About Intelisis CRM
Intelisis CRM is a CRM software/platform from Intelisis that helps meet the current and future needs of clients. It combines features such as company profiles, branch management, business partnerships, and growth objectives, so organizations can effectively manage customer relationships. With integrated access to resources like podcasts, eBooks, and webinars, users can stay informed about best practices. The platform also showcases success stories to illustrate effective CRM implementation. Key capabilities: company profiles branch management business partnerships growth objectives resource access Best for: businesses that need a comprehensive solution for managing customer interactions and relationships.
Intelisis CRM is a customer relationship management software designed to enhance customer interactions and streamline sales processes for businesses of all sizes. Tightly integrated with the Intelisis ERP system, it offers a unified view of customer information across various departments, facilitating smoother data flow and improved decision-making. The software encompasses core CRM functionalities such as marketing automation (customer segmentation, campaign management), sales force automation (lead management, opportunity tracking, contact management), and customer service management (case management, service contract management). While specific details on the user interface are limited, Intelisis CRM aims to provide a user-friendly experience with features like customizable dashboards and intuitive workflows. The primary strength of Intelisis CRM lies in its seamless integration with the Intelisis ERP system. This integration allows for a holistic view of customer data, encompassing sales, marketing, service, and financial information. Key features like real-time information access, customizable dashboards, and business process automation can empower businesses to gain valuable insights into customer behavior, improve sales efficiency, and enhance customer satisfaction.
Pros & Cons
- +Full CRM and ERP integration.
- +Real-time analytics and reporting.
- +Designed for businesses of all sizes (SMEs to large corporations).
- +Unified business processes with bidirectional data flow.
- +Tailored solutions for multiple industries.
- −Limited geographic coverage (focused on Mexico/Latin America).
- −Unclear pricing structure.
- −Potential language barrier for non-Spanish speakers.
- −Limited public information on scalability for global enterprises.
- −Lack of explicit in-app marketplace or self-service customizations
Features
Key features
- 1. Full integration with Intelisis ERP for bidirectional data flow.
- 2. Real-time information access for collections, billing, expenses, and orders.
- 3. Unified dashboards comparing CRM and ERP data.
- 4. Customer segmentation and campaign management in marketing.
- 5. Lead, opportunity, and sales management tools in CRM.
- 6. Incident tracking and knowledge base for customer service.
Additional features
- 1. Integration of catalogs, classifications, families, and transactions with ERP.
- 2. Real-time reporting and business monitoring for processes.
- 3. Customer segmentation and analytics for marketing strategies.
- 4. Campaign planning, management, and reporting tools.
- 5. Lead, opportunity, and account management features.
- 6. Business unit management and offer letter tracking.
- 7. Pricing and service management for orders and contracts.
- 8. Incident and case management for customer support.
- 9. Knowledge database and service contract management.
- 10. Unified processes for collaboration across business areas.
- 11. Shared information for inter-departmental access to data.
- 12. Source control options for managing platform data.
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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About Intelisis CRM
Intelisis CRM is a CRM software/platform from Intelisis that helps meet the current and future needs of clients. It combines features such as company profiles, branch management, business partnerships, and growth objectives, so organizations can effectively manage customer relationships. With integrated access to resources like podcasts, eBooks, and webinars, users can stay informed about best practices. The platform also showcases success stories to illustrate effective CRM implementation. Key capabilities: company profiles branch management business partnerships growth objectives resource access Best for: businesses that need a comprehensive solution for managing customer interactions and relationships.
Intelisis CRM Details
Intelisis CRM's In-App Market Place
Does Intelisis CRM have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), CAD (C$), AUD (A$), JPY (¥), CNY (元), INR (₹), RUB (₽)
Pros & Cons
- Full CRM and ERP integration.
- Real-time analytics and reporting.
- Designed for businesses of all sizes (SMEs to large corporations).
- Unified business processes with bidirectional data flow.
- Tailored solutions for multiple industries.
- Limited geographic coverage (focused on Mexico/Latin America).
- Unclear pricing structure.
- Potential language barrier for non-Spanish speakers.
- Limited public information on scalability for global enterprises.
- Lack of explicit in-app marketplace or self-service customizations
Intelisis CRM's Support Options
Email Address
info@intelisis.comChatbot
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