Intalio CRM review

Bill Noonan
Posted: 05 April, 2011


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> Review Summary: Intalio CRM

"Has everything you like about Salesforce.com and MS Dynamics with none of the restrictive drawbacks."

> What the vendor says:

"Intalio CRM lets organization manage relationships with customers and partners. It is at feature parity with Salesforce.com, provides a slick user interface similar to Microsoft Dynamics CRM's, and supports deployment both on premises and on demand."

Intalio CRM screenshot

> What Software Shortlist says about Intalio:

Intalio CRM is best characterized is everything you like about Salesforce.com and Microsoft Dynamics with none of the restrictive database drawbacks, e.g. it is open to many platforms. Intalio has a rich product and feature offering with exceptionally strong doc management, business process management including all the features of web portal and web based office tool.

Key strengths of Intalio CRM include:

Grows with your business
Integrates with other software
Powerful functionality

Available on demand or on premise, its multi-tenant model is ideal for complex organizations with multiple subsidiaries. Ideally compatible to the financial services, retail, energy, healthcare industries, it has strong applications in the public sector to accommodate public interaction. It scales nicely in terms of users and, just as importantly, complexity of application. The User Interface is exceptionally clean and compact making it easy to view on mobile devices.

Report Builder and Dashboard Builder are easy to use tools and provide unlimited customization of report content and online integrated spreadsheet analytics that duplicate them as dashboard objects. Intalio takes email synchronization to a new level with integrated email platforms e.g. Zimbra and Outlook. Depending on the PDA, critical contact, account and activities are available. The offline versions can access all data and synch automatically.

Overall, it’s hard to dislike anything about Intalio. It is probably overkill for a small organization with basic CRM requirements and works best where extensive work flow mechanisms are needed.

Pricing starts with a comprehensive CRM package at $49 per user per month, and unlimited features at $99 per user per month

> Next steps:

To see if Intalio CRM is the right choice for the specific needs of your business, contact Software Shortlist about our free CRM matching service!

Industry:

Professional Services; Management Consulting; IT Services; Creative and Design Services; Engineering Consulting; Law; Accounting; *Any Industry*; *Any Sub Industry*

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Bill Noonan is an energetic entrepreneur with a depth of experience across the sales and marketing disciplines. He has performed both senior executive and specialist consulting roles over the years, with a strong attention to detail and passion for CRM. http://www.mosaiccrm.com/

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