Simple User Interface
Intelligent forms for easy data entry, multiple task views, 360 customer view and customisable dashboards.
THE ESSENTIAL CRM FOR EVERY BUSINESS
Move away from legacy technology and run your entire business on one, powerful, feature rich CRM.
Intelligent forms for easy data entry, multiple task views, 360 customer view and customisable dashboards.
Customer portals and tools to make interacting with customers and provide outstanding service a breeze.
Bespoke workflows to make handling large volumes of customers easy. Automated actions on completion of key tasks means nothing is forgotten.
Telephony, Whatsapp, Facebook, SMS, Email, whatever channel you use to communicate with customers, do it in one place.
Any Device. Anywhere. Anytime.
Access the information you need to, from any device with a web browser, in any location.
Automate Google buying campaigns using backend CRM data
Created automated lists that populate in to MailChimp and send emails on a schedule
Automatically sync your dropbox account with documents from within intelliO
Screen pop the customer record on incoming or outgoing calls and automate calls based on intelligent business rules to ensure a customer interaction is never missed
User experience
intelliO is built with the end user in mind and provides a variety of tools to make interacting with teams and customers much easier.
Dark Mode
Switch themes at the click of a button with dark mode.
Automate lead and customer distribution based on any predefined rules to ensure you provide the highest level of service.
Are you working around a system that isn't flexible enough to accommodate your business processes or business change requirements?
IntelliO can be configured to any specification or requirement so you can be sure your CRM won't be holding you back.
Navigate to each area with ease without overcomplicated structures. Create wizard style forms to allow users to breeze through form filling questionnaires