You can keep records of your company products/services right in the CRM: catalogs of products, list of properties for realtors, measurements for installation companies, cars and test drives for auto dealers, case records for law offices, etc. Objects are all integrated with the built-in CRM module “Storage”. It is possible to create deals with objects attached and create invoices and financial documents for them.
The combination of fields in object profile can be flexibly adjusted according to your company specifics. The diversity of fields settings in truly unparalleled: select from various types of fields to match any kind of data, set fields as obligatory or hidden and adjust complex associations between them, use input masks and default values, relate fields by JS rules and associate them with external services and other CRM objects – see all fields settings.
Q & A
Are advanced fields settings, such as setting them obligatory, subject to additional fees?
No, these settings are always available, regardless of your CRM usage rate.
Is the number of objects limited?
10 000 objects are included in basic rates (“Enterprise” and “Ultimate”), and there is also a paid extension option — see “Pricing”.
Can the display of one field be triggered by the selection of another?
Are there view settings for object/contact profile fields?
You can create groups of fields, mark selection options with different colors, add explanatory text to fields and adjust the sequence of fields appearance.
Can I create a rule for text/digit field input format?
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.