Idepoo Software
Idepoo CRM — cloud CRM for sales teams
Leads, follow-ups, pipeline and team reporting in one cloud tool that works with your phone and messaging — from 15m toman a year for five users. The same CRM we run our own projects and client portal on.
Who it is for
Sales teams of 3 to 30
When the shared spreadsheet stops working and the manager cannot tell how many calls each rep made today.
Service and B2B companies
Long sales cycles, several meetings, several proposals. You need to know where each account stands.
Shops that sell by phone
Inbound calls, follow-ups, orders. A customer who calls back should be recognised.
What it does
Leads and accounts
In from web forms, calls, messaging or a file. Every lead has an owner and a next follow-up date.
Pipeline
Stages you define, drag and drop, value per stage. A manager sees at a glance how the month will close.
Follow-ups and reminders
Calls, meetings, messages; reminders before they are due. A forgotten follow-up is a lost customer.
SMS and messaging
Send one or many from inside the tool, with the full conversation under the account.
Team reporting
Calls, proposals, closed — by rep and by period. Conversion at every stage.
AI
Automatic summaries of notes and conversations, suggested next steps, and a close-probability estimate per deal.
Compared with a shared spreadsheet and a rep's notebook
- Leads belong to the company, not the rep. When a rep leaves, the customers do not leave with the notebook.
- Follow-ups are not forgotten. Every lead has a next date and the tool reminds you; a spreadsheet does not.
- Managers know without asking. Team reporting is live, not built on Thursday.
- One system with accounting. A quote in CRM becomes an invoice in Idepoo accounting without retyping.
Pricing is annual, by user: from 15m toman a year for five users, with each further user at 2.5m. All three cloud products together are 35m a year. SMS is billed separately at the operator's rate, and importing your existing leads is estimated separately.
Getting started
We import your current leads and customers, define pipeline stages with the sales team, and run a one-hour training session. You have reports from week one.
We use this CRM every day ourselves
Idepoo runs its own delivery cycle on this software: from the moment a request arrives through the website form, to the contract and its phases, the project and the team's tasks, the deliverable and the client's approval of it, the invoice, and the support tickets afterwards.
Which means every capability described on this page was proven against our own work before it was sold to anyone. If a report is slow or a field is missing, we are the first to hit it rather than you — and that is the difference between a product that is alive and software that is merely sold.
The process page shows it step by step: the eight stages our projects pass through inside this system, and what a client sees in their own portal.
This product is a module of OnePlatform
Idepoo CRM is sold on its own and as the customer-relationship module of OnePlatform.
On the platform, an opportunity flows straight into a quotation and order in the sales module, a customer's ticket history comes from support, and their balance from finance — so a salesperson has the whole picture before a call, not just the conversation history.
If CRM is all you need today, this is enough.
Questions
Do our web forms connect directly?
Yes. Any site or landing form posts to a webhook and the lead is recorded with its source.
How does it work with phones and SMS?
SMS from inside the tool through your panel. Calls logged manually or.
Do reps work on mobile?
Yes, everything runs in the mobile browser; no separate app is needed.
What happens to a rep's data when they leave?
All leads and history belong to the company. The account is disabled and the files reassigned.
What exactly does the AI do?
It summarises notes and conversations, suggests the next follow-up and estimates the chance of closing. Decisions stay with you; your data is not used to train a public model.
Is it integrated with Idepoo accounting?
Yes; a CRM quote becomes an accounting invoice in one click, and the customer balance shows on their account.
A fifteen-minute demo. Tell us the size of the sales team and where leads live today.