CRM
A CRM that shares one customer record with your whole business
Track accounts, contacts, leads, and opportunities — with pricing, orders, loyalty, and support all reading from the same customer data.
A CRM that only marketing and sales can see is half a CRM. In Ikonic, the customer record is shared: the same account that a rep is working a deal on is the one that places orders, earns loyalty points, and opens support cases. Lead capture flows from your marketing pages, opportunities move through owner-scoped pipelines, and quote-to-cash happens without exporting anything.
What you get
Accounts, contacts & prospects
A unified customer record — a prospect is simply an account at an earlier lifecycle stage, not a separate silo to reconcile later.
Leads & opportunity pipelines
Owner-scoped My/All pipelines with server-enforced scope, assignment rules, and no hollow-won shortcuts.
Marketing & lead capture
Landing-page lead forms feed leads straight into the CRM, with campaigns, A/B tests, and affiliate tracking behind them.
Quote-to-cash, connected
Turn an opportunity into a quote, sales order, and invoice in one flow, priced by the shared pricing engine.
Segmentation & scoring
Score customers from feature snapshots and rules to drive targeting across marketing and loyalty.
Loyalty & retention
Points, tiers, and vouchers tied to the same customer, so retention programs run on real purchase history.
Powered by these Ikonic modules
Sales & Orders
Quote-to-cash with multi-tenant order numbers, line-level pricing, and confirmation workflows.
Marketing
Campaigns, A/B tests, affiliate partners, and lead capture.
Segmentation & Scoring
Customer and employee scoring from feature snapshots and rules.
Loyalty & Rewards
Points ledger, tiers, vouchers, and pay-with-points — with anti-fraud and deferred revenue.
Case Management
Customer cases and tickets with AI triage, sentiment, and escalation.
Frequently asked questions
- How is Ikonic CRM different from a standalone CRM?
- The customer record is shared across the whole platform. The account your sales team works is the same one that places orders, earns loyalty, and files support cases — no syncing between separate systems.
- Does it capture leads from our website?
- Yes. Landing-page lead forms post directly into the CRM as leads, and marketing campaigns and A/B tests feed the same pipeline.
- Can reps see only their own accounts?
- Pipelines are owner-scoped with server-enforced My / All views, so reps see their book of business and managers see everything.
- Does the CRM connect to sales orders and invoicing?
- Directly. An opportunity becomes a quote, sales order, and invoice in one quote-to-cash flow, priced consistently by the shared pricing engine.
See it on your data
Tell us how your team works today and we’ll map Ikonic CRM to your workflow.