| Feature |
Description |
| Dashlet Driven Home Page |
Users can customize home page layouts and scenarios to fit the way they work |
| Manage all Interactions |
Record interactions with Leads, Contacts, Accounts, Cases, Opportunities, and Project Tasks all within the same system and filed to the proper spot for easy retrieval in the future |
| Contact Management |
Manage key company contacts in a single location |
| Account Management |
Company entity management and related objects such as Contacts, Opportunities, and Cases |
| Dashboards |
Flash based charting and dashboards |
| Lead Management |
Manage inbound leads and lead sources, manage leads through a configurable qualification process |
| Zip Code Radius Search |
Search for Contacts or Accounts within a certain number of miles of an entered zip code |
| Document Search |
Search for keywords within documents attached to the system |
| CRM Maps |
Map your customers and prospects |
| Password Strength |
Apply business rules to password settings and renewals |
| Automated Contact Capture* |
Intelligently and quickly extract relevant contact information from any source via the Windows clipboard and export to intelecrm |
| Star Rater |
Rate contacts and leads 1-5 using the Star Rater |
| Tag Cloud Browsing |
Manage tagging within a hierarchy structure and empower users with an additional method to query data |
| Email Client |
Send and receive emails from within the system with rich text and utilize email templates |
| Opportunity Management |
Track and record revenue opportunities for your company |
| Case Management |
Log, assign, and resolve customer service requests |
| Super Fast Screen |
Manage data entry across multiple modules in one screen |
| ireports |
Web based ad hoc reporting tool that supports, rows and columns, summation, summation with details, and matrix reporting |
| Project Management |
Manage key project tasks and dependencies |
| Campaigns |
Send newsletters, email campaigns, and track standard marketing activities |
