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CRM for better sales results

From inquiry, offer and follow-up activities to successfully concluded business. Sell smarter with Intrix CRM.

Why Intrix CRM?

The best support

Quick response and a personal approach are a guarantee for your success.

Flexibility

We tailor the system to your needs – to contain what you need. Nothing more and nothing less. Minor adjustments during use are free.

Great mobile application

In addition to regular functionality, the mobile application for Android and iOS devices also supports a business card scanner, photography, a link to maps and electronic signing.

BASIC FUNCTIONALITIES

360° client overview

Intrix CRM provides you with a 360-degree view of your customers and an overview 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.

Import of client data was never easier

Intrix CRM includes integration with Ajpes, Bizi.si and Bisnode databases. Data are available for Slovenia, Croatia, Serbia and Bosnia. In addition to all the basic information of the company, you can also get the financial and credit rating data of the desired company with one click. Entering a new customer has never been so quick and easy.

Sales process support

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.

Follow-up activities. 

Call after the offer was sent, coordination of the date for client meeting. Who, when and what did they say to the client? All in one place. Depending on the sales process, activities can also be partially automated (automatic reminder to call after the offer has been sent).

Successful activity organizing

Calendar. 

The Intrix calendar allows you to keep track of various activities for yourself and your co-workers. It offers much more than standard calendars, as you can keep track of the different types of activities you attach to your customers: appointments, calls, tasks, services, and more.

You can view the schedules of several employees at the same time, which allows you to effectively monitor the sales team and make it easier to find common free appointments.

Resource planner. 

Monitoring and planning the occupancy of co-workers, company vehicles or conference rooms is a pure pleasure with the planner. You can easily schedule meetings, services and work tasks of your team.

Marketing processes

Segmentation and target lists

Customize segments through filters to create custom targeting lists completely to your liking.

Mailing, sticker and envelope print.

In Intrix CRM, you can prepare labels and envelopes for print-ready recipients. With the possibility of connecting to mailing systems, your marketing will be even more effective.

Monitor performance.

You can link any inquiry to a marketing campaign for complete traceability over campaign performance.

Claims and services

Traceability of claims and “ticketing”

It provides a detailed overview of unprocessed, scheduled and completed claims at all times.

Service Scheduler

Monitoring and planning service technicians with a scheduler couldn’t be any easier. From the pool of unassigned services, simply schedule a service request to the service technician on the appropriate date.

Electronic signatures

For the most demanding, we also enable the printing of a service order in PDF and electronic signing on a mobile device. For digitization and paperless business

Reports

Excellent reports give you an accurate overview of the situation and the best decision support at all times. We can create custom reports, arrange for automatic weekly reports to be emailed, link to BI, or display reports on office screens.

Project management

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.

Planner

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.

Mobile application

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.

Business card scanner

Call identification

Taking photos on location

Electronic signatures

Reminders

You can add reminders to all important tasks in Intrix. This way, Intrix will additionally remind you via SMS, email or push message in the mobile application.

Multiple languages (SLO / HR / EN / DE)

Intrix CRM can be used in Slovenian Croatian, English and German. If you are an international company, each user can use the application in the desired language.

Restrict access and user rights

We set the appropriate rights for each CRM user. For example, the administrator has all the privileges, and the base user, for example, can be without the ability to export data. User groups, rights, and restrictions can be set completely customized.

CONNECTIVITY

ERP integration

Connecting with ERP. Intrix is ​​compatible with various ERP information systems, such as Datalab Pantheon, SAOP iCenter, AccountingBox, Navision, Perftech Largo, Vasco, E-invoices, Minimax, SAP… Advanced integrations tailored to you are possible. Standard integration is 2-way sync of clients, contacts and 1-way sync of offers, orders and financial information from ERP into Intrix.

Integration with mass mailing

Intrix is interoperable with various marketing programs for mass communication with your contacts and marketing automation. The connection with bulk email programs (MailChimp, Campaign Monitor, Eglasnik) is two-directional, so you can also follow the results of the campaign (statistics) in Intrix.

Marketing automation connectivity

The Intrix API can communicate with marketing automation, communication and reporting systems. A new opportunity can be automatically created from the MA system when a person in the MA system reaches a defined level in the sales qualified lead. In the Slack system, a message can be automatically sent from the CRM to the team when the sales acquire a new deal.

IP telephony integration

Intrix CRM is connectable to various IP telephone systems: Avaya, Megatel, Centreks, Alstar, Asterisk, Cisco. The link works for both incoming and outgoing calls. When you receive a call, Intrix automatically recognizes the contact, opens the customer’s card and offers the field to enter your content. Outgoing calls can be done by simply clicking on a phone number in Intrix. This initiates a call at the central and at the same time opens the form where you can write down the content of the call.

Connection to other calendars​

Want to use Intrix data in your other favorite calendar as well? Intrix can be connected to various calendars via the iCal standard. This means you can easily link your Intrix calendar to Outlook, Google, and other calendars.

Web to Lead

If there is an inquiry form on your website, it makes sense to connect it with Intrix. All data from the web form is automatically transferred to Intrix – as a new contact or a new opportunity. In the same step, Intrix can also assign an action to a certain responsible person so the inquiry does not get forgotten.

Intrix CRM API

Intrix CRM supports dedicated APIs (Application Programming Interface) for integration with other software solutions. With the help of APIs, Intrix can be connected with any other application. Intrix APIs are appropriately adjusted according to different business processes.

EXTENSIONS

Show customers on map
You can schedule customer visits with a map that allows you to view customers by location, and add an appointment directly on the map
Vehicle occupancy monitoring
Monitoring the occupancy of the team on the planner can be accompanied by monitoring the occupancy of vehicles, equipment and conference or meeting rooms.
Creating dynamic documents
Prepare contracts, quotes, travel, work and service orders according to your CGP directly in PDF or DOC.
Electronic signatures

The work order can be completed and signed on the mobile application and thus ready for the final settlement. Paperless.

HRM staff monitoring
With the HRM module you can keep records of employees, medical examinations and all the necessary documentation.
Bulk SMS notification
You can inform your customers about offers, delivery or status of sales or service requests via SMS. Depending on the defined process, SMS notifications can also be automated.

Intrix is for everyone

CEO

With Intrix, you will have a detailed overview of all sales, project, support and marketing activities in your company. By using advanced reports, however, you will gain an excellent basis for strategic decision-making.

SALES DIRECTOR

With Intrix, you will be able to monitor occupancy and plan sales team activities on shared calendars. Accurate traceability of the sales funnel and the status of each sales opportunity, as well as easy delegation of tasks, will provide you with a complete overview of the sales status.

SALES REPRESENTATIVE

With Intrix, all customer and activity data from chapters, spreadsheets, notebooks and various calendars will be organized in one place. No more wasting time searching for data, as it is available anywhere and anytime, even on the go – in a mobile app.

What is CRM, CRM system, CRM application?

Every company monitors its customers in some way. Some have customer data in their head, others in a notebook or spreadsheet. All of the above is already a kind of CRM system (English Customer Relationship Management). Because each of the aforementioned customer monitoring approaches has a number of shortcomings, a computer program has been created that is specifically designed to work with clients and activities with clients. The CRM program helps us to gain new customers and to turn our existing contacts into satisfied customers who will be happy to return to branches or order our services.

Why do we need CRM system?

If we go back to the beginning and ask you a few questions, it will quickly become clear why such a system is needed. How do you know what your coworker was talking to a client about a year ago? What did the co-worker talk to the client on the phone yesterday? How long does it take to send a New Year’s greeting card to business partners? Do you have an overview of the demands and see the state of each demand at all times? In the CRM system, the answers to these questions are in the palm of your hand.

What do we get with CRM system?

In the CRM system, you will have an organized database of customers and contact data in one place, and the preparation and implementation of marketing campaigns (sending a catalog, mail, mailing) will be very easy. In CRM, you will also be able to monitor all inquiries and make sure that they are realized by purchase. All activities you perform with your clients will be organized, transparent and accessible to all your employees. Because our program works in the cloud, you will be able to access all this data anywhere and anytime, on your computer, mobile phone or tablet. With Intrix CRM, you can easily sell more.

How can you sell more efficiently?

CRM ebook

74% of companies that use CRM report better customer relationships. - check out Mark’s tips for better sales results with our e-guide.