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SugarCRM™ Experts

A significant part of Intelestream's team is made up by former employees of SugarCRM, Inc. Our expertise has been achieved through many successful CRM product implementations across a variety of industries. We not only work extensively with the finished product, but have also played an intricate role in developing core components of the application.

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Klipfolio™ Dashboard for SugarCRM™

The KlipFolio Dashboard is a unique addition to the SugarCRM suite.

Surface the data that matters on your desktop for continual real-time awareness.

Out of sight, out of mind.
You know how fast you're driving because the speedometer is always right in front of you. Like a dashboard, your CRM captures all your important customer data in one place, but unlike your speedometer, your top priorities aren't right in front of you. How much could you improve performance if your top priorities stayed visible without logging on or switching applications?

KlipFolio™ Dashboard brings your most valuable, actionable SugarCRM™ data to the surface with a compact desktop widget. And as your priorities change, you can swap different measures in and out. Rather than you adjusting to your data, now your data adjusts to you.

   
Key Benefits

  • Save time. Spend less time digging for information and more time acting on it.
  • Gain awareness. Preempt problems and respond to new opportunities as updates appear in real time.
  • Act faster. Improve response time to your hottest prospects by receiving information quickly, without logging in or performing a search.
  • Secure value. Capture the full value of your company's CRM data by using it more often.
  • Sustain competitive advantage. Address your top priorities more often and more consistently to stay one step ahead of the market.
Key Features

  • Compatible. Works with hosted or in-house deployed versions of the SugarSuite™.
  • Alerts. Receive desktop alerts for upcoming calls, meetings, untouched leads, and any other CRM changes you choose.
  • Updates. See when new leads arrive, when they've been updated, when sales pipeline changes, and more.
  • Monitoring. Track changes to any data you specify, such as major customer support cases, win-loss reports, etc.
  • Search. Explore your entire CRM database from the desktop.
  • Heads-up display. Keep your priority CRM data visible regardless of what other applications are running.
Contact This e-mail address is being protected from spam bots, you need JavaScript enabled to view it   to order KlipFolio today!
 

Our Last Webinar

workshops


Free Webinar: How to Optimize SugarCRM’s Email Campaign Functionality. Learn how to master the following topics: adding copy and images to the email body, generating appropriate recipient lists, testing compatibility across common email clients, spam filter optimization, delivery options, tracking and attaching results to leads and contacts, addressing software bugs. 

Click here to stream our webinar from August 13th, 2008!

Intelestream's Partners

Intelestream and our strategic partners represent the highest standards in CRM and ERP solutions.Our partnership alliance includes:

Intelestream and Compiere ERP
Intelestream and info@hand CRM
Intelestream and Talend
Intelestream and Redhat/Linux
Intelestream and Interspire

For more information, please visit our Parners Page.

We understand your business

We bridge the gap between business and technology. At Intelestream, our consultants believe knowing you and your business is the key to providing solutions to your technical challenges. By selecting Intelestream as your CRM consultant, you have chosen to work with a team of leaders with experience and expertise across a wide array of industries who are best qualified to solve your organization's complex technological problems. At Intelestream, we speak your language

Packages

We offer a wide range of bundled service packages that allow CRM consultation to be fast and affordable. More information about our packages and services can be found under their corresponding categories, which are listed here.