What our customers are saying about intelecrm

“intelecrm Premium Edition’s interface gave our employees an intuitive, easy-to-use application capable of helping users in multiple regional offices.

Tracy Eckert, Chief Operating Officer
BuyOwner.com

Zip Code Radius Search postal_radius

Description

Enables users to quickly locate contacts, leads, or businesses that are within a specified distance from the target zip code.

Benefits

This functionality can be used for event management, sales territory planning, business trips, and much more. Users are able to search the database using location as a key filter.

Advantage

Very few if any CRM systems include this function.

Document
Search document_search

Description

Enables users to search for key words inside documents that are attached to the CRM.

Benefits

Searching for key documents can be a nightmare in any organization. Often they are placed in a file folder on a network share, printed and filed neatly in a physical storage location, or even on top of someone’s desk in the “important pile.” By implementing a sophisticated indexing engine, users can retrieve documents in an efficient manner.

Advantage

Most CRM systems support attachments however only intelecrm supports meaningful, indexed document-searching capabilities.

Superfast Screen™ super_fast_screen

Description

Superfast Screen™ enables users to work with multiple system records from within the same screen.

Benefits

intelecrm is designed to work the way users think. Areas like Accounts, Contacts, Tasks, and Opportunities are all very related. In other CRM systems, users are forced to jump back and forth between modules and screens, which often equates to time wasted on the job. This design greatly reduces the number of clicks, makes data entry a snap, and makes users happy.

Advantage

No other CRM has this. Period.

Tag Cloud Browsing tag_cloud_browsing

Description

Enables users to manage tagging within a hierarchy structure.

Benefits

Yet another powerful way to browse data. Users are empowered with an additional method to query and categorize data.

Advantage

Unlike other tagging implementations, intelecrm takes a structured approach by providing Administrators the ability to design hierarchies and create tag cloud settings. This creates another dimension for data segmentation while maintaining and controlling corporate policy.

CRM Maps maps_icon

Description

This visualization enables users to create a meaningful view of important data with location as a key dimension.

Benefits

This functionality can be used to visualize key customer data on a map, product penetration and lead volumes.

Advantage

Although these types of features are often available from other CRM vendors as a costly add-on, intelecrm includes the function in its standard version.

Password Strength password_strenght

Description

Password requirements follow a strong criterion, minimizing security risks.

Administrators have the ability to schedule and reset passwords system wide or for individual users.

Benefits

Your CRM is like a safety deposit box containing your company’s most important data that is only as strong as its weakest password. Security breaches can be swiftly avoided through this ironclad tool.

Advantage

The company’s in-house team of software engineers developed this Intelestream feature.

Star Rater star_rater

Description

Enables users to create a simple visualization rating Leads, Contacts, and Account records according to quality or importance.

Benefits

Easily rate records and filter results according to rankings.

Advantage

Although this is a common function across many CRM systems, it is often only available in premium subscriptions. Intelestream offers this functionality as a basic feature in all editions.

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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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