Cloud based CRM and BPM software to help your organisation cut costs, generate more sales and improve customer service. Leave legacy technology behind and bring your whole business & data on to one robust platform. This allows departments to operate to streamlined workflows, ensuring all tasks are completed on time, everytime.
Feature rich & fully customisable for any business - If you can think of it, we can do it! As well as having all the core features required from a CRM system, our software is built in such a way that it can be customised (rapidly and at a low cost) to work with any business sector. Financial, legal, charity, ecommerce or industrial we can quickly develop and customise to your exact requirements.
Feature rich & fully customisable for any business - If you can think of it, we can do it! As well as having all the core features required from a CRM system, our software is built in such a way that it can be customised (rapidly and at a low cost) to work with any business sector. Financial, legal, charity, ecommerce or industrial we can quickly develop and customise to your exact requirements.
Services
At IntelliO, we have a drive to build not only the best software from a technical perspective, but also software that will make a tangible difference to our client's business. We have 20+ years experience developing varying types of software for businesses, predominantly in the financial services industry and it truly is our passion.
Attract more sales with minimal effort. Monitor advertising campaigns, manage contacts and leads, track sales, qualify customers, produce quotes and invoices and manage on-going customer communications with our powerful customer relationship management features. CRM with task lists and appointments.
Automatically record all outgoing and incoming emails, text messages and faxes in a single location by matching against their unique reference, phone number or email address. Personalised communication shows that you care about your customers and can increase your sales by up to 40 percent.
Sometimes, document automation doesn't go far enough so we have created templated responses to email queries that can be customised further to add a real personal touch with minimal effort.Posting letters takes time and incurs labour and postage costs. You have to print the letter, find an envelope, frank it and make sure it gets to the post office.
Sometimes, document automation doesn't go far enough so we have created templated responses to email queries that can be customised further to add a real personal touch with minimal effort.Posting letters takes time and incurs labour and postage costs. You have to print the letter, find an envelope, frank it and make sure it gets to the post office.
A workflow enables you to map out how a business process should flow. A business process could be anything your organisation does, from signing up a new customer, to ordering stationary. All business processes follow a number of logical steps and decision branches.
Our CRM system enables you to visualise and draw these decision pathways and automate the implementation of your business process this is sometimes called business process management or BPM software.One of the more powerful features of our workflow system, is that it links to our communications module, enabling you to send automated messages to customers.
Our CRM system enables you to visualise and draw these decision pathways and automate the implementation of your business process this is sometimes called business process management or BPM software.One of the more powerful features of our workflow system, is that it links to our communications module, enabling you to send automated messages to customers.
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