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 software is designed for ease of use and intuitive navigation, specifically tailored for small to medium enterprises, accountants, bookkeepers, and CPAs. You can kickstart your accounting journey without incurring any initial setup fees. Enjoy a plethora of essential features that save time and cater to your business requirements, all provided at no cost. You will find more than just the basic functionalities; try out a test drive to experience the capabilities of TreezSoft firsthand. Effectively manage sales transactions such as sales quotations, sales orders, delivery orders, and invoices. You can handle journal entries and ledgers seamlessly, while also generating comparative profit and loss statements and balance sheets across various periods, branches, or departments. Additionally, manage all your purchase-related activities, including purchase orders, goods received notes, and supplier invoices. The software supports multiple currencies with live exchange rates, automatically detecting any forex gains or losses. Keep track of income and expenses for specific events or projects using customizable tags, and benefit from the ability to manage multiple locations and terminals that are fully integrated with both accounting and inventory systems. With TreezSoft, your business can streamline its financial processes effortlessly.
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
$40 per month
Free Trial
No
Free Version
No
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
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
No
Customer Support
Business Hours
Yes
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
Yes
Vendor Details
Company Name
Infolink Technologies Pvt.Ltd
Founded
2004
Country
India, USA
Website
www.intellistant.com
Vendor Details
Company Name
TreezSoft
Founded
2011
Country
Malaysia
Website
www.treezsoft.com
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
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
CPA Firms
Yes
Cash Management
Yes
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
No
Fund Accounting
No
General Ledger
Yes
Government
No
Multi-Currency
No
Nonprofits
Yes
Payroll Management
No
Project Accounting
Yes
Purchase Orders
Yes
Tax Management
Yes