Intrix CRM

Additional features

360° Customer View

Provides a complete and centralized overview of all clients, customers, and their contact persons, including detailed sales activities and all recorded information, ensuring quick access to key data for employees.

Rapid Client Onboarding (Dun & Bradstreet Integration)

Simplifies and accelerates the process of adding new clients by integrating with Dun & Bradstreet, allowing one-click access to contact and financial information for companies in Croatia, Slovenia, Bosnia and Herzegovina, and Serbia.

Sales Process Management (End-to-End)

Manages the entire sales cycle, from the initial customer contact and inquiry reception through to the final sale and even post-sales activities, offering a complete overview of all sales opportunities and their current stages.

Visual Sales Pipeline (Kanban)

Offers a graphical Kanban board for inquiries, enabling easy visualization of sales opportunities by stage and facilitating intuitive drag-and-drop movement of opportunities between stages.

Automated & Manual Follow-up Activities

Supports the creation of reminders for crucial sales activities like follow-up calls after offers or review date agreements, with the option to automate reminders based on sales process triggers (e.g., automatic reminders after an offer is sent).

Integrated Calendar & Activity Planner

Offers a robust calendar and planner for tracking and prioritizing personal and team activities, including meetings, calls, tasks, and notes, and provides visibility into colleagues' schedules to streamline team coordination and find mutual availability.

Resource Scheduling (Planner)

Extends the planner functionality to allow for the easy scheduling and planning of resources such as colleagues' availability, official vehicles, or meeting spaces, enhancing operational efficiency.

Targeted Marketing Segmentation

Enables users to filter and segment their client base to create highly specific target groups for marketing campaigns, ensuring personalized outreach.

Direct Mailing Support

Facilitates the preparation and printing of address labels or envelopes directly from Intrix CRM, simplifying traditional mailing efforts.

Mailing System Integration

Connects with popular mass mailing platforms (e.g., MailChimp, Mailer Lite, Sendinblue, Campaign Monitor) with a two-way sync to track campaign performance and statistics directly within Intrix.

Marketing Campaign Success Tracking

Allows users to link incoming inquiries to specific marketing campaigns, providing clear insights into the effectiveness and ROI of different marketing initiatives.

Complaint & Service Request Management

Offers a robust system for tracking customer complaints and service requests ("ticketing"), providing a clear overview of unresolved, assigned, and completed tasks at all times.

Service Technician Dispatch Planner

Simplifies the scheduling and monitoring of service appointments by allowing users to easily assign service requests from a backlog to specific technicians on a given date.

Electronic Service Order Signing

Enables the generation of service orders in PDF format and facilitates electronic signing on mobile devices, supporting paperless operations and faster processing.

Customizable & Automated Reporting

Provides powerful reporting capabilities for real-time status overviews and informed decision-making, with options for custom report generation, automated weekly email delivery, and integration with Business Intelligence (BI) tools for dashboard display.

Comprehensive Project Management

Supports both internal and external projects, allowing users to define project teams, assign tasks and deadlines, track revenues and expenses, monitor time spent, and manage project documentation.

Resource Monitoring (Project Planner)

Provides a centralized view and schedule of all firm resources, such as employees, vehicle fleets, and equipment, closely linked to CRM data (services, projects) to display current occupancy and availability.

Financial Project Oversight

Ensures complete control over project revenues and expenses, providing a solid foundation for making timely and informed financial decisions.

Mobile Application (Android & iOS)

Offers a fully adaptable and user-friendly mobile application for Android and iOS devices, providing one-click access to client information on the go.

Mobile Business Card Scanner

Allows users to scan and instantly add client business cards to the CRM via the mobile app.

Mobile Call Identification & Logging

Provides call identification for incoming calls and facilitates quick logging of call content directly from the mobile app.

Mobile Photo Attachment

Enables users to attach photos taken with their mobile phone directly to client records or activities within the CRM.

Mobile Electronic Document Signing

Supports electronic signing of documents directly on mobile devices, enhancing flexibility for field operations.

Multi-channel Reminders

Allows users to set reminders for all important tasks within Intrix, receiving notifications via SMS, email, or push messages within the mobile application.

Multi-language Support

The system is available in Croatian, Slovenian, English, and German, allowing individual users in international companies to select their preferred language.

Granular Access Control & User Rights

Provides robust security by allowing precise assignment of user rights and access restrictions based on roles (e.g., administrator, basic user with data export limitations) and fully customizable group permissions.

ERP System Integration (Bi-directional & Uni-directional)

Connects with various ERP systems (e.g., Pantheon, SAOP, MS Navision, SAP), supporting advanced custom integrations, standard bi-directional synchronization of companies and contacts, and one-way transfer of offers, orders, and financial data.

Marketing Automation & Mass Mailing System Integration

Integrates with popular marketing automation and mass email platforms (e.g., MailChimp, Mailer Lite, Sendinblue) with two-way data flow to track campaign results and statistics in Intrix.

IP Telephony Integration

Connects with various IP PBX systems (e.g., Avaya, Cisco) for both incoming and outgoing calls, automatically recognizing contacts, opening client cards for incoming calls, and initiating outgoing calls with a click from Intrix.

External Calendar Synchronization (iCal)

Allows users to synchronize Intrix calendar data with other popular calendars like MS Outlook Calendar and Google Calendar via standard iCal.

Website Form Integration

Automatically transfers data from website inquiry forms into Intrix CRM as new contacts or opportunities, simultaneously creating an activity for the assigned responsible person to ensure prompt follow-up.

Intrix CRM API

Supports a dedicated Application Programming Interface (API) for seamless integration with virtually any other software solution, allowing for customized connections based on specific business processes.

Client Mapping & Visit Planning

Displays clients on a map based on their location, facilitating easy planning of client visits and allowing users to directly add meetings via the map interface.

Dynamic Document Creation

Supports the creation of dynamic documents such as offers, contracts, travel orders, work orders, and service orders directly in PDF or DOC format.

HRM Module Integration

Provides an HRM module for easy record-keeping of employees, health check-ups, and all necessary HR documentation.

Group SMS Notification

Enables mass SMS notifications to customers regarding offers, deliveries, or sales/service request statuses, with the option to automate SMS notifications based on defined processes.