Intrix CRM

Intrix CRM is a customer relationship management (CRM) system developed by INTERA d.o.o. The software aims to assist businesses in managing their customer database, sales activities, project management, and marketing processes in a centralized platform. According to the vendor, the software provides a comprehensive overview of customer data and sales activities to improve sales results and project efficiency. Intrix CRM is suitable for businesses of all sizes, from small startups to large enterprises. It is utilized by sales professionals, project managers, marketing teams, service and support teams, as well as consulting firms.

Key Features

360° client overview: According to the vendor, Intrix CRM offers a comprehensive view of customers and their sales activities in one centralized location. It allows users to track important information recorded by both users and colleagues, aiding in the establishment of strong business relationships. The software also includes integration with Dun & Bradstreet and AJPES databases for the quick and easy import of client data.

Efficient time management for teams: Intrix CRM provides a calendar feature that allows users to manage various activities and view schedules of multiple employees. The resource planner enables monitoring and planning of team occupancy, vehicles, and conference rooms. The software supports time tracking for tasks and projects, allowing users to monitor time consumption and optimize resource allocation. Additionally, it offers reminders for important tasks and activities.

Monitoring inquiries and sales opportunities: The software helps businesses manage the entire sales process, from initial contact to final purchase and post-purchase support. It provides a complete overview of sales opportunities and their current stage. Intrix CRM also offers a visual kanban overview, allowing users to easily track open deals and move inquiries between sales phases.

Follow-up activities: Intrix CRM centralizes all follow-up activities, such as calls, meetings, and coordination, in one place. It enables users to track communication history and notes for each activity. The software also supports the automation of activities based on the sales process, improving efficiency.

Marketing processes: According to the vendor, Intrix CRM enables segmentation and the creation of custom targeting lists. It supports mass mailing and the printing of labels and envelopes. The software allows businesses to track campaign performance by linking inquiries to marketing campaigns. Integration with popular mailing systems such as Mailchimp, Campaign Monitor, and Eglasnik is also available.

Traceability of claims and services: Intrix CRM provides a detailed overview of unprocessed, scheduled, and completed claims. It supports the scheduling and monitoring of service technicians with a scheduler. The software enables businesses to print service orders in PDF and enables electronic signing on a mobile device.

Project management: Intrix CRM offers a complete overview of projects, tasks, goals, and milestones. It supports project planning, task scheduling, and priority setting. The software provides Gantt charts for visual project progress tracking. Additionally, it includes resource planning for personnel, equipment, and other resources.

Monitoring project finances: According to the vendor, Intrix CRM allows businesses to record project income and expenses in real-time. It provides control over project financials and enables timely action based on the financial status. The software offers advanced reports for accurate project financial tracking.

Mobile application: Intrix CRM provides a fully customizable mobile user experience for managing projects and CRM activities. The mobile application allows users to access customer data, scan business cards, record appointments, and set reminders. It supports call identification, document scanning, and electronic signatures. The mobile application is available for Android and iOS devices.

Integration with other systems: Intrix CRM supports integration with various ERP systems, marketing programs, IP telephone systems, and other calendars. It enables two-way sync of clients, contacts, offers, orders, and financial information. Additionally, it provides an API for integration with other software solutions.