Average Ratings 11 Ratings
Average Ratings 0 Ratings
Description
Intellistant is more that a CRM software for Business Automation! Intellistant is a business assistant that provides all the essential modules for lead generation, quotation, invoice, payment management, tax calculator, field force reporting, inventory module to track incoming and outgoing stock, analytics and reports to help you make quick business decisions. Each customer has their own database and an exclusive stand-alone application that ensures data security and privacy.
Description
The Quotation Management System is a user-friendly and adaptable platform that enables businesses to efficiently create, submit, and monitor quotes and invoices. As an open-source web application, it can be easily downloaded as a Windows installer executable, simplifying the installation process for users. This system allows for the management of all quotation records within a single intuitive interface while ensuring compliance with necessary tracking standards. Users can automatically generate quotations in PDF format through custom-designed templates, enhancing document presentation. It also offers straightforward web-based document management features, enabling users to modify attached documents while retaining a complete history of changes. Additionally, the system allows users to lock and unlock documents as needed. On-demand reporting capabilities provide essential compliance and audit information, along with detailed insights into the records management environment. With a variety of comprehensive reports and visual charts, users can conduct in-depth revenue analysis, making this system not only practical but also a powerful tool for financial management. Overall, the Quotation Management System stands out as a robust solution for organizations looking to streamline their quoting and invoicing processes.
API Access
Has API
Yes
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$20.00/month/user
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Infolink Technologies Pvt.Ltd
Founded
2004
Country
India, USA
Website
www.intellistant.com
Vendor Details
Company Name
KE MethodosIT
Founded
2004
Country
Cyprus
Website
www.methodosit.com.cy/products/sqm.html
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Product Features
Quoting
Automated Quoting
Yes
Catalog Management
Yes
Client Portal
Yes
Contact Management
No
Customer Accounts
No
Customizable Branding
Yes
Discount Management
Yes
Forms Creation
No
Pricing Management
No
Product Configurator
No
Proposal Management
Yes