Average Ratings 11 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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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

With features like options management, CRM, automated contracts, and web analytics, this solution seamlessly integrates with your current business systems. You can take full command of pricing structures, sales processes, and contract documentation, allowing your team to prioritize enhancing customer experience, even in your absence. Experience the confidence that comes from knowing your contracts are not only actionable but also precise, resulting in significant savings and improved efficiencies down the line. Create tailored workflows to manage a variety of tasks including custom options, change orders, lot transfers, reservations, and deposits. Say goodbye to the hassle of juggling data across multiple platforms, as you can oversee leads, prospects, buyers, homeowners, and realtors all within a unified SQL database. Moreover, you can swiftly design email campaigns and monitor essential metrics effortlessly. This comprehensive approach streamlines your operations, ensuring that your business runs smoothly and efficiently.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$20.00/month/user
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

Infolink Technologies Pvt.Ltd

Founded

2004

Country

India, USA

Website

www.intellistant.com

Vendor Details

Company Name

MiTek

Founded

1955

Country

United States

Website

salessimplicity.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

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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