Intellimas

Intellimas

Singletree Technologies
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About

Intellimas is a highly configurable, low code solution with spreadsheet features. It allows you to build enterprise level, web apps that end users love. Intellimas is built for fast data entry, analytics, exception management, and easy retrieval of live data from other systems. The multi-level grid UI allows for a quick transition from spreadsheets. This comprehensive view, along with our form view, provide you with the flexibility to handle unlimited business processes. Intellimas is deployed on-premise or in the cloud. It features field level security, mass update capabilities, configurable alerts, integration tools, image viewing, and workflow management. Intellimas replaces mega-spreadsheets, custom solutions, and inefficient systems with repeatable processes, one version of the truth, and the ability to adapt to a volatile business climate. Organizations typically implement Intellimas for one process and usually find several other use cases for it in a short period of time.

About

Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

We target organizations in virtually any industry who are trying to replace spreadsheets or build web apps for improved processes.

Audience

Businesses and growing companies seeking flexible CRM solutions with scalable marketing, sales, service, and commerce tools tailored to evolving business needs

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$38/month
Pricing scales from $33-78/user/month based on volume for a full access user. Read only and partner users are $11/user/month. Each license has no limit on the number of apps that can be accessed. On premise pricing also available.
Free Version
Free Trial

Pricing

$25.00/month/user
Starter - $25 per user per month
Professional - $100 per user per month
Enterprise - $165 per user per month
Unlimited - $330 per user per month
Free Version
Free Trial

Reviews/Ratings

Reviews/Ratings

Overall 4.7 / 5
ease 4.3 / 5
features 4.7 / 5
design 4.5 / 5
support 4.5 / 5

Pros & Cons from Real Users

Pros

  • The perfect integration with many other platforms such as Zoho, Outlook or Google make me choose this platform for CRM management within my work environment. Having a connection with these platforms and others to have my clients' contacts connected allows me to make the sales funnel more efficient and at the end of the day I can reach potential clients that drive more sales. With the integrations, it allows me to leave Salesforce as little as possible without having to go back and forth from platform to platform, so for example I can check the email that comes to me from my clients without having to go to Outlook. The report panel is very complete, and I like the customization of it, besides that it is available in any plan that I choose, so no user would have limits in the customization of their reports. Creating a list to be able to filter more easily is not a complicated task, everything I need to know is included in a single panel, you just need to know how to read and understand the data that Salesforce provides to get the most out of the information that this platform is providing. The information that I can store from each client is very detailed, so it will not be difficult for me to keep track of the clients that I have handled before, making this practical to be able to determine whether a sale is successful or not. In addition, I can easily import all the customer data from another platform so that I do not have to make manual entries, but simply follow an order from a template that Sales Cloud provides me so that when importing everything is satisfactory and there are no errors in the process.
  • Onboarding on the Salesforce CRM platform is easy. There is no technical learning curve on this platform. It visualizes every potential leads pretty well. Its sales navigator helps to extract data and potential leads with a few clicks.
  • º I can create detailed customer profiles to maintain the best relationships by knowing what to look for in a market like the one my company is in. This makes things much easier when it is necessary to take into account what are the aspects and characteristics that some clients need when contracting a service, thus being able to provide all the best support to clients since with their profiles we can recognize the recurrence of the client. and understand who we are dealing with when managing the company's sales, whether it is a natural person or a company wanting to contract the services of mine. º The technical support has been one of the most friendly and understandable I have ever had. Thanks to your help I have been able to boost certain areas of my company that I had neglected, so with some Salesforce tools and the technical support team I have been able to successfully implement this platform to boost sales of the services that my company offers and not be left behind with competition by using the same platform. º It is very customizable, I can configure everything for a specific group of users or in a general way, so I really like that I can have freedom with a platform as robust as this one. It is super convenient to be able to work in this way without any limitations, since if the implementation is difficult, it is not expected that it will not be configurable, but on the contrary, that it can be customized to the level of the needs of each company. º I can manage client accounts in order to obtain the sales that I have generated with that client. This helps me a lot to speed up the billing process when making cuts each month. I like it because the reports I generate on client accounts are very detailed, thus allowing me to have everything clearer both for myself and for my clients and to maintain a stable and reliable relationship. º I like that I can have an application for iOS, it is very comfortable when I can have the platforms that I use for work within the palm of my hand. With Salesforce on devices I can immediately have the contacts of the clients and their accounts. In addition, I can see the opportunities that arise in the market without having to go to my desktop computer, but I see everything through the mobile application.
  • Salesforce is very easy to use and love the dashboard reporting. Also the integration with Outlook makes it easier to manage.
  • Easy to use, information is in one place, can access it anywhere - laptop, phone etc. You can attach documents, emails etc. It's like a one-stop shop for secure client information.

Cons

  • It requires a high degree of specialization for the correct handling of this platform, since the number of tools available becomes overwhelming for someone who is not an expert or not trained, so first any user who has never used this type of platform must first go through a big learning curve to get the most out of it and have a good connection with potential customers to have smarter sales. I recommend that you take at least a full training course on this platform before you can apply the planned strategies and connect with customers, since the performance that Sales Cloud offers depends not only on the platform itself, but also on how it works. the user will carry out the sales management. Therefore, my recommendation that I am giving is more accurate for a company or a person who wants to take sales and customer management to another level. The interface should be more polished so that it is more intuitive to use, even having prior knowledge of the use of Sales Cloud since there are functions that are difficult to locate and that I sometimes get lost in the search. Also improving performance would not be bad, every time I want to enter Sales Cloud, I have to wait for a large amount of data to load before I can start my daily management of my contacts and sales, so it is easier for me to leave the computer turned on to have everything ready without having to wait for all the data to load so I can use this platform. To attach you also need mobile applications of this Salesforce tool, there is currently an application, but it does not focus on what I need Sales Cloud to be, so what is in the application store is the general version of Salesforce which I don't need. I understand that it's a cloud-based feature, but that's not to say that it can't be easily converted into cloud-connectable applications like virtually all SaaS platforms do today.
  • I am happy with this platform, with no downside experience.
  • º I have a synchronization problem that sometimes happens that not all the data entered is reflected to the entire sales team of the company. This is a huge headache because I require everything to be in sync and I also need everything to be in real time when I want everyone to have the same information on their screens. º I would like the user interface to be more friendly so that new users have the ability to integrate more easily into the platform. Currently I can say that it is not for everyone to be able to use Salesforce tools, so a great deal of training is required to be able to fully understand the system without getting lost along the way. They could also include good tutorials to explain all the tools and make the learning process easier for new users. º The prices are not the best or they are not so competitive. I have seen many more affordable options, but less professional or simpler. However, it seems that the prices are inflated because I have also seen platforms with similar or the same functions, simpler, but with a lower percentage of price compared to Salesforce. Although it is a negative point, I can be calm since I integrate many Salesforce platforms and even when I think about it, it is much cheaper than just having a Salesforce platform individually and not interconnected. º If I want to make changes within the platform that do not harm the work that is done with this platform within my company, then I have to contact support to guide me since there are things that are not fully understood and so as not to stop the process It's best to contact Salesforce support if any changes are going to be implemented without breaking anything. Also, in case something goes wrong, do not go through cumbersome waiting times since this platform is very difficult to handle in all aspects.
  • No cons that I can think of as this is really a great product!
  • Compiling Reports can be difficult with knowing which filters are best for different ones.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Singletree Technologies
Founded: 2001
United States
singletreetech.com/build-better-apps-with-intellimas/

Company Information

Salesforce
Founded: 1999
United States
www.salesforce.com

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Categories

Intellimas can work in any industry and allows organizations to create beautiful apps in order to streamline business processes. You can take a no code, low code, or extensive code approach depending on how complex the app needs to be. Intellimas can help you build apps in days, but of course the extensive ones will take more time in order to match the business process. Intellimas is feature rich so a soup-to-nuts, enterprise application can be put together for lots of users with various roles. Take apps to the next level with Intellimas.

Application development is necessary for proprietary business functions, but more and more, enterprise app builders are able to handle most use cases. Intellimas is an enterprise app builder that can replace so much raw code. If your business logic is complex, you can use our VB/C# script engine to handle it. Intellimas comes with a world class grid that provides a better visualization and data entry mechanism. It also has a form builder for disciplined use cases. It allows for field level security, image handling, document management, configurable alerts, reporting, and dashboard for a full, enterprise approach. Handling process changes are a breeze with Intellimas and do not require a full rewrite.

Intellimas is so much more than a dashboarding solution. Intellimas allows you to build applications that include grids, forms, reports, dashboards, document management, image viewing, etc.. The dashboards are meant to be actionable, meaning you can click through them to view the live data in order to make edits as needed. If you are looking to easily build apps with lots of great features, including dashboards, take a look at Intellimas.

Intellimas is a highly configurable framework that allows you to build beautiful data entry solutions for many use cases. The Intellimas web applications are built for fast data entry, analytics, exception management, and easy retrieval of live data from other systems. You can configure your solutions with field level security, mass update capabilities, configurable alerts, integration tools, image viewing, and workflow management. The multi-level grid UI allows for a quick transition from spreadsheets. This comprehensive view, along with our form view, provide you with the flexibility to handle unlimited business processes. Your data entry solution can be accompanied with reports and dashboards for a full, enterprise, application experience.

Intellimas is a solution that allows you to leverage the investment in your existing systems and databases and makes the whole picture better. First of all, Intellimas can help you build web apps that retrieve live data from other databases in order to eliminate redundant data entry. Intellimas allows you to consolidate all your master data into one place for downstream system use. You can also use Intellimas to manage reference data for various use cases. The multi-level grid view simplifies data management while the form view provides a more disciplined data entry approach. Reporting and dashboards help you better visualize your data as well. Whether you need an MDM or PIM or a generic data management solution, Intellimas is the way to go.

Intellimas is a low code app builder. You can configure a complete web app within the administration UI along with dashboards and reports. Having said that, we do have a scripting engine that you can use to configure complex business logic if needed. We support C# and VB.net. So the choice is yours; no code, low code or extensive code. This will allow you to handle all types of use cases with one app builder. Replace custom solutions, mega-spreadsheets or old databases with Intellimas.

The grid view feature along with the ability to retrieve live data makes Intellimas an ideal MDM solution. Master data can initiate upstream in other systems and Intellimas can retrieve that data and allow other users to enrich the data as it becomes known. The data can then flow downstream as needed. You can configure attribute management screens for distribution channels or ERP requirements in one or more views and the field level security gives you total control. Integrate with your other enterprise systems platform using Intellimas integration tools for a seamless process. Remember, Intellimas is an app builder so you can configure the MDM solution and then use it for other use cases down the road.

PIM

The grid view feature along with the ability to retrieve live data make Intellimas an ideal PIM solution. PIM data can initiate upstream in other systems and Intellimas can retrieve that data and allow additional users to enrich the data as it becomes known. The data can then flow to the sales solution as needed. You can configure attribute management for several distribution channels in one or more views and allow different roles to have different access at the field level. Integrate with your e-commerce platform using Intellimas integration tools for a seamless process. Remember, Intellimas is an app builder so you can configure the PIM solution and then use it for other use cases down the road.

Intellimas is an enterprise application builder that is well suited for quality management solutions. There are plenty out of the box quality solutions in the market, but when your requirements do not match what they provide, take a look at Intellimas. Intellimas can be configured to handle the AQL process for statistical sampling. This would allow for an automatic pass/fail of an audit against the standard, but you can override this as needed. Dashboards can help you manage exceptions and workflow while the reporting tool can handle lots of statistical reports for your needs.

Intellimas is low code, app building solution that also comes with a full report building tool. Intellimas allows you to build applications that include grids, forms, reports, dashboards, document management, image viewing, etc.. A variety of different types of reports can be built against the Intellimas data, including listings, forms, analytical, financial, charts and graphs, pivots and much more. If you are looking to easily build apps with lots of great features, including reporting, take a look at Intellimas.

Intellimas is so much more than a spreadsheet. It is so much more than even an online spreadsheet. Intellimas is a low code, application builder that helps you manage entire processes in a highly repeatable way. Intellimas surpasses the ad-hoc nature of spreadsheets because it has a real database which enables you to schedule reports and dashboards and to create integration data flows. The grid view has the look and feel of a spreadsheet which allows for mass updating and viewing of data. But it also has a form view for more disciplined data entry. Let Intellimas help you grow from spreadsheets to true, enterprise applications.

Intellimas is the right solution for managing the complexities of your supply chain. It can easily connect to your PO system to retrieve product and order data to allow vendors to collaborate with you on cost management, production status, quality auditing, compliance, packing and shipping. Intellimas has out-of-the-box web apps that handle specific functions in the supply chain, but you can configure your own to match your process. Eliminate a disjointed supply chain process with Intellimas.

Intellimas allows you to collaborate with your global partners in one platform. You can share product and PO data with them as they provide you with order and shipping status, cost work-up, packing information, and more. Quality and compliance audits can be maintained in the solution as well. Features such as document management, field level security, dashboarding, and alerts simplify working with your vendors and obtaining the right information at the right time. Vendors love the spreadsheet-like view for ease of use and uploading capabilities as well. Enable one version of the truth for all your partners.

Categories

App Makers Features

Collaboration Tools
Compatibility Testing
Deployment Management
Drag & Drop
For eCommerce
Forms Creation
Iteration Management
Mobile Apps
No-Code
Pre-Built Templates
Visual Modeling
Web Apps
Workflow Management

Application Development Features

Access Controls/Permissions
Code Assistance
Code Refactoring
Collaboration Tools
Compatibility Testing
Data Modeling
Debugging
Deployment Management
Graphical User Interface
Mobile Development
No-Code
Reporting/Analytics
Software Development
Source Control
Testing Management
Version Control
Web App Development

Data Entry Features

Abbreviation Detection
Data Capture and Transfer
Data Cleansing
Data Entry Verification
Data Search Flexibility
Duplicate Detection
Flexible Search
Image Entry
Library Conversion
Mis-Keyed Variation Detection
Phonetic Variation Detection

Low-Code Development Features

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

Quality Management Features

Audit Management
Complaint Management
Compliance Management
Corrective and Preventive Actions (CAPA)
Defect Tracking
Document Control
Equipment Management
ISO Standards Management
Maintenance Management
Risk Management
Supplier Quality Control
Training Management

Spreadsheet Features

Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates

Supply Chain Management Features

Demand Planning
Electronic Data Interchange
Import / Export Management
Inventory Management
Order Fulfillment
Order Management
Sales & Operations Planning
Shipping Management
Supplier Management
Transportation Management
Warehouse Management

Vendor Management Features

Audit Management
Contact Management
Customer Database
Self Service Portal
Supplier Master Data
Transaction History
Vendor Maintained Profiles
Vendor Managed Inventory
Vendor Performance Rating
Vendor Qualification Tracking

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Construction CRM Features

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Inside Sales Features

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Real Estate CRM Features

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Forecasting Features

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Integrations

AdSuite
Adaptive
Airteach
Amicus Attorney
BoodleBox
Eventship
FlowMate
Haber Chat
InsightCloudSec
Knockio
MyWiFi Networks
Partful
Polarity
Spiky
The Welkin Suite
Totango
UpLead
Uppwise APM
Vaultastic
Xactly AlignStar

Integrations

AdSuite
Adaptive
Airteach
Amicus Attorney
BoodleBox
Eventship
FlowMate
Haber Chat
InsightCloudSec
Knockio
MyWiFi Networks
Partful
Polarity
Spiky
The Welkin Suite
Totango
UpLead
Uppwise APM
Vaultastic
Xactly AlignStar
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