Core Functionality

Platform
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:

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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Personal User Experience
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
Personal User Experience Personal User Experience
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Customize your Home Page
dashlet driven
  • 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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Intelestream Inc - Phone: (800) 391.4055 - Fax: (312) 244.3765 - Address: 27 North Wacker Drive Suite 370 Chicago IL 60606
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