intelecrm Consulting Overview

Our Intelestream Professional Services Team ensures your implementation and ongoing maintenance of intelecrm is successful and catered to the specific needs of your organization. We follow a logical and efficient process that will have your CRM project off the ground in a timely, and cost-effective manner.

Business Process Planning

In our Business Process Planning Workshop, we work with you to determine your organization’s particular CRM needs so that your instance of intelecrm matches your company’s internal method of doing business.

intelecrm Customizations

From the information we’ve gathered in the Business Process Planning Workshop, we put together the blueprints for a customized instance. By working with the Intelestream team that built intelecrm, opportunities for custom modules, integration solutions, and further development of the application are limitless.

Data Migration

Intelestream can migrate data from virtually any database to your instance of intelecrm. This includes legacy CRM systems, email applications, and spreadsheets. Custom data including notes and attachments is preserved throughout the process.

intelecrm Training

Although it is the final step in a CRM implementation project, training is certainly not the least important. Our Intelestream team takes training very seriously and does not consider its work complete until the system’s users and administrators are fully confident with the transition into using intelecrm to its full potential. Learn More

Extended Support

Our work however does not stop there. We offer extended support including upgrades, bug fixes and general maintenance of the system as required.

To learn more, download our intelecrm related whitepapers, attend an Intelestream led CRM webinar, or contact us directly at (800) 391.4055.


Intelestream Professional Services Packages

Jumpstart Package

The intelecrm Jumpstart Package is an all-inclusive solution designed to get your CRM up and running quickly and thoroughly. The package includes everything a typical company needs to implement a successful CRM solution. Click Here to learn more.

Installation - Data Migration - Configuration - Training

Our professional services team will install the base instance, configure your initial user accounts, complete a data migration from your previous CRM or contact management system, provide field customizations, and deliver a training for users.

Business Process Workshop

Successful projects start with a thoughtful investigation of client business processes. Even if your organization is not quite ready yet to implement a new CRM system, you will benefit from this exercise designed to map out your specific requirements. Intelestream understands that software system design is (most likely) not our Client’s core business. The Business Process Workshop takes the guesswork out of the process. Learn more.

Extended Support Packages

We offer a variety of support packages that cater to all budgets and requirements. We take care of upgrades, bug fixes, and any other requirement that arises along the way. Our premium offering ensures our senior support team address your support issues within 24 hours during business days. To learn more about our support packages, click here.


intelecrmintelecrm brings CRM to everyone. We mean everyone. This solution is so easy and inexpensive many think it is too good to be true! We assure you, this is not a hoax. intelecrm is a hosted CRM solution designed to get any company up and running in a flash. Built on an open platform, intelecrm has the same flexibility as every other CRM product we support. intelecrm delivers standard functions such as Lead Management, Opportunity Management, Contact and Account Management, Campaign Management, and the brand new Superfast data entry module.


intelecrm Professional Services

Intelestream offers a complete array of professional services for intelecrm. From simple custom fields to complete customized work process flows, the intelecrm solution was developed with our clients in mind and is a collection of the most commonly requested customizations and workflows integrated together. As such, any of our available package offerings for SugarCRM or info@hand also apply to intelecrm. Contact Intelestream sales for additional information on Professional Services available for this product.


Intelestream Inc - Phone: (800) 391.4055 - Fax: (312) 244.3765 - Address: 27 North Wacker Drive Suite 370 Chicago IL 60606
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