Fully automate the sales cycle process. Users can assign, track, and convert leads, initiate opportunities, create contacts and accounts, write quotes and send proposals. intelecrm takes care of everything a sales force team requires to work efficiently and close deals quickly.
Explore what you can do using intelecrm:
Manage Contacts
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- Organize contacts in a central location
- Integrated with opportunities, accounts and customer support
- Easy import/export options through CSV and other common formats
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Manage Accounts
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- Organize accounts in a central location
- Automatically associate accounts with contacts, products, location, status, and more...
- Understand your complete client relationship through integration of accounts with opportunities, activities, history, cases and quotes
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Manage Deal Flow
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- Enhance sales workflows and have full visibility into the progress of deals
- Link opportunities with contacts and accounts
- Customize opportunities to meet your company’s specific processes
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Manage Sales Interactions
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- Schedule and document calls, notes, and emails
- Review contact history
- Set priority level, due dates, and team responsibilities
- Manage reminders so users can meet their goals
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Send Proposals and Quotes
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- All in one module for managing Proposals and Quotes
- Generate accurate quotes and deliver them through email, HTML, or PDF
- Multiple line items such as currencies and tax quotes are built in
- Strict Version Control tracks change history
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Click above to view screenshots |