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Description
Provide personalized sales experiences by utilizing comprehensive contact and account management tools. Focus your marketing efforts effectively by creating custom HTML emails aimed at distinct customer groups. Monitor your sales journey from initial lead generation to opportunity development, pricing, and finalizing deals through a structured sales pipeline. Streamline your workflow by automating routine tasks, such as setting reminders for calls and emails, distributing brochures, and managing lead entries. Generate reports on all data housed within your CRM, encompassing activities, leads, tasks, sales figures, and financial records. After each client meeting, quickly generate quotes using the integrated quoting system. Keep your product information and images organized to easily produce dynamic presentations for the products you wish to showcase. Additionally, enhance your customer engagement by utilizing analytics to refine your approach and track the success of your strategies.
Description
Having a comprehensive summary of clients, customers, and all relevant contacts consolidated in one location will help you and your team save valuable time. By efficiently tracking and finalizing sales prospects, you will enhance the number of projects successfully completed. The calendar and planner feature offers a clear 360° view of meetings, their minutes, and the weekly activity plans for the sales team members. Intrix CRM delivers a holistic perspective of customers along with a summary of all sales activities conveniently housed in one platform. For every client, you can keep track of all essential details, which can be documented by either you or your colleagues. This accessibility empowers your employees to cultivate outstanding business relationships with customers, as all vital information is readily available. Intrix CRM also facilitates the integration of data from Bisnode, allowing you to access not only contact details but also financial insights of the targeted companies in Croatia, Slovenia, Bosnia and Herzegovina, and Serbia with just a single click. This streamlined process ultimately enhances both efficiency and productivity within your sales operations.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
BuddyCRM
Founded
2012
Country
United Kingdom
Website
buddycrm.com
Vendor Details
Company Name
INTERA
Country
Slovenia
Website
www.intrixcrm.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management