Introduction to Ingegno
Learn what Ingegno is and how it can help your business manage leads, clients, and sales pipelines.
What is Ingegno?
Ingegno is a CRM platform designed for small and medium-sized businesses. It brings together lead management, client relationships, sales pipelines, email, WhatsApp, and team collaboration into a single workspace.
Instead of juggling spreadsheets, scattered emails, and disconnected tools, Ingegno gives your team one place to manage every interaction with your leads and clients.
Who is Ingegno for?
Ingegno is built for teams that work with clients every day:
- Marketing agencies managing multiple client accounts
- Consulting firms tracking projects and relationships
- Sales teams following leads through a pipeline
- Professional services that need structure without complexity
Key features
Here's what you can do with Ingegno:
- Lead Management — Track potential clients with scoring, status tracking, and pipeline assignment
- Client Management — Manage confirmed clients with full interaction history and value tracking
- Sales Pipelines — Visual kanban boards to move leads through customizable stages with probability percentages
- Proposals — Create and send quotes linked to leads or clients
- Forms — Build lead capture forms to collect contacts from your website
- Products — Manage your product catalog for use in proposals
- Email Integration — Connect Gmail, Outlook, or SMTP and manage emails from within the platform
- WhatsApp Business — Send and receive WhatsApp messages directly from the CRM
- Live Chat — Capture leads and communicate in real time from your website
- Calendar — Schedule appointments and sync with Google Calendar or Outlook
- Activities & Tasks — Schedule follow-ups, track tasks, and log interactions with reminders
How Ingegno is organized
Ingegno is organized into three main areas, accessible from the icons on the left side of the screen:
CRM (main area)
This is where you spend most of your time. The sidebar includes:
- Dashboard — An overview of your KPIs (new leads, active proposals, upcoming activities, unread notifications), quick actions, and recent activity
- Leads — Your potential clients, with status, scoring, pipeline assignment, and full interaction history
- Clients — Your confirmed clients, with total value and interaction tracking
- Pipelines — Visual kanban boards showing leads progressing through sales stages
- Proposals — Proposals and quotes linked to leads or clients
- Forms — Lead capture forms you can embed on your website
- Products — Your product or service catalog
- Calendar — Appointments in daily, weekly, or monthly view
- Activities — All tasks and activities, grouped by date
Workspace
Accessed from the building icon on the left, this is where you manage your team:
- Members — View and manage workspace members and their roles
- Teams — Organize members into teams
- Invitations — Track pending invitations
Channels (Connect)
Accessed from the chat icon on the left, this is your communication hub:
- Email — Unified inbox, account management, and email settings
- WhatsApp — WhatsApp Business messaging
- Live Chat — Real-time chat from your website
Next steps
Ready to get started? Here's what we recommend:
- Quick Start Guide — Create your account and set up your first workspace in minutes
- Workspace Setup — Configure your workspace, invite your team, and set roles
- Managing Leads — Start adding and organizing your contacts
