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FAQ 2017-05-15T19:51:05+00:00







Can the number of active users change monthly?

Yes it can. You can define the number of active users every month, and by that optimise the monthly costs. Inactive users are temporarily blocked. That means they cannot access Intrix, but their data (information) remains in the database. We can re-active users at anytime.

Can Intrix CRM be used by external collaborators?

Intrix can be used by anyone that you have defined as a user, no matter their location. In the case of having external collaborators, we usually have to define specific rights and restrictions.

Can we define the users rights in Intrix?

Yes. In the Intrix CRM system, we can define rights according to your wishes. We can restricts rights for reading and organizing, hide individual toolbars (TAB) for certain users, restrict the data export, etc. Contact us and we will go through your needs and wishes together.


Can I export the data to MS Excel?

Yes, all data can be exported as xls or csv at any time. In the Intrix toolbar, you’ll find Export. Click here to see a video. Attention: You can export the information only if you have the rights to do so. If you do not have the rights, contact the administrator of your application.


How is data security managed?

We are aware that safety of your data is a top priority. Intrix uses 128-bit SSL Encryption to both recognise users and encrypt data. With a personal user account only you get access to your data. All data is archived daily and is contained withing a failover system that guarantees it’s availability.

How can I contact you if I have questions regarding use?

If you have any additional questions, you can always contact our support team. Our e-mail address is podpora@intera.si, our telephone number is +386 (0) 5 908 99 93. Support is free of charge.


Can I make reminders for specific activities?

Yes, Intrix CRM can remind you about any activity you wish by sending you a Text Message (SMS) or e-mail. The system can also send you a notification every time your co-worker adds a new assignment, invites you for a meeting, etc. You can add reminders to every activity in Intrix. Click Arrange after you make a record, and choose Reminders below.

Can we pin a document in Intrix to activities?

Yes. You can pin miscellaneous documents (offers, contracts, orders, instructions, plans, pictures, project documentation, etc.) to activities via the Documents toolbar. Files can be in any format (Word, Excel, pdf, jpg, etc.)

Where can I turn off the e-mails from Intrix?

You get notification about changing records you own, notifications about changes in records, and notification of changes in records that you have in your shortcuts. You can change your settings in Settings, where you choose Notification settings.


What happens after the 30-day free trial?

A few days before your trial expires, you will be contacted by one of our consultants to discuss any questions & suggestions and to help you find the most appropriate package for your needs. All data you have entered will be saved. If you decide to not continue, after the expiry of 30 days from the initial log in, the application will lock and your data will be deleted.

What are the costs of use?

The costs of using the Intrix CRM application depend on the number of users. From the above listed packages select a model that suits you the best, determine the number of users and get a 100-percent control of the costs.

What happens with the data when the lease of Intrix is terminated?

Upon termination of Intrix all data is transferred to the user in standard CSV format. In 30 days the data in the base is deleted.

How much do the additional adjustments cost?

Additional adjustments are calculated by the actual time spent. Our consultants consider your wishes in detail, offering an assessment of the required time and after your confirmation the adjustments are made.

What is included in the price of rent?

Along with the basic use of Intrix CRM and project management, the monthly rent includes technical and operational support, regular daily and monthly data archiving, regular software updates and upgrades as well as support via e-mail.

How can I stop using Intrix?

You can discontinue using it at any time without any further obligations. In case of termination, you should inform us one month in advance. Upon termination, we export your data into an appropriate format then within one month, your application is deleted. A few days before, you will be contacted by a consultant to discuss any questions and/or suggestions, to agree on any following steps and select the most appropriate package. All data you have already entered will be saved. If you decided to not continue, after 30 days from the initial log on, the application will lock and the data will be deleted.


How and when can I start using Intrix?

You can use Intrix anytime and anywhere. You only need a web browser and an internet connection to access the application. You need no extra devices or programs. Simply fill in the form on the webpage and you will get access to your own application immediately.

Who are the Intrix end users?

Intrix CRM applications are especially adjusted for small and mid-sized companies but they are also appropriate for big business systems. Considering the different needs of each market, we have prepared many different application models which are adjusted to individual niches (marketing agencies, building and project offices, translation agencies, radio stations, B2B and B2C companies, civil service, etc.)

In which languages can Intrix be used?

The basic version includes Slovene, English, German, Croatian and Serbian. Considering your needs, it can be translated to other language as well. In the future we will include all the major world languages. Users can choose their language freely, which means even in a single organization, users can choose whatever language they prefer but still work with the same data as everybody else.

We use an ERP system. Is there a way to connect our existing accounting program with Intrix?

Yes, Intrix CRM can be conneceted to existing systems in your  company. Before you decide to connect, you have to precisely define the the contents which you want your synchronization procedure to include. In the majority of cases, we synchronize contact information first then handle the transfer of other data from your ERP system to Intrix. The clients, financial and content data can automatically transfer between different systems. Users save a lot of energy by not having to enter data several times.

Our business processes have not been defined yet. Are later adjustments to the application possible?

Of course! That’s what makes Intrix so special. Our advisors can help you define your business processes. You can also make adjustments later, when the project is finished and you have already started using Intrix CRM.

We have no time to introduce changes and a new way of working but we are aware that we need IT tools. How much time do we need for an introduction?

Before your introduction to Intrix, our experts will want to become familiar with your business processes in detail. They will advise you on how to best improve your work process with Intrix. In cooperation with you, our advisors optimally adapt the application so it can be seamlessly included into your existing work habits with few fundamental changes to your work methods. Your employees will only spend one to two hours in the Beginners Instruction.

How much time does it take for you to adapt Intrix to our needs?

Relatively simple changes in the application can be made in less than one hour after you send us the order, or even during a telephone conversation. Since this is a web application, visiting subscribers is usually not necessary since we can do all necessary adjustments via remote access.


 

 Need additional help with Intrix?

Contact our consultants at 00386 59 089 993 (weekdays between 8 am and 4 pm CET) or by e-mail info@intrix.si.