• 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

• Protect sensitive data
• Configure access rights on a per-module basis
• Configure access rights according to teams and individual users

• Designate permission levels for groups and users based on job type, department, geography, and more
• Manage competing or regionally separated sales teams

• 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

• 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

• 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

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• 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