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
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- 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
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Sales Orders
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- 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
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Click above to view screenshots |
Invoices
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- 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
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Payments
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- 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
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Shipments
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- Manage shipments for invoices
- Manage multiple shipping providers
- Define and customize shipment status and other shipment items
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Products
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- 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
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Quickbooks Integration
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- 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
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Smart Payment Gateway Integration
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- 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)
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*Available with the Payment Gateway integration add-on.
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