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Overview

IntelliStant is a comprehensive and scalable customer relationship management (CRM) solution designed for businesses of all sizes. Despite having some limitations in the mobile version, the tool provides seamless automation capabilities that make it a compelling choice for businesses aiming to optimize their customer interactions and operational efficiency.

IntelliStant Specifications

  • Contact Management
  • Lead Management
  • Opportunity Management
  • Sales Forecasting

IntelliStant Features

Fully Customizable CRM System

IntelliStant is fully adaptable to suit specific business needs and industry requirements. Users can configure the software to mirror their unique workflows, ensuring it works exactly as required to automate core business activities and streamline operations.

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Stay Connected

The platform helps businesses maintain continuous and meaningful communication with their customers and leads. It provides tools to manage and track follow-ups, schedule appointments, and organize call logs, ensuring no interaction is missed.

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Automated Marketing

This feature allows users to easily create and execute targeted marketing campaigns. It helps manage and nurture leads by automating email campaigns and other marketing efforts to deliver timely and relevant communications.

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Online Quotation And Invoicing

IntelliStant enables users to generate professional and accurate quotes quickly and efficiently. The built-in product catalog and automated tax calculation ensure that quotes and invoices are not only fast but also precise and ready to be delivered in seconds.

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Pros And Cons of IntelliStant

Pros

  • Easy-to-use interface

  • Offers excellent customer support

  • Provides full business automation

Cons

  • Lacks some graphing capabilities

  • Might be a bit expensive for smaller companies

IntelliStant Reviews

Total 2 reviews

3.5

All reviews are from verified customers

Rating Distribution

5

Stars

0%

4

Stars

50%

3

Stars

50%

2

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0%

1

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0%

Share your experience

DP
Deepak p.

Small-Business, 11-50 employees

3.0

“Excellent solution for daily operations”

Pros

The automated payment follow ups really smooths our workflow and the work order system keeps everything organized. Managing inventory has become much simpler, plus the CRM and sales reporting features help me track business development effectively. It's been a game changer for making daily operations more efficient.

Cons

Honestly I can't find much to complain about, though the pricing feels more geared toward mid to large companies. The reporting visuals and charts could use some work, you'll probably need to upgrade to get better graphs for presenting your data effectively.

Rating Distribution

Ease of use

7

Value for money

7

Customer Support

6

Functionality

7

A
Anonymous

Mid-Market, 51-100 employees

4.0

“Overall good tool!”

Pros

This tool has been a game changer for managing our customer relationships and it really helps keep everything organized and accessible.

Cons

I haven't come across anything to complain about so far.

Rating Distribution

Ease of use

8

Value for money

8

Customer Support

8

Functionality

8

Frequently Asked Questions

What level of support does IntelliStant offer?

IntelliStant offers 24/7 email and phone support to eliminate onboarding hurdles or eliminate any other queries.

Does IntelliStant have a mobile app?

Yes, IntelliStant does offer a dedicated mobile app.

What language does IntelliStant support?

IntelliStant only supports the English language.

Does IntelliStant offer an API?

No, IntelliStant does not offer an API.

What types of IntelliStant pricing plans are available?

IntelliStant offers a single pricing plan of $30/user/month. Obtain a tailor-made IntelliStant price analysis specific to your needs.

Who are the typical users of IntelliStant?

Typical users include sales and marketing professionals in a wide range of industries and sectors, including manufacturing, healthcare, retail, and others.

What other apps does IntelliStant integrate with?

The IntelliStant software does not list any direct integrations with third-party tools and platforms.