# Inception CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Inception CRM the right CRM solution for you? Explore 24 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/248776/Inception-CRM/reviews --- Inception CRM 4.7 (24) [View alternatives](https://www.capterra.com/p/248776/Inception-CRM/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Inception CRM Ease of use 4.8 Customer Service 4.7 ## Pros and Cons in Reviews DR Dorota R DirectorMedical Devices, 11 - 50 employeesUsed the software for: 6-12 months. “These insights are invaluable as they inform our strategic decisions and highlight areas where we can improve processes or capitalize on strengths.“ April 26, 2024 JK Jana K Product ManagerPharmaceuticals, 11 - 50 employeesUsed the software for: More than 2 years. “Predominantly I use this platform for territory management and reporting, where it is of a big help by planning my business routes effectively, identification of potential customers, leading to achieving business goals at the end with consistent check of the return on investments in monthly billing reports .“ March 29, 2022 JK Jana K Product ManagerPharmaceuticals, 11 - 50 employeesUsed the software for: More than 2 years. “The most I like about this software is its complexity.“ March 29, 2022 ## Showing most helpful reviews Showing 1-24 of 24 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Yiannakis M. Commercial Director Pharmaceuticals Used the software for: 2+ years ### "On the hunt for a CRM." April 8, 2022 5.0 Inception CRM provides a real-time "helicopter view" of your salesforce activities in the market, and/or a micro-analysis of a specific activity where and when needed. Pros Features are aligned with the company's expectations. Above all, the people behind this software understand the complexities of the pharma market and they quickly adapt to the ever-changing environment. Cons Hard to say as I cannot recall encountering any important drawback. Reason for choosing Inception CRM The business offer was fair and it addressed in a very satisfactory way all specifications set by the Company. Review Source Response from D3S April 12, 2022 Thank you for your review, Yiannakis! We're glad to know Inception CRM meets the complex needs of your company and provides you with useful insights into your sales teams' performance. DR Dorota R. Director Medical Devices Used the software for: 6-12 months ### "The best CRM for pharma and medical devices sales" April 26, 2024 5.0 Pros One of the standout qualities of Inception CRM that I deeply appreciate is its intuitiveness and ease of use, which is crucial for our fast-paced work environment. The platform is designed with a clear, user-friendly interface, making it accessible for all members of our team regardless of their tech proficiency. Inception CRM is robust, featuring modules that are specifically tailored to meet the unique needs of our medical devices industry—particularly the Tasks, Warehouse and Orders modules. These modules streamline our operations by integrating essential functions that manage inventory and track orders in real-time, directly impacting our efficiency and ability to serve our clients promptly. Another feature that significantly enhances our operational capability is the Inception CRM’s Planner. It's a very well implemented tool for our sales representatives, providing them with the necessary resources to organize their daily activities, follow up on leads, and manage customer interactions with ease. The reporting capabilities of Inception CRM deserve special mention. The reports are not only detailed but also offer advanced feedback that helps us understand the dynamics of our entire company’s teamwork. These insights are invaluable as they inform our strategic decisions and highlight areas where we can improve processes or capitalize on strengths. Lastly, the implementation process of Inception CRM was seamless, thanks to their proficient IT and support team. The team was incredibly supportive and proactive in ensuring that the CRM integrated smoothly with our existing data and systems. Their ongoing openness to help and address any of our concerns post-implementation has made a significant difference, allowing us to make the most out of this powerful tool. Their commitment to customer service truly enhances the overall value of Inception CRM for our company. Cons In the first few days, some of Inception CRM's more advanced features may not be fully intuitive to new and non-technical users. Although our entire team learned how to use the system very quickly, some needed a little more time to do so. Review Source Response from D3S May 14, 2024 Thank you for your superbly detailed review, Dorota! We appreciate your positive feedback and take seriously the need to make all features, even the more advanced ones, completely intuitive for new and non-technical users. Thank you! VR Verified Reviewer Healthcare Partnership Manager Pharmaceuticals Used the software for: Less than 6 months ### "Inception CRM review" April 29, 2022 3.0 it does the job of call recording adequately. Pros Plenty of drop down menus, easy to progress from page to page, fairly quick call recording Cons Customer search and filter options poor; how to add new customers? Review Source Response from D3S May 9, 2022 Thank you for your review! We're sorry that the app isn't working as well as it could for you. Based on your comments, it sounds like you could use a quick tutorial on how to use the search filters, as well as a bit of additional training on how to add new customers. Please reach out to your manager or team lead for support or feel free to contact us directly through your account manager. We'll be happy to offer you some additional instruction, as well as useful tips to make your experience better. VR Verified Reviewer Area sales manager Pharmaceuticals Used the software for: 2+ years ### "CRM implementation" March 29, 2022 5.0 Pros The software is easy to use and easy to understand. easy to find sales data. Comprehensive system for evaluating work efficiency. The most important function in the product is the evaluation of sales and visits. The economic components of the software such as the calculation and the logbook are also important, it is well processed. Cons When the software is mastered, it can be overlooked. It is sometimes slower due to the volume of data processed. If it would be possible to link sales to the doctor's location, I would welcome such a possibility. Review Source Response from D3S April 1, 2022 Thank you so much for this review! It is definitely possible to link pharmacy sales to prescribers in Inception CRM. If you know the pharmacy where a prescriber's patients are typically filling their prescriptions, you can link them together easily using the "Linked Pharmacy/Doctor" function (on Windows) or "Relations" function (on iOS/iPadOS/Android). Once you do that, you'll be able to see the source of your prescription sales in the sales reports. Please get in touch with your account manager to make sure this feature has been enabled for you -- if not, our team will be glad to set it up for you and show you how it works. Your account manager will also be glad to coordinate with your IT support to make sure there are no device issues affecting the speed and performance of data processing when you're working with larger data volumes. PJ Paven J. Healthcare Partnership Manager Pharmaceuticals Used the software for: 2+ years ### "Glenmark HPM Review - Paven Jumbu" April 29, 2022 4.0 Excellent - Easy to use and excellent support if any issues arise Pros Helps plan and manage priorities with individual customers /accounts Cons Perhaps could improve on adding new identified HCPS Review Source Response from D3S May 9, 2022 Thanks for your review, Paven! We're glad you find the app helpful and easy to use. Adding new customers in Inception CRM is super easy, but it can take some time before they show up the live system due to external review processes. This is the case especially when your requests are being processed by a commercial database provider who needs to review and approve any changes before they appear in the CRM system. VR Verified Reviewer Sales Manager Pharmaceuticals Used the software for: 2+ years ### "strong analytics , daily evalution of efficiency, visits - on target, results vs individual plan" April 4, 2022 5.0 I am satisfied Pros quick view on the dashbord - all the information I need for the day Cons I would like to have more integration with small wholesalers Alternatives considered [SY by Cegedim](https://www.capterra.com/p/238667/SY-by-Cegedim/) Reason for choosing Inception CRM better fit Review Source Response from D3S April 5, 2022 Thank you for your review! Your feedback is important to us. We are working to extend our integrations to cover the needs of our customers in each market. If there is a specific wholesaler you would us to integrate with, please let your account manager know. We'll be glad to look into any options that are available to us. LZ Ladislav Z. Area sales manager Pharmaceuticals Used the software for: 2+ years ### "CRM Medochemie" March 30, 2022 4.0 This CRM system, when properly designed, is able to assist in regional analyses and help in the optimization of processes in the field. Pros This CRM system is very resistant to unwanted user interference Cons High performance requirements for nooteboks Reason for choosing Inception CRM Complexity of the system - the necessary modules work well together. Review Source Response from D3S March 31, 2022 Thank you for your review, Ladislav! We value your feedback. Your account manager will reach out to you soon to find out how we can make Inception CRM work even better for you. SD Scaley D. Healthcare Partnership Manager Pharmaceuticals Used the software for: 2+ years ### "Inception CRM Review" March 31, 2022 5.0 Really helped me manage my area with all my customers, documents in the right CCG's Pros Ease of use on my laptop & phone. Especially the phone because I can use the software without wifi Cons Maybe use it off line in the future, But it is an excellent system Review Source Response from D3S April 1, 2022 Thank you for your review, Scaley! We're actively looking into expanding the offline capabilities of the phone and tablet apps. Please let your account manager know what features you think we should focus on to make the phone app work even better for you. VR Verified Reviewer CEO Food & Beverages Used the software for: 2+ years ### "Nutristar 2022" April 6, 2022 5.0 Very good Pros User friendly, intuitive, very nice graphic, good vendor support, Cons More integration, better value for money Reason for choosing Inception CRM User friendly Review Source Response from D3S April 7, 2022 Thank you for your review! We are actively working to expand the integration options available to our users. Please get in touch with your account manager to let us know what you would like us to focus on! VR Verified Reviewer CEO Veterinary Used the software for: 1-2 years ### "e-VET 2022" April 11, 2022 5.0 Provides a very good overview of sales force activities, clear results and segmentation. Pros The system is clear and allows you to work with customers, sales data. Export options and sales analysis are important. Cons Requires training and a motivated user / administrator. Reason for choosing Inception CRM good price / performance ratio. Review Source Response from D3S April 12, 2022 Thank you for your review! We're glad the system supports your needs. JAV Jose Antonio V. Sales Force Effectiveness Support/IT Pharmaceuticals Used the software for: 2+ years ### "Inception CRM es muy buen CRM" March 28, 2022 5.0 La experiencia no puede ser mas satisfactoria, como ejemplo lo bien y rápido que adaptan el CRM a los diferentes cambios normativos que hay en España en la la legislación tanto nacional como autonómica. Todos los cambios y necesidades del negocio se ven reflejadas en un programa ágil, rápido y efectivo para el usuario final de front end and back office. Pros Lo sencillo que es el uso para el delegado y jefe de zona, la gran verticalidad para el mercado español farmacéutico y sanitario, las diferentes plataformas, IOS, Android, Windows, WEB, que puede estar instalado. La integracion con Fedicom V1 y fedicom V3 La integración con Edicom usando AS2 para el envió de pedidos. La integración con Oracle La integración con JDE Cons No he encontrado nada que me guste poco en Incepcion CRM Reason for choosing Inception CRM Porque se adapta muy bien al modelo de negocio y los continuos cambios normativos pueden ser implementados muy bien el programa. Review Source Response from D3S March 31, 2022 Jose, gracias por tu detallados y valiosos comentarios, son de gran importancia para nosotros. Nos alegra mucho saber que el sistema es capaz de satisfacer plenamente las necesidades de tu empresa en el competitivo mercado espa?ol. Por favor, comunicale a tu agente de cuentas si hay algo que podamos hacer para que Inception CRM sea aun mejor para ti y tu organizacion. EN Edit N. Sales Manager OTC Pharmaceuticals Used the software for: 2+ years ### "Sales" April 4, 2022 4.0 Most of the time sales data, Comparing sales over the periods, oevr the clients, sles developmnets, making the orders... Pros As a Sales Manager OTC is important for me to have fresh sales data as well as history of each client and their development. Transfer shop in the field is also good toolls for doing orders. Cons the way of transforming the reports to excel form I wolud prefer to e more user firendly. Review Source Response from D3S April 5, 2022 Thank you for your review! We appreciate your feedback. We want our application to be as useful as possible to OTC sales teams. Your account manager will be glad to help you troubleshoot any issues you have exporting reports to Excel. If you need a specific export layout (such as pivot table) your account manager should be able to configure this for you. Please get in touch! DD Darius D. Country Manager Pharmaceuticals Used the software for: 2+ years ### "My window into the field" April 4, 2022 5.0 Appropriate support is essential for a successful CRM project, both internally and from the vendor. Pros The system provides accurate and objective information about the efficiency and effectiveness of my sales team. Cons The system covers all my needs. The key is to use it properly. Review Source Response from D3S April 5, 2022 Thank you for your review, Darius! We're glad to know the system works well for you. Please make sure to let your account manager know whenever you need support! CW Crispin W. National Sales Manager Pharmaceuticals Used the software for: 2+ years ### "An agile business tool" March 31, 2022 5.0 I have been working for the guys at D3S for 3 years now and it's been a very productive relationship. We have evolved the system to ensure it keeps very close to our business needs. Pros Inception CRM is a very modern application that allows us to adapt our approach to CRM management. We can gain vital analytics and build reports to allow us to monitor and measure all key metrics. Cons There is very little to say from a negative perspective as any issues get rectified very quickly by the team at D3S. Review Source Response from D3S April 1, 2022 Thank you for your review, Crispin! We're very glad to hear you're happy with the app and our service. Working with you over the past three years has been a great experience for us, as well. We really appreciate your attention to detail and your ability to anticipate the needs of your team, especially when it comes to rolling out new features. Your feedback has definitely had a positive impact on our product development. JK Jiří K. advisor Insurance Used the software for: 2+ years ### "CRM George" April 4, 2022 4.0 satisfied Pros global castumer information, access to all needed information Cons complexity modules, good analytics, quick reponde Alternatives considered [RAYNET CRM](https://www.capterra.com/p/136797/RAYNET-CRM/) Reason for choosing Inception CRM best fit Review Source Response from D3S April 5, 2022 Thank you for your review, Jiri! Please get in touch with your account manager to let us know how we can make our customer support and features even better! BM Boris M. Country Manager Pharmaceuticals Used the software for: 2+ years ### "CRM system is very useful and we as company use it many years" March 29, 2022 5.0 We used it in company 14 years without any problems. Pros User friendly and all employees has no problem to use. Cons Software is working perfectly and quickly Review Source Response from D3S March 30, 2022 Thank you for your review, Boris! We genuinely appreciate your feedback. Your account manager will reach out to you soon to find out how we can further improve our customer support and make the application even easier to use. EM Elisaveta M. Logistika Food & Beverages Used the software for: 2+ years ### "Maresova2022" April 6, 2022 5.0 easy to use solutions Pros wide integration with with business portals Cons none, we are fine with overall support, fully satisfied Reason for choosing Inception CRM good price-performance ratio Review Source Response from D3S April 7, 2022 Thank you for your review, Elisaveta! We're happy that you're happy with our solution! If think of anything you need or that could make the system even better, please let your account manager know! ZR Zuzana R. Mgr. Pharmaceuticals Used the software for: 2+ years ### "Iformations about CRM systems" March 30, 2022 5.0 I like this system, it is very clearly and easy. It is can help me with my daily work for plane and result sales. Pros It is very clearly for us , like as medical representative. It is very sofistic system , it is very easy to use it. Cons Everyting is ok, i have not any problems with this system. Review Source Response from D3S July 4, 2022 Thank you for your review, Zuzana! JK Jana K. Product Manager Pharmaceuticals Used the software for: 2+ years ### "All in one place" March 29, 2022 4.0 Predominantly I use this platform for territory management and reporting, where it is of a big help by planning my business routes effectively, identification of potential customers, leading to achieving business goals at the end with consistent check of the return on investments in monthly billing reports . Pros The most I like about this software is its complexity. Almost everything you need to your job is possible to be stored and/ or be found here. I appreciate that this software is a big support of my time saving and efficiency. Cons There are no features in my mind I may propose to be improved. Review Source Response from D3S March 30, 2022 Thank you for your review, Jana! We value your feedback. Please feel free to reach out to us any time through your dedicated account manager to tell us how we can make this product even better for you. ZD Zuzana D. Product Manager Pharmaceuticals Used the software for: 2+ years ### "Experiences with CRM system" April 4, 2022 5.0 Pros Ease of use, useful reports, quick reports of sales and plan fulfilment overview, necessary information about institutions Cons Sometimes slow work of the software and long synchronization of data. Review Source Response from D3S April 5, 2022 Thank you for your review, Zuzana. We really appreciate your feedback! Synchronization can definitely take longer when working with large volumes of data, but regular synchronization of the Windows app can help speed things up. If you find the software is behaving more slowly than usual, please get in touch with your account manager. They will be glad to troubleshoot the issue with you and see if there's a way to improve the performance on your device. MK Marek K. Business development manager Pharmaceuticals Used the software for: 1-2 years ### "Sales data and stock analyse , data development , accurate information " April 4, 2022 5.0 More itteraction with smaller wholesalers, and our warehouse movianto Pros User friendly , quick access, generate required information Cons Data user friendly systém and support all areas in management decision Review Source Response from D3S September 14, 2022 Thank you for your review, Marek! We're happy to know the system is working well for you. ML Mikulas L. BDL Director Pharmaceuticals Used the software for: 2+ years ### "Inception CRM Xantis " April 14, 2022 5.0 Easy working and handling CRM system Pros Easy, friendly to use and learn, complex CRM solution with many modules - options Cons We are pretty satified, customer support is effective Reason for choosing Inception CRM Complex and friendly at corresponding price Review Source Response from D3S April 19, 2022 Thank you for your review, Mikulas! We're happy to know you're satisfied with our solution. mK maria K. sales representative Pharmaceuticals Used the software for: 1-2 years ### "Inception CRM" April 7, 2022 4.0 Pros User fiendly, easy to find the sales data. Cons Transfer shop - to check the orders- not in one step. Excel background easier for use. Review Source Response from D3S September 14, 2022 Thank you for your review, Maria. We appreciate your feedback. aN alexis N. Head of CZ,SK and BG office Pharmaceuticals Used the software for: 2+ years ### "Everyone is thrilled" April 8, 2022 5.0 What really has stood out for me, my team being so happy with the of the program. ! end of story. Pros This software is very user friendly and the support we receive is outstanding. Cons honestly speaking, i have nothing negative to say about the software Review Source Response from D3S April 11, 2022 Thank you for this glowing review, Alexis! We're thrilled to know that your team is so happy with the system! Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.