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

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 

Screenshots View All

Screenshots View All

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 

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