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Core Functionality

The intelecrm platform is powerful, fast, and easy to use. A customizable dashlet driven homepage serves as the user’s main interface. Workflow can be tailored and automated. The entire user experience can be personalized on an individual basis in order to meet specific use-case scenarios.
Explore what you can do using intelecrm:

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Manage Business Processes
ManageBusinessProcess
  • Workflow Engine automates CRM related processes
  • Flexible and compatible with the specific workflow demands of any organization
  • Administrators define custom business rules
  • Individual users set alerts, actions, and triggers
Manage Business Processes Manage Business Processes
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Manage Access Rights
ManageAccessRights
  • Protect sensitive data
  • Configure access rights on a per-module basis
  • Configure access rights according to teams and individual users
Manage Access Rights Manage Access Rights
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Security Management
SecurityManagement
  • Designate permission levels for groups and users based on job type, department, geography, and more
  • Manage competing or regionally separated sales teams
Security Management Security Management
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Custom Fields & Layouts
custom_fields
  • Attach custom fields within modules that are related to company-specific metrics
  • Generate reports based on custom criteria
  • Designate custom fields as required or optional
Custom Fields & Layouts Custom Fields & Layouts
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User Personalization
themes
  • Select from multiple themes† to display intelecrm™ skins according to user preferences
  • Encourage user adoption by letting users select their favorite themes
  • Intelestream can develop a custom theme to match company branding and color schemes
  • Drag and drop items to personalize the dashboard and menu
  • Configure user interface according to individual use-case requirements
Customize your Home Page Customize your Home Page
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Intuitive Interface
dashlet driven
  • Work with multiple system records from within the same screen
  • Access related objects including Accounts, Contacts, Tasks, and Opportunities without navigating away from the screen
  • Save time, save clicks
  • Work the way you think

Learn More

Add dashlets to personalize your SuperFast Screen Enter multiple records at the same time
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Intuitive Search
dashlet driven
  • Quickly locate contacts, leads, or businesses that are within a specified distance from a target zip code
  • Visualize key customer data on a map, including product penetration and lead volumes
  • Search for keywords inside document attachments within the CRM
  • Use tag clouds to query, categorize, and quickly browse data
  • Rate records and filter results according to user defined rankings
Search by Star Rating Document search
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Intelestream Inc - Phone: (800) 391.4055 - Fax: (312) 244.3765 - Address: 27 North Wacker Drive Suite 370 Chicago IL 60606
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