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SmartIQ

Score10 out of 10

3 Reviews and Ratings

What is SmartIQ?

SmartIQ (formerly Intelledox) is a digital experience and transaction management application providing digitization of forms and customer workflow automation to support faster customer onboarding and servicing. Intelledox was acquired by Smart Communications in July of 2019.

Categories & Use Cases

Great Enterprise Workflow platfrom and notification product

Use Cases and Deployment Scope

Intelledox provided us with a very flexible option to meet the unique needs of our industry and we are only just beginning to discover its potential across other areas of our business. The ability to administer and create your own document [templates] in-house, without any specialized training, is a major plus.

Pros

  • very easy to develop forms on Intelledox Infiniti.
  • The GUID for the form building is easy to use and very intuitive.

Cons

  • It's a little restrictive for completing recursive administrative tasks within the Manage section.

Most Important Features

  • It's simple to use and quick to build complex business rule.
  • Allow us to build custom components.

Return on Investment

  • The configuration becomes a lot faster, the more you have used the product.

Easy to use

Use Cases and Deployment Scope

I have used Intelledox in the past when filling out loan documents. I have found it to be a very easy system to use. Made the application process very streamlined and easy. It was very easy to upload the necessary documents.

Pros

  • Easily upload supporting documents
  • easy to navigate

Cons

  • Make signatures more realistic

Most Important Features

  • ease of use
  • ability to upload documents easily

Return on Investment

  • streamlined the loan process
  • able to complete documents remotely during a pandemic

Alternatives Considered

LinkedIn Jobs, LinkedIn Sales Navigator, HubSpot CRM and MySalesDialerPro

Other Software Used

LinkedIn Sales Navigator, Salesforce CMS, HubSpot CRM