Intellistant

Intellistant

Infolink Technologies Pvt.Ltd
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About

Intellistant is more than a CRM software for Business automation! Packed with all essential modules from Lead generation to Quotation / Invoice / Payment management with a smart product catalog and a fully automatic Tax calculator, real-time reporting system for field force, comprehensive inventory module to track both incoming and outgoing stock, Analytics and Reports to make quick business decisions, Intellistant works as a Intelligent Business Assistant. Dedicated database and exclusive stand alone application for each customer ensures safety and security for data and documents.

About

The Quotation Management System is an easy-to-use and flexible application that allows a company to create, submit and track quotes and invoices. The Quotation Management System is an open-source web-based application. It can be downloaded as a Windows installer executable which makes the installation a very simple task. Manage all of your quotation records in one user-friendly system as well as maintain the necessary standards for tracking. Generate an automatic quotation in a PDF format using custom-designed PDF Forms. Support simple web-based document management functionality. Modify the attached documents preserving their history. Lock/unlock documents etc. Reporting. On-demand reporting provides compliance and audit information, along with granular views of your records management environment. Includes excellent reports and charts for any type of revenue analysis.

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

Businesses of all kinds

Audience

Companies of all sizes seeking a solution to manage their quotation processes

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

$20.00/month/user
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 4.9 / 5
ease 5.0 / 5
features 4.4 / 5
design 4.1 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • Fast, lightweight and user-friendly. Currently, are on the free trial and so far we like it.
  • User friendly, organised, easy to monitor, it provides daily reports according to my activities, helps in resource planning, good team support provided always
  • I have been use this CRM application, past 2 years. It has many features which helped in managing business.
  • I have been using this software application from past 9 months. It helped me in keeping track of reports, daily activities and manage my business with the great support from the INTELLISTANT.
  • I like the experience with the INTELLISTANT, it is very organised and monitors my daily tasks, reports & many others. Mainly it is user friendly. Has all kinds of access which is necessary for a business organisation.

Cons

  • Wish they had more graphs and analytics, their mobile app could also use an update as it feels dated.
  • small bug fix required, could make it better in the next version
  • Nothing has specific. Would like to see more updates upcoming.
  • Too many features are there that are not been used.
  • Not good for small scale industries/firms because the provisions provided wouldn't be needed completely because this is a complete set of package which is required for daily purposes in a business which is suitable for large scale/ big firms

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Infolink Technologies Pvt.Ltd
Founded: 2004
India, USA
www.intellistant.com

Company Information

KE MethodosIT
Founded: 2004
Cyprus
www.methodosit.com.cy/products/sqm.html

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Categories

CRM

Categories

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

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Integrations

No info available.

Integrations

No info available.
Claim Intellistant and update features and information
Claim Intellistant and update features and information
Claim MethodosIT Quotation Management System and update features and information
Claim MethodosIT Quotation Management System and update features and information