Lead and contact management
Configure lead and contact management to fit roles, rules, approvals and reporting needs.
Products / intellzia Apps
intellziaCRM
A sales system that keeps the next action visible.
Give teams one place to manage relationships, pipeline movement, commercial documents and customer follow-up.
B2B sales teamsProfessional servicesSubscription businesses
Turn every lead into a visible next action.
Business outcomes
Designed around the result—not only the feature list.
Lead capture, sales pipelines, quotations, follow-ups, renewals and customer history.
- ✓No lead left without a next step
- ✓More consistent sales follow-up
- ✓Clear pipeline and conversion visibility
Core capabilities
Everything the workflow needs to move with clarity.
Configure the capabilities, roles and controls around your operating model.
Visual sales pipeline
Configure visual sales pipeline to fit roles, rules, approvals and reporting needs.
Activities and reminders
Configure activities and reminders to fit roles, rules, approvals and reporting needs.
Quotations and proposals
Configure quotations and proposals to fit roles, rules, approvals and reporting needs.
Renewal tracking
Configure renewal tracking to fit roles, rules, approvals and reporting needs.
Sales dashboards and forecasts
Configure sales dashboards and forecasts to fit roles, rules, approvals and reporting needs.
How it works
A connected path from input to outcome.
Capture the workflow
Capture leads from forms, referrals or campaigns
Qualify the workflow
Qualify and route opportunities
Manage the workflow
Manage meetings, quotations and approvals
Track the workflow
Track conversion, renewal and customer value
Part of intellzia One
Connect CRM with the applications and agents around it.
Start with this product, then add connected capabilities as your process matures.
Questions
What businesses usually ask before a demo.
Can intellzia CRM be implemented on its own?
Yes. It can start as a focused product and later connect with other intellzia Apps or Automate products through the wider intellzia One operating model.
Can the features and workflows be configured?
Yes. Roles, fields, approvals, dashboards and workflow rules can be configured around the agreed scope and operating process.
Does the demo use our business scenario?
A personalized demo can be shaped around your industry, current process, key exceptions and intended outcome.
How is implementation planned?
Implementation is normally structured through discovery, process confirmation, configuration, testing, training and controlled go-live support.
See it around your workflow
