360° client overview
Intrix CRM provides you with a 360-degree view of your customers and an overwiev of all sales activities in one place. For each customer, you can track all the important information recorded either by you or your colleagues. Having all the key information at hand, your employees will be able to establish excellent business relationships with customers.
Monitoring inquiries and sales opportunities.
With Intrix CRM, you can manage your sales process: from first contact with the customer to final purchase and post-purchase support. You have a complete overview of sales opportunities at all times and you can easily see at what stage an individual opportunity is.
Kanban visual overview.
With a graphical overview of demand by sales phases, you will easily keep track of open deals. You can move queries between individual phases with the drag-and-drop function.
Monitor internal or implementation projects
You can select a project team for each project, set tasks and deadlines, record revenues and expenses, monitor time consumption, attach documentation, etc.
Comprehensive overview and scheduling of all your resources in one place. Transparent and easy.
You can manage a variety of resources such as personnel, rolling stock, premises, equipment and the like. The scheduler is closely related to all your data in CRM (services, projects…) and shows the occupancy of all resources on one timeline.
Monitoring of project finances
Full control over revenues and expenditures is the basis for timely action.
The Intrix mobile app for Android and iOS delivers a revolutionary , fully customizable mobile user experience . With one click, you can access all of your customers ’data, scan and add a customer’s business card, record a new appointment, reminder, find the minutes of the last meeting, or attach an image taken with a mobile phone.