Based on pay-per-use
ADVANCED
CRM for most companies, larger adjustments are possible.
ADVANCED
CRM for most companies, larger adjustments are possible.
ADVANCED
Advanced program for project management. Possible adjustments.
UNLIMITED
Highly adapted program for project management, possibility of connection with other systems.
ADVANCED
Advanced program for project management. Possible adjustments.
UNLIMITED
Highly adapted program for project management, possibility of connection with other systems.
Package comparison | BASIC | ADVANCED | UNLIMITED |
---|---|---|---|
Monthly amount | |||
BASIC MODULES | |||
Overview of companies and contacts
The Companies and Contacts tabs contain your database of business partners and contacts. | |||
Overview of business opportunities
The module enables precise monitoring of the sales process, from the entry of a new opportunity to the end of the sales process. | |||
Tracking opportunities on the kanban view
Kanban is a visual overview where you can easily track opportunities by columns that represent the status of opportunities. | |||
Monitoring calls and meetings
In the Calls tab, you can record incoming and outgoing calls and meetings, internal and external. | |||
E-mail Module(s)
Important e-mails can be easily forwarded to this module to keep all your important e-mail correspondence in Intrix.
| |||
Campaign management
You can use campaigns to send mass mails/messages and follow up with potential customers at trade shows, events, etc. | |||
Follow-up of complaints
All support requests sent to you by your users are collected in the Complaints module. | |||
Document management
Here you can add different types of documents (contracts, letters, offers, instructions, documentation, etc.). | |||
Project module (projects, Gantt chart)
The project module allows you to manage internal and implementation projects. On the Gantt chart, you can visually monitor the progress of tasks and projects in real time. | |||
Calendar (activities, absences, birthdays)
You can track all your activities on the calendar. You can set up different views and track your colleagues’ schedules. | |||
Dashboard (unlimited number of panels)
On the dashboard, you can view different data together (lists, calendars, reports, etc.), which allows you to work faster and more efficiently. | |||
Module for absences
Here you can record and track the absences of all colleagues. Entered absences are also visible on the calendar and on the dashboard. | |||
Additional custom tabs and the ability to customize the process
We can create new tabs and modules that we adapt to your needs. | – | ||
Creation of customized pdf printouts
We can support the creation of various printouts. This means that we include data from the system in the prepared static document. So in Intrix you can create offers, contracts, work orders. | – | ||
The possibility of establishing a digital signature
Intrix enables the electronic signing and storage of documents (certified by partners or noncertified). | – | – | |
CONNECTIONS | |||
Connection with AJPES and Dun & Bradstreet bases
You can help yourself by using the Dun & Bradstreet link to add and update businesses. That way you will get all the relevant information about the company. | |||
Notifications by e-mail and reminders by e-mail/sms
Reminders are already included in Intrix, which you can set on any record and on any event. | |||
One-way calendar connection (ical)
Ical Link allows you to synchronize any view saved on the calendar in Intrix with any other calendar (Office365, Google Calendar, etc.). | |||
The possibility of connection with mailing systems
Intrix is bi-directionally compatible with various marketing programs used for mass contact notification and marketing automation. | – | ||
Possibility of connection with online forms
It is possible to place a link on your web form. Data from the website is thus automatically transferred to any tab in Intrix. | – | ||
Connecting to IP telephony
Intrix CRM can be connected to various IP exchanges. The connection works for both incoming and outgoing calls. After an incoming call, Intrix automatically recognizes the contact, opens the client’s card and offers to enter the content for the call. | – | ||
Possibility of connection with ERP systems
Intrix can be connected to different ERP information systems. Standard integration includes synchronization of companies and contacts, one-way transfer of offers and orders, and one-way transfer of financial data from the ERP system to Intrix. | – | – | |
API programming interface
Through the Intrix API software interface, we can transfer data bidirectionally between Intrix and other systems. The Intrix API is fully customizable. | – | – | |
Advanced custom integrations (Slack, Jira, Databox, marketing automation, BI)
At Intrix, we can support integrations with different systems and applications tailored to your needs. | – | – | |
REPORTING | |||
Predefined reports
In the Reports module, there are many ready-made reports that you can filter and sort as you wish. You can save any custom report to your own view. | |||
Ability to create customized reports
At Intrix, we can create custom reports from the data in your cards. | – | ||
The possibility of sending reports to e-mail
We may establish a mechanism or process to periodically send certain reports to colleagues. Here, the process is fully adapted to your needs. | – | – | |
MOBILE APP | |||
Mobile application for Android and iOS
You can find the Intrix mobile app for Android on Google Play and iOS App Store. | |||
Caller ID for Android and iOS
When you receive a call from a person who is not entered in your phone book, but you have them saved among your contacts in Intrix, their name is automatically displayed. | |||
Voice notes (sound recordings)
In the mobile application, you can record a speech and add the recording as an attachment to a business opportunity, meeting, etc. | |||
Scanning of documents and QR business cards
In the mobile application, you can scan various documents (PDF is created) and QR business cards to create a new contact. | |||
Google Maps connection
With the help of the Google Maps link, you can navigate to the desired location from the record in Intrix. | |||
Switch between multiple apps
In the mobile app, you can switch between different Intrix apps, so there is no need to log out and log in again. | |||
Push notifications
Push notifications are enabled, which you can turn on and off as you wish. | |||
Location logging
For certain events, we can enable you to record (save) the location.
| – | ||
Display of clients on the map
We allow you to display your customers on the Google map in a completely customized way. | – | ||
Advanced custom processes
We can support fully customized processes in the mobile application. | – | – | |
ADMINISTRATION | |||
Data import and export
Data import and export is available for all tabs, depending on user rights. | |||
Using the application in other languages
Intrix can be used in Slovenian, English, German, Croatian, Serbian and Bosnian languages. Any language can be activated. | |||
Activity log, overview of notifications and reminders
Full traceability of all data in the system is available (logs, history of records, overview of notifications and reminders). | |||
User and group management
You can manage users and user groups yourself. | |||
Custom user rights
The rights for individual groups of users can be fully adapted to your requirements. | – | ||
USER SUPPORT | |||
Education via webinar
Implementation of regular webinars for different functionalities in Intrix. | |||
Support via e-mail, chat and phone
Free customer support is included. | |||
Notification of news via e-mail and chat
Through e-mail and chat in the Intrix application, you will be informed about novelties and useful examples of using the system. | |||
Assigned project administrator
Your application is taken care of by the project administrator. Together with them, you define all changes and adjustments in your application. | – | ||
SECURITY AND PRIVACY | |||
Secure SSL connections
SSL (Secure Sockets Layer) is a cryptographic protocol that enables secure communication on the network. | |||
2FA (two-step authentication)
Two-factor authentication requires you to enter a password along with a second level of authentication that only you have access to. We offer two 2FA methods – by SMS or a dedicated mobile application (Google Authenticator). | |||
Restricting access to IP addresses
Upon request, we can restrict access to the application only from certain IP addresses. | – | ||
SSO (single sign-on)
Intrix supports SSO (single sign-on) through protocols such as OpenID Connect and SAML 2.0. | – | – | |
Add-ons
Support module (ticketing)
Tracking of requests via e-mail in one place, ticket management process, responding from the system to e-mail correspondence, etc.* Activation is possible with the Advanced and Unlimited packages.
WHR – Working hours record
The basis of the ERV module is the recording of presence in the system. Recording is available through the mobile application and through the desktop version.* Activation is possible with the Advanced and Unlimited packages.
100 € per month
Support module (ticketing)
Tracking of requests via e-mail in one place, ticket management process, responding from the system to e-mail correspondence, etc.* Activation is possible with the Advanced and Unlimited packages.
2 € monthly / per user
WHR – Working hours record
The basis of the ERV module is the recording of presence in the system. Recording is available through the mobile application and through the desktop version.* Activation is possible with the Advanced and Unlimited packages.
Package comparison | BASIC | ADVANCED | UNLIMITED |
---|---|---|---|
Monthly amount | |||
BASIC MODULES | |||
Project overview
The module enables precise monitoring of projects, from preparation to completion. | |||
Gantt chart of projects, dependencies between tasks and project phases
On the Gantt chart, you can visually monitor the progress of projects with their phases and dependencies between tasks in real time.
| |||
Tracking tasks and meetings
Tabs allow entry and monitoring of all tasks and meetings (external and internal). | |||
E-mail module
Important e-mails can be easily forwarded to this module to keep all your important e-mail correspondence in Intrix. | |||
Module for time spent
Time tracking gives you a complete overview of the number of hours you’ve spent on a project, task, meeting, etc. | |||
Financial monitoring of projects (income, expenses)
In Intrix, you can track planned and spent funds for projects. | |||
Document management
Here you can add different types of documents (contracts, letters, offers, instructions, documentation, etc.). | |||
Company and contact tracking
The Company and Contacts tabs contain your database of business partners and contacts. | |||
Creating tasks from project templates
You can prepare project templates with tasks in advance and use them when you need them. | |||
Kanban view of tasks
Kanban is a visual overview where you can easily track tasks by columns representing task statuses. | |||
Calendar (activities, absences, birthdays)
You can track all your activities on the calendar. You can set up different views and track your co-workers’ schedules. | |||
Dashboard (unlimited number of panels)
On the dashboard, you can view different data together (lists, calendars, reports, etc.), which allows you to work faster and more efficiently.
| |||
Module for absences
Here you can record and monitor the absences of all colleagues. Entered absences are also visible on the calendar and on the dashboard. | |||
Intrix planner (planning module)
Shows the busyness of all resources on a single timeline. It enables the management of different resources (personnel, equipment, fleet, premises, etc.). | – | ||
Possibilities of setting up processes for field service and assembly
Planning and monitoring of services and installations in one place, according to your needs. | – | ||
DAdditional custom cards and the ability to customize the process
At Intrix, we can create new tabs and modules that we adapt to your needs. | – | ||
Custom PDF file creation
We can support the creation of various prints. This means that we include the data from the system in the prepared static document. So in Intrix you can create offers, contracts, work orders. | – | ||
The possibility of establishing a work order process
Creation and execution of work orders according to your wishes.. | – | – | |
The possibility of establishing a digital signature
Intrix enables electronic signing and storage of documents (certified by partners or not). | – | – | |
CONNECTIONS | |||
Connection with AJPES and Dun & Bradstreet databases
With the help of Dun & Bradstreet, adding and updating company information is easier. That way you will get all the relevant information about a company. | |||
E-mail notifications and e-mail/SMS reminders
Reminders are already included in Intrix and you can set them on any record and on any event.. | |||
One-way calendar connection (ical)
Ical Link allows you to synchronize any view saved on the calendar in Intrix with any other calendar (Office365, Google Calendar, etc.). | |||
Possibility of connection with mailing systems
Intrix is bi-directionally compatible with various marketing programs used for mass contact notification and marketing automation. | – | – | |
Possibility of connection with online forms
It is possible to place a link on your web form. Data from the website is thus automatically transferred to any card in Intrix. | – | – | |
Connecting to IP telephony
Intrix Project can be connected to different IP exchanges. The connection works for both incoming and outgoing calls. After an incoming call, Intrix automatically recognizes the contact, opens the user card and offers to enter content related to the call.korisničku karticu i nudi unos sadržaja za poziv.
| – | – | |
REPORTING | |||
Predefined reports
In the Reports module, there are many predefined reports that you can filter and sort as you wish. You can save any custom report to your own view. | |||
Ability to create custom reports
At Intrix, we can create custom reports from the data in your cards. | – | ||
Ability to send reports to e-mail
We may establish a mechanism or process to periodically send certain reports to colleagues. Here, the process is fully adapted to your needs. | – | – | |
MOBILE APP | |||
Mobile application for Android and iOS
You can find the Intrix mobile app for Android on Google Play and the iOS App Store. | |||
Caller ID for Android and iOS
When you receive a call from a person who is not entered in your phone book, but you have them saved among your contacts in Intrix, their name is automatically displayed. | |||
Voice notes (sound recording)
In the mobile application, you can record a speech and add it as an attachment to events, meetings, etc. | |||
Scanning of documents and QR business cards
In the mobile application you can scan razne documents (PDF is created) and QR business cards for creating a new contact. | |||
Connecting to Google Maps
With the help of the Google Maps link, you can quickly reach the desired location on any record. | |||
Switch between multiple apps
In the mobile app, you can switch between different Intrix apps, so there is no need to log out and log in again. | |||
Push notifications
Push notifications are enabled, which you can turn on and off as you wish. | |||
Location marking and logging
For certain events, we can include location recording. | – | ||
Display of clients on the map
We allow you to display your customers on the Google map in a completely customized way. | – | ||
Advanced customer-tailored processes
We can support fully customized processes in the mobile application. | – | – | |
ADMINISTRATION | |||
Data import and export
Data import and export is available for all cards, depending on user rights.
| |||
Using the application in other languages
Intrix can be used in Slovenian, English, German, Croatian, Serbian and Bosnian languages. Any language can be activated. | |||
Activity log, overview of notifications and reminders
Full traceability of all data in the system is available (logs, history of records, overview of notifications and reminders). | |||
User and group management
You can manage users and user groups yourself. | |||
Custom user rights
The rights for individual groups of users can be fully adapted to your requirements. | – | ||
USER SUPPORT | |||
Education via webinar
Implementation of regular webinars for different areas in the Intrix system. | |||
E-mail, chat and phone support
Free customer support is included. | |||
Notification of news via e-mail and chat
Through e-mail and chat in the Intrix application, we inform you about news and practical examples of using the system. | |||
Assigned project administrator
Your application is taken care of by the project administrator. Together with them, you define all changes and adjustments in your application. | – | – | |
SECURITY AND PRIVACY | |||
Secure SSL connections
SSL (Secure Sockets Layer) is a cryptographic protocol that enables secure communication on the network. | |||
2FA (two-factor authentication)
Two-factor authentication requires the user to enter a password along with a second level of authentication that only you have access to. We offer two 2FA methods – by SMS or a dedicated mobile application (Google Authenticator). | |||
Restricting access to IP addresses
Upon request, we can restrict access to the application only from certain IP addresses. | – | ||
SSO (single sign-on)
Intrix supports SSO (single sign-on) through protocols such as OpenID Connect and SAML 2.0.
| – | – | |
Add-ons
Support module (ticketing)
Tracking of requests via e-mail in one place, ticket management process, responding from the system to e-mail correspondence, etc.* Activation is possible with the Advanced and Unlimited packages.
WHR – Working hours record
The basis of the WHR module is the recording of presence in the system. Recording is available through the mobile application and through the desktop version.
* Activation is possible with the Advanced and Unlimited packages.
100 € per month
Support module (ticketing)
Tracking of requests via e-mail in one place, ticket management process, responding from the system to e-mail correspondence, etc.* Activation is possible with the Advanced and Unlimited packages.
2 € monthly / per user
WHR – Working hours record
The basis of the ERV module is the recording of presence in the system. Recording is available through the mobile application and through the desktop version.* Activation is possible with the Advanced and Unlimited packages.
Frequently asked questions
Need more information
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MARKO BAUMAN
INTRIX CONSULTANT