Intelisis CRM
Last Updated
Overview
Intelisis CRM simplifies customer management with tools for lead tracking, campaign execution, and performance analysis. Its full potential shines when paired with Intelisis ERP, which may limit standalone use. Still, for businesses looking to unify sales and finance processes, it’s a practical and forward-thinking solution to consider.
Intelisis CRM Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Forecasting
Intelisis CRM Features
Sales Management
Intelisis CRM encompasses key sales management functionalities such as lead and opportunity management, allowing teams to track and nurture prospects through the sales funnel. It also includes comprehensive account and contact management to maintain detailed client profiles and communication histories.
Marketing
The platform allows for effective customer segmentation, targeted campaign planning, and streamlined campaign execution. Its built-in reporting and analytics help evaluate performance and refine strategies.
Demand Generation
It supports cold calling, event management, and social network analysis. The platform also integrates with email marketing platforms to maintain consistent and automated outreach.
Control Panel
The ‘Control Panel’ in Intelisis CRM compares CRM and ERP data on a single dashboard, such as customer orders vs. actual collections, offering real-time insights for better decision-making and alignment between sales and finance.
Pros And Cons of Intelisis CRM
Pros
Simplifies and speeds up sales process
Automates and manages marketing efforts
Delivers key insights for better decisions
Cons
Requires initial setup time
May need custom configurations
Intelisis CRM Reviews
Total 5 reviews
4
All reviews are from verified customers
Rating Distribution
5
Stars20%
4
Stars60%
3
Stars20%
2
Stars0%
1
Stars0%
Share your experience
Consumer Electronics, 11-50 employees
Less than 6 months
“Easy to use”
Pros
The software is really user-friendly and it gives me full control over my finances.
Cons
The explorer views could definitely use some improvement.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
7
Information Technology and Services, 11-50 employees
More than a year
“Great tech platform for company management”
Pros
It's very easy to use, it keeps things in line with tax requirements and the cost-benefit ratio is great.
Cons
There are no built-in BI tools, dashboards or data mining features.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Real Estate, 51-100 employees
More than a year
“Intelisis for real estate management”
Pros
We picked this because it makes it so easy for the real estate sector to manage rental contracts, handle all their details and automatically generate invoices. Plus, it helps us manage budgets and keep track of them month by month.
Cons
You really need to know the system inside and out to define objectives for new implementations and avoid extra costs. Also, with the fixed asset module when an asset is sold or disposed of, it doesn't automatically get removed from the report.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Frequently Asked Questions
What types of pricing plans does Intelisis CRM offer?
Intelisis CRM price depends on the company’s individual requirements. Get in touch for a customized Intelisis CRM cost estimate.
Does Intelisis CRM have a mobile app?
No, it doesn’t offer a mobile app.
Who are the typical users of Intelisis CRM?
Intelisis CRM is suitable for a wide range of industries including retail, healthcare, manufacturing, wholesale, and retail.
What languages does Intelisis CRM support?
Intelisis CRM is available in English and Spanish.
What level of support does Intelisis CRM offer?
The vendor offers support through a ticket system.
What other apps does Intelisis CRM integrate with?
The software integrates with Intelisis ERP and other platforms. However, the vendor hasn’t provided details about the apps it integrates with.
Does Intelisis CRM offer an API?
The vendor hasn’t provided information about the platform’s API capabilities.