INES CRM: Leader in cloud-based CRM for SMEs in B2B

INES, leader in cloud-based CRM

Founded in 1999 in Lyon France, INES is the first cloud  / SaaS CRM solutions French company. INES is an editor and integrates both solutions. It keeps its leadership position and it is one of the main CRM players both in France and internationally (Spain, Mexico, Canada, Uruguay, Brazil, Italy, Switzerlandd, Germany, Morrocco). Its datacenters are located in Switzerland and France what aims at assuring your data protection.

INES, Customer relationship management solution conceived for B2B

INES solutions provide expert tools for B2B companies, (INES doesn´t manage B2C type of issues). INES provides tools for SMEs, Small and Middle-Sized industries and small-sized enterprises (5 to 500 users), no matter their business sector. 

Some of its clients: Groupe Actual, BPI Group, Coved, Dalkia, Nikon, Sineu Graff, Infotel, Visconti, Octime, Cybercité, Brioude Internet, Co-efficience ...  

INES, collaborative solutions at your customer relationship service

INES isn´t just a simple solution editor, but provides comprehensive customer follow-up throughout the different stages of your customer relationship management and development strategy. INES offers module-based solutions that adapt to each contributor´s needs in your structure. Contact us to learn more about our solutions and business proposition.    


     INES.Contact manager: Manage your current clients and prospects efficiently

- Contact management and activities, personal and collaborative calendar, email synchronization, agenda, contacts and tasks for Microsoft and Google environments, task and event management.

     INES.Sales: Boost your sales

- Quotation creation and sending, scoring, opportunity and business management, asset and contract management,  sales reporting and sales processes in general (workflow).

     INES.Customer: Turn clients into ambassadors

- Hotline service management, claim management, contract follow-up, planning and staffing, project management, customer service reporting, project management reporting, web portal. 

     INES. Marketing: Identify more and better leads

- Lead generation and management, database segmentation, target and goal creation, emailing and phoning campaign development, emailing tracking and result analysis.

     INES.ERP : Gestione y dirija íntegramente la actividad comercial de

INES.ERP: Manage and direct your business activity in a comprehensive way

- Business analysis and reporting, quotation and order management, purchase and stock management, billing and collection management, treasury and contract management, integration with your accounting

INES CRM in video and image :

Editor: INES

Strengths of INES CRM

  • Certifications: Anti-fraude, GDPR

INES CRM demo and screenshots

INES Automation: Behavioral Scoring - marketing automationINES.CRM Suite: Project ManagementINES.CRM Suite: Project ManagementINES.Sales: Sales Force ManagementINES.ENTERPRISE Next: BillingINES.Sales: Commercial PipelineINES.Contact Manager: Corporate ManagementINES Automation: Behavioral Scoring - marketing automationINES.Contact Manager: contact management

INES CRM customers

No customer reference

INES CRM pricing and features

Plans & Pricing

INES.Contact Manager
€25/month /user
€55/month /user
Contact us
Contact us


Accounting Entries Export
Accounting entries inputting
Cash Flow Management
Custom Queries
Data Import/Export
Queries Designer
Shared dashboards and reports
Billing & Invoicing
Credit Note Management
Custom Invoices
Delivery Note
Discount Management
Invoice ID Management
Late Payment Reminder
Multiple VAT rates
Payment follow-up
Purchase Order
Quote to Invoice conversion
Recurrent Billing
Email to Task
Group management
Meeting Management
Meeting report
News feed
Notes taking Todo lists management and notes saving
Shared Calendars
Task management
Chat box / Instant Messaging Live discussion via a Webchat
Contact Manager Search and organization application for professionnal contacts
VoIP Calls Voice conversations
Notifications Email, sms, pop-up window to inform someone the an action is done
SMS Short Message System
Webmail / Email Sending and receiving emails
Customer Support
Case Management
Customer Interface
Help Desk
Document management
Add Document from Email Transfer an email to the appllication to add a new document
Document Library
Document Templates
Email document as an attachment
Full Document Search
Shared Folders
Shared documents
Expense Validation process
Expenses Input
People Management
Activity monitoring
Breaks (paid and not paid)
Holidays Management
Leave Management
Time Estimation
Working Time Management
Catalogue / Price Book
Contract Management
Goods / items Management
Inventory Management
Linking purchases to project
Purchasing Follow-up
Supplier Invoices Management
Supplier Orders Management
Suppliers Management
Project management
Project Portfolio (PPM)
Project templates
Projects Overview / follow up
Task planning Tasks roll out in order to organize the project
Sales Force Automation
Access to a crowd-sourced database of contacts Source of targeted contacts that can be used fo sales purpose
Account management Companies follow-up
BtoB approach
Calls Management Displays contacts details and history when he calls
Canned mails Allows you to save an email as a canned response and use it over and over again
Contact management People's details editing and individual follow-up
Customer Geo-location People or companies location on a map
Events history and follow-up Account Activity & History
Salespeople Management
Segments / Populations Possibility to group contacts per type
Business Proposition Customer engagement via a product positioning (price, competition, decision makers, etc.)
Customer Portfolio Groups of customers
Lead Management Managing prospective customers from generation of leads to their conversion into sales and long-term relationships.
Lead management Deal that you have the possibility to close after qualification
Quote Proposal Avoidance
Sales process and pipeline Customer life cycle management
Sales report Conversion rate, team performance, best sales
Sales Script Embeds what the sales person should within the interface
Goods inwards / outwards Input and output


Integration & Interoperability
API, Web Service Restful APIs
Linux OS
Mac OS
Social Networks Integration
Website (plugin, form)
Windows OS
Mobile App
Responsive Web Interface (RWD) Application crafting to provide an optimal experience
Security & Confidentiality
Daily Backups
Data geographic redundancy
Secure Sockets Layer (SSL)
Strict Internal Access Controls
Total Data Reversibility
Help Desk (Phone, Email, Ticket, Chat)
Knowledge base (tutorials, demos)
On-site Training
Online Training (Webinar)

Data hosted in the following countries: Switzerland, France