INTRUM CRM FEATURES


  • Unified customer database

    Storing all the data about your clients in a unified consolidated database allows quick search of information, segmenting contacts and logging all their interaction history, alongside with smart deals management and compiling reports customized by metrics....

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  • Reports

    Multifunctional report builder allows monitoring any metrics that are crucial for the company development control — from its overall financial achievements to the efficiency of sales, call center and customer service....

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  • Automation. Business processes

    INTRUM CRM business processes eliminate routine operations and the human factor by automating the workflow and monitoring the efficiency of sales department and customer service....

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  • Sales management

    Managing deals in INTRUM CRM allows registering all sales, motivating sales reps to work productively and increase sales department conversion...

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  • Integration with IP telephony

    Enable IP telephony in INTRUM CRM and make/receive calls right in the system. Create smart scripts for incoming calls processing based on analytic algorithms....

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  • Task management

    Smart task manager ensures all the errands are reasonably assigned and properly accomplished....

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  • Managing invoices and payments

    Issue invoices right from the CRM just in one click! Analytics combined with business process automation algorithms makes the life of your sales department infinitely easier....

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  • Integration with email services

    Connect all the email accounts of your company to INTRUM CRM to send and receive email messages in fully functional and convenient interface right in the system....

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  • Managing documents in the CRM

    Create documents using templates right in contact/deal profile, save them, print them out or email them to your clients....

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  • INTRUM CRM integration with your website

    Your company website can easily be integrated in overall data exchange with the CRM. Requests from website, CRM online chat, Visitor statistics, Call from website...

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  • Cloud file storage

    Enable INTRUM CRM integration with Dropbox and access your file storage right from the CRM. Once you publish the link to a Dropbox file in the CRM, all the changes made in this file in Dropbox will automatically come to effect in INTRUM CRM....

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  • Corporate portal and internal site

    Use internal corporate portal to publish and store all the essential tips and useful information about the company workflow. Create your company internal corporate portal in INTRUM CRM, divide it into sections and subsections corresponding to, say, branches and departments — and publish all the useful tips and information there....

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  • INTRUM CRM for mobile devices

    Make the most of INTRUM CRM working from your smartphone or tablet! INTRUM CRM has mobile applications for Android and iOS. Make the most of all the functions of objects/contacts/deals processing packed in a convenient mobile format....

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  • Corporate messenger and business chat

    Chat with your colleagues online right in the CRM using the built-in messenger....

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  • Company corporate structure and HR tools

    The full hierarchy of your company branches and departments can be reflected in INTRUM CRM. Create user profiles and add all the fields you need for HR notes....

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  • Security and access permissions

    INTRUM CRM is particularly focused on secure data storing and transmission. You can flexibly adjust the access permissions and set restrictions, if necessary....

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  • Objects and fields settings

    Compile databases of your company products/services synchronized with warehouses and the sales department....

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  • Applications. API and tools for developers

    Customize INTRUM CRM to meet your company requirements. Add new functions, modify them, and make integrations with other corporate services....

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FEATURES

INTRUM CRM is a SaaS cloud solution and is hosted by our servers. The CRM is flexible and can adjust to your business needs. You will be getting all the necessary assistance from your personal adviser while using the system.