CRM system for an integrated management of onboarding processes

Our solution allows an integrated management of processes, contacts and sales force.

Future-proof your business

User Experience
  • A simple, intuitive e adaptable software to your needs
  • Optimize and plan  your daily work by adopting a new approach to selling
  • Follow all the processes from the acquisition phase to the conclusion of the practice
  • Use our servers safely and protect your data
  • External lead generation system
  • Lending page link connected to your site
  • Budgeting systems in web service
Digital onboarding
  • Digitally collect your customer data quickly and securely
  • Documental Onboarding
  • Instant check of the validity of the document
Anti-fraud and anti-money laundering control
  • Security technology directly integrated into the CRM system
  • Check AML, Pep, Crime... lists
  • Instant anti-fraud check
Dedicated assistance
A team of experts will support you from activation to use

Three different plans

  • Portfolio entry and massive imports
  • Contract activity management
  • Automatic deadlines and renewals
  • Appointment agenda
  • Hot/cold leads priority management
  • Waiting for documents and attachments
  • Sending Email/SMS directly from the Sales
  • App mobile
All the functions of BASIC and in addition:
  • Marketing campaigns
  • Free archive of 81,600 ATC already registered
  • Company production reports, statistics and graphs
  • Network Management and Area Manager
  • Personalized notifications (Push, Email, SMS, Whatsapp)
  • Calculating users separately
All the functions of PRO and in addition:
  • Web service estimate connected to the bank portals
  • Details of the conditions of external collaborators and internal sales staff
  • Accounting, accrued commissions and proforma
  • Other products
  • Pre-filled forms
INEO Logo White

Via Paolo di Dono, 149 Roma


Our staffs always ready to respond to your needs.
Call us at 0695222271, write us at ore use our dedicated page.

@ Ineo S.r.l.
P. IVA 11010851001