Intelisis CRM Reviews

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.

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.

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.

Pros

Working with Intelisis is very easy. Implementing it was smooth and the team is always there to help with any tasks.

Cons

There's not enough information or access to manuals which makes user training harder.

Pros

I really like how easy it is to build reports in Intelisis. The tough part is when you need to cross-reference multiple tables especially when they're encrypted. You should definitely take the basic advanced reporter course to clear up any confusion.

Cons

When there are new implementations or updates, it's common to run into a lot of errors. Tax updates especially take a while to properly segment the information required by the SAT.