THE ESSENTIAL CRM FOR EVERY BUSINESS
Move away from legacy technology and run your entire business on one, powerful, ai driven, feature rich CRM.
Intelligent forms for easy data entry, multiple task views, 360 customer view and customisable dashboards.
Build out your business requirements using our ai driven engine.
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.
Harness the transformative power of GPT integration to streamline workflows, enhance data insights, and elevate user experience. Dive into a dynamic digital realm where AI-driven tools and insights pioneer the future of web interactions.
Utilise the seamless integration of ConnexOne to optimise communication processes and enrich customer engagement. Experience a unified platform that effortlessly bridges communication channels and data touchpoints.
Streamline your printed communications with a click.
iMail integration offers cost-effective posting, eliminating the need for internal printers or franking machines. Let iMail handle all your print and post needs seamlessly.
Iress integration allows real-time research for a variety of financial services products, producing quotes in seconds. Simplify, compare, and quote effortlessly.
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
The ability to configure every element of intelliO means we have a system that fits our business, not the other way around like most CRM's.
We switched from a 'market leader' to intelliO as we could only hold 14 products in the 'market leading' system. It was a seamless transition, we have much better control and visibility of all operations in the business and have no limitations with the number of products we can have. Wonderful.
intelliO is so adaptable to any process meaning we don't have to change how we want to work to accommodate the lack of ability for software to change. We love it.
Moving away from our legacy platform on to newer cloud based technology like intelliO has enabled us to reduce our infrastructure costs and enable remote working to be much easier. The platform can handle any business requirement given which for a complex business like our is ideal.
intelliO is the flagship product
of Intellisoft Ltd.