Name: Intrix CRM
Author: Intera Hrvatska (Intrix)

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Project Portfolio Management

Workflow

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Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Referral

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HR Management

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Talent Intelligence

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Workforce Management

Human Resources

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Cloud Storage

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IT Asset Disposal

IT Asset Management

Integration Platform as a Service (iPaaS)

Managed File Transfer (MFT)

Managed Hosting

Mobile Device Management (MDM)

Network Behavior Analysis

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Threat Intelligence

Unified Endpoint Management (UEM)

Information Technology

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Affiliate

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App Store Optimization (ASO)

Audience Engagement

Audio Editing

Blogging

Contact Management

Content Management

Creative Collaboration

Email Marketing

Marketing Automation

Social Media Analytics

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

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Professional Services

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Customer Relationship Management (CRM)

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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.

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Intrix CRM

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.

Intera Hrvatska (Intrix)

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.

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Intrix CRM

Overview

What is Intrix CRM?