iNext team keeps me excited and engaged. I'm absolutely loving it!

Shivangee Mehta
Aman Sharma Aman Sharma

Aman Sharma

Business Owner

As a small business owner, I needed a CRM solution that would scale with my growing business. iNextCRM has been the perfect fit. Its flexible customization options and seamless integration with other tools have allowed me to tailor it to my specific needs. It has truly been a catalyst for our success.

Aman Sharma
Vikram Lal Vikram Lal

Vikram Lal

Founder & CEO

Managing my own business used to be a complex ordeal until I discovered iNext CRM. This all-in-one tool has simplified everything for me, providing a seamless experience. The Support team is highly responsive, and the development team works swiftly to introduce exciting new features. I am truly grateful to Priyanka and her team. Thank you for making my business journey easier!"

Vikram Lal
Hanshika Shah Hanshika Shah

Hanshika Shah

Marketing Director

Before discovering iNext CRM, our invoicing process involved using Word, relying on calendars for due-date reminders to clients, and even using pets to send proposals. With iNext CRM, we can now seamlessly manage all these tasks from a single platform, while also gaining valuable insights that enhance our efficiency. As a result, we have experienced a remarkable 15% increase in revenue realization speed. iNext CRM has truly transformed our operations for the better!

Hanshika Shah
Core Features

Integrated with 20+ Popular Technology Platforms

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Mailchimp

Personalized marketing email campaigns

Paypal

Receive International Payments

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Dropbox

Select files directly from your Dropbox account

Google

Sync your Google Calendar with iNextCRM

Google Drive

Effortlessly access and manage your files

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Why iNextCRM

Why Choose Us

Why Onboard to iNextCRM?

Experience the power of streamlined lead management with iNextCRM. Our robust software empowers your business to efficiently capture, track, and convert leads into loyal customers, driving your growth and success.

22%

Higher Predictability

1.5Hr.

Saved Per Day
Per User

11%

Higher Conversion Rate

35%

Higher Retention Rate