Name: Chaos Intellect
Author: Chaos Software

Help Desk

Web and Video Conferencing

Customer Support

Beta Testing

Continuous Integration

Development

Alumni Management

Education

Business Intelligence (BI)

Collaboration

Contract Analysis

Demand Planning

Emissions Management

Knowledge Management

Online Notary

Payment Facilitation

Enterprise

Accounting

Travel Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Design

App Development

Cloud Storage

Data Center Backup

Data Center Networking

Data Center Outsourcing (Canada)

Data Integration

Data Replication

Database-as-a-Service (DBaaS)

Enterprise Printing

Fraud Detection

Integration Platform as a Service (iPaaS)

Managed Detection and Response (MDR)

Mobile Data Security

Network Performance Monitoring

Secure Access Control

Service Virtualization

Value Stream Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Creative Management

Ecommerce Personalization

Email Marketing

Market Research

Marketing Automation

Marketing Resource Management

Social Media Analytics

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Point of Sale

Predictive Sales Analytics

Sales Consulting

Sales Dialer

Sales Incentive Compensation Management

Sales Training

Sales

Virtualization Security

Security

Financial Services CRM

Hospital Management

Medical Office EMR & EHR

Revenue Cycle Management (RCM)

Shipping

eDiscovery

Vertical-Specific

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Chaos Intellect is a contact management and email software solution designed to streamline communication and organization for individuals and small businesses. According to the vendor, Chaos Intellect offers a range of features aimed at sales and marketing professionals, small business owners, freelancers, consultants, real estate agents, and legal professionals.

## Key Features

**Email Message Identification**: Chaos Intellect automatically identifies email messages from contacts in your list by displaying hyperlinks in the sender column. This feature aims to help users quickly identify messages from known contacts amidst the clutter of their inbox.

**Email Histories for Contacts**: Users can access a comprehensive history of all the messages they have received from or sent to specific contact email addresses. According to the vendor, this feature allows for efficient tracking of communication with each contact.

**Appointment and Task Histories**: In addition to email histories, Chaos Intellect provides a chronological history of appointments and tasks associated with each contact. Users can view past appointments, tasks, and related notes to aid in organization and follow-up.

**Email Merges and Templates**: Chaos Intellect offers email merges with customizable message templates. Users can create a series of messages to be delivered at scheduled intervals, facilitating regular and personalized communication with prospects and clients.

**REDIRECT Option**: Chaos Intellect provides a REDIRECT option for email forwarding, which aims to prevent users from getting stuck in the middle of email conversations. According to the vendor, by redirecting messages instead of forwarding, the recipient will reply back to the original sender, excluding the middle person.

**Data Sharing on a Network**: Chaos Intellect allows users to share data on a network, enabling real-time or simultaneous use by multiple users. Users can choose to share specific data, such as a common contact list, or share everything, including email folders.

**Portable Data on a Memory Stick/Flash Drive**: Users can store Chaos Intellect and their data on a memory stick or flash drive, providing access to information on any computer. The portable version can be synchronized with the main computer, ensuring changes made in one place are reflected in both.

Convenient Online Access: Several users have found Chaos Intellect to be convenient due to its online access feature. This allows them to view and manage their office appointments, client notes, tasks, and other information from their phone or any laptop. 

Efficient Communication: Users have praised the communication features of Chaos Intellect for facilitating effective team collaboration. They appreciate being able to send personalized messages easily and communicate with other team members seamlessly.

Excellent Technical Support: Many users have commended the excellent technical support provided by Chaos Intellect. They report that the responses to their queries are timely, thorough, and helpful in resolving any problems they encounter with the software.

Integration of billing software: Some users have expressed that Chaos Intellect should improve the integration of its billing software into the main functions of the software. They find the separate Chaos Billing App to be cumbersome and feel that they have to manually reconstruct billing information from various sources such as notes, appointments, and tasks.

Task time entry: Several users have mentioned that entering task time into Chaos Intellect's billing system can be time-consuming and inconvenient. They express a desire for an option to quickly enter task time directly into billing without having to switch to a separate billing interface.

Limited customization options: A few reviewers have noted that while they initially found Chaos Intellect confusing, their opinion improved after watching a training video. However, they mention that there are still limited customization options which they would like to see improved in order to tailor the software more effectively to their specific needs.

Chaos Intellect has proven to be a valuable tool for users seeking quick access to client and contact information. According to users, this software allows them to efficiently retrieve the necessary data they need, improving their ability to stay connected. The mobile and online accessibility of Chaos Intellect has been particularly praised, as it enables users to have vital information at their fingertips while on the go. This flexibility has streamlined communication and allowed for better adaptability in various scenarios. Additionally, Chaos Intellect's stability has been noted as a contributing factor towards improved productivity and efficiency.

Another key use case for Chaos Intellect is its efficacy in enhancing teamwork and collaboration. Users have found that Chaos Intellect facilitates effective communication and training among team members. Its versatility also plays a significant role in fostering a productive work environment by adapting to specialized business needs. The project pages and custom fields within Chaos Intellect are particularly praised for efficiently managing contacts and organizing related information. Users appreciate the ease with which they can access client details, emails, notes, and linked files through the project pages. This capability not only improves workflow but also aids in delivering seamless customer service.

Furthermore, Chaos Intellect has gained popularity among users who value flexibility over rigid parameters. Its adaptability is highly regarded, making it a preferred choice for those seeking a customizable solution tailored to their business requirements. While some users draw comparisons between Chaos Intellect and Microsoft Outlook, they express a preference for Chaos Intellect as an alternative due to personal reasons. Small to medium-sized practices often find Chaos Intellect sufficiently meeting their needs, making it a suitable option for sole practitioners with moderate caseloads. Overall, Chaos Intellect continues to garner positive feedback from users who value its versatility, accessibility, and ability to enhance organizational efficiency.

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Starter

Plus

ActiveCampaign

Chaos Intellect

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Chaos Software

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

Chaos Intellect

Overview

What is Chaos Intellect?