Intellent CRM System Benefits And Features.
All the Benefits, None of the Headaches.
Seriously.
Sales & Marketing Management
Customer Management
Manage your customers in a single view. Check their invoices, your communications, proposals, quotes, contracts and tickets.
Lead Finder Management
Want more leads, for Free? Now, instead of advertising, let our system find your leads. Simply add a city or country, add the profession and watch leads auto-flow into your CRM, ready to be cold-contacted.
Landing Pages
Whether you have a WordPress website, a Wix, or anything else, you don't need landing page software to create beautiful landing pages. Simply use our drag-and-drop editor, add your graphics and forms and launch it.
Sales Management
View and manage the entire sales cycle from one dashboard, per customer. Issue proposals, estimates, purchase orders, invoices, delivery notes, payments, credit notes and create items
Lead Management
Keep track of all your leads in one place. Auto-import them from your emails, add notes, create proposals, and organize stages with drag-and-drop ease. It’s like managing your life, minus the existential crisis.
Popups
Visitors try to leave your website? Grab their name and email and add them to your Intellent CRM database for further marketing automation. No need to pay extra for popups!
Subscriptions Management
Do you sell subscriptions of any kind? We got you. Add subscriptions, name your price, and it automatically rebills the customer at your desired term, based on Stripe.
Marketing Automation
Collect leads from your website and messaging (including WhatsApp and Viber), create drag-and-drop landing pages and auto-import people who got interested via Facebook Lead campaigns.
Customizable Forms
Create polished, client-facing forms that get your leads faster than slicing bread. With our drag and drop editor, all you need is to specify what you need and add it. Then simply embed it to your website or links. We have three different form builders to choose from!
Marketing Segmentation
Segment your leads and customers based on your marketing campaigns and send different communications, offers and deals to each segment. No need to pay expensive separate software!
Email Marketing Campaigns
Send emails that don’t suck. Personalize campaigns, schedule blasts, and analyze clicks with a CRM that makes your marketing game sweeter than a chocolate chip cookie.
Proposals & Estimates
Create polished, client-impressing proposals. Add videos, images, and tables to seal the deal faster than you can say "instant win."
Customer Portal
Let your customers log in and feel like VIPs. They can track their financials, update info, and more – without bothering you! (ok, maybe they will).
Custom Fields
Store anything from shoe sizes to favorite ice cream flavors (or actual business data, if that’s more your style). Customize to your heart’s content!
Email & SMS Notifications
Gone are the days when you had to write individual emails to your leads or customers. Now simply select the group you want, formulate an email or an SMS and send it to all, to some of them or just a specific group!
Set Goals
What is a business without goals? Easy set them up on Intellent CRM and let your entire team know - and automatically notify staff if they met it or ... failed.
Collaboration Tools
Task Management
Assign tasks to team members, add followers, and attach files. It’s like herding cats, but with less chaos and more results.
Project Management
From timelines to milestones, manage your projects from start to finish. Track time, assign staff, and bill clients – with room left for an extra coffee break.
Live Chat
Chat with your team or customers in real-time. Manage conversations, resolve issues fast, and get back to Netflix – oops, we mean work.
Business Insights
Invoices & Payments
Build professional invoices and accept payments in different currencies. Set up recurring invoices so you can invoice once and sip coffee for eternity.
Expenses
Track your expenses down to the cent. Bill clients for those extra-long Zoom calls or charge for every cup of coffee consumed. (Just kidding, maybe.)
Reporting
They say that what is not reported, it is not managed - or something like that. Create awesome-looking reports for sales, expenses, expenses vs income, leads and timesheets
Support System
Knowledge Base
Create helpful articles to solve customer issues before they even ask. It's like a virtual customer service ninja, always one step ahead.
Calendar
Stop usin gexternal apps for calendaring. Simply go to our calendar and add events, like meetings, followups and more.
Ticket System
Resolve issues faster with a powerful support system that turns emails into tickets automatically. Because no one likes to wait.
Surveys
Rather than assuming that you do everything perfectly, ask your customers to tell their opinion - directly from your CRM! Send individual surveys or create lists for bulk opinions. Easy peasy!
Media Management
Store photos, videos, pdfs, books, manuals and anything else you want directly to your CRM. Share them with your clients with one click. Amazon AWS SE or Zapier.
Ticket System
Resolve issues faster with a powerful support system that turns emails into tickets automatically. Because no one likes to wait.
Customization & Extras
Contracts with E-Signatures
Send out contracts that your customers can e-sign. It’s legally binding, but it feels as easy as signing up for Netflix.
Custom Themes & Styling
Make your CRM look and feel exactly like your brand – or go wild with colors, no judgment. It’s your CRM, after all.
Zapier Integrations
Connect with Zapier and Intellent with thousands of other applications, in a snap.
Frequently Asked Questions
Are there any hidden fees?
Nope! What you see is what you get. $5 per person per month includes everything, and we mean everything: from AI tools to email marketing and beyond. No sneaky upcharges here!
What kind of support does Intellent CRM offer?
We’ve got your back. We have AI agents working 24/7 and if these do not solve your issues, our team is also available 24/7 via chat, email, telephone (!) and an ever-growing knowledge base that answers your toughest CRM questions.
Does Intellent CRM integrate with other tools?
Yes, we play nice with others! Integrate your favorite apps like Stripe, PayPal, and more to streamline your business workflows.
Does Intellent CRM support email marketing?
Yes, our CRM comes fully loaded with email marketing tools to help you stay connected with your customers. Automated campaigns, personalized emails, and all the bells and whistles – no spammy tactics!
Is Intellent CRM easy to use?
It’s easier than finding the snooze button in the morning. Intellent CRM is designed for busy people who want a powerful tool that doesn’t feel like rocket science.
What features are included in Intellent CRM?
Think of it as a CRM buffet: project management, invoicing, lead tracking, email marketing, AI-powered chat, and more. Basically, all the goodies you need to grow your business, without the extra bloat.
Do you offer a free trial?
Yes, we do! Try Intellent CRM for free, no credit card required. You won’t want to go back to juggling spreadsheets after this!
How much does Intellent CRM cost?
For just $5 per person per month, you get the full package: no hidden fees, no surprises, just like a smooth cup of coffee – except even more affordable! And if you go yearly, it’s only $3.99 per month.