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Order Management

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.

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Explore what you can do using intelecrm:



Quotes
contact
  • Generate accurate quotes and deliver them through email, HTML, or PDF
  • Track quotes as they move through the sales process
  • Customize quote templates according to your organization's requirements
  • Convert quotes into sales orders, invoices, and products
  • Create line items from the product catalog or customize as you go
  • Measure success by running reports on quotes
Quotes Quotes
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Sales Orders
sales-order
  • Generate accurate sales orders and deliver them through email, HTML, or PDF
  • Track sales orders as they move through the sales process
  • Customize sales order templates according to your organization's requirements
  • Convert sales orders into invoices, and products
  • Create line items from the product catalog or customize as you go
  • Measure success by running reports on sales orders
Sales Orders Sales Orders
Click above to view screenshots
Invoices
invoices
  • Generate accurate invoices and deliver them through email, HTML, or PDF
  • Track invoices as they move through accounting
  • Customize invoice templates according to your organization's requirements
  • Create shipments and payments against invoices
  • Create line items from the product catalog or customize as you go
  • Report on open and aging AR
Invoices Invoices
Click above to view screenshots
Payments
payments
  • Implement and manage single and recurring payments*
  • Process payments from credit cards*, checks, money orders, and bank drafts
  • Receive and allocate payments to one or more invoices
  • Customize and define payment types
  • Customize tax information according to local tax rates
Payments Payments
Click above to view screenshots
Shipments
shipments
  • Manage shipments for invoices
  • Manage multiple shipping providers
  • Define and customize shipment status and other shipment items
Shipments Shipments
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Products
products
  • Build a custom product catalog
  • Manage product bundles and product kits
  • Manage pricing formula, discount information, and other product data
  • Track supported products and customer assets
Products Products
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Quickbooks Integration
quickbooks-integration
  • Create and update customers, invoices, sales orders, and more from intelecrm through uni and bi-directional integration with Quickbooks
  • Access all Quickbooks accounting history in intelecrm
  • Manage multiple currencies between Quickbooks and intelecrm
  • Integrate custom objects and custom data between the two applications
Quickbooks Integration
Click to view screenshot
Smart Payment Gateway Integration
smart-payment-gateway-integration
  • Choose from multiple Payment Gateways including Revolution Payment Systems, Authorize.Net, PayPal, Intuit Merchant, Durango, iCash, Payment XP, Banktec, Teledraft, Cybersource
  • Automate the entire Credit Card Payment Flow from the instant a customer submits a credit card or electronic check to the final authorization
  • Set-up Automated Recurring Billing (ARB)
Payment Gateway Payment Gateway
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SendProposalAndQuotes

*Available with the Payment Gateway integration add-on.

 

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