Customer relationship management (CRM) refers to strategies, practices and technologies used
by companies to efficiently manage and analyse quotidian customer interactions and related
data incidental throughout the customer lifecycle, with the principal goals of improvising
business relationships, assisting in customer retention and driving sales growth. CRM systems
are designed to methodically compile customer information across different channels - or points
of contact between the customer and the company - which might include the company's website,
telephone, live chat, direct mail, marketing materials and social media. CRM systems can also
aid the company resources with detailed information on customers' personal information, purchase
history, buying preferences and concerns, thereby assisting in successful conduction of business
Utilize our CRM services efficaciously manage your sales funnel. Our services allow you to You can create
opportunities to define the value of the business, manage pipelines and associated activity sets,
opportunity funnel stages and categories, probability of winning, and forecast close dates. In addition,
INTUISYZ’s opportunity reports give a top down view of the health of your business.
Our Legacy Reports include nine configurable reports for Sales Opportunities and Activities (tasks and events),
inclusive of basic graphs. Our Advanced Reports allow you to create custom and tabular reports. The advanced logic
filters help you narrow your report criteria, and you may include report categories, add summaries to a row of calculations,
etc. Further, we have paid plans that offer features such as Report scheduling and Smart Alerts.
INTUISYZ has distinctly marked its authority in the arena of Project Management – we offer both CRM and Project
Management in a single palate. This enables us to ensure that you are placed at the most advantageous position
throughout the various stages of customer relationship. Further, we aid you with a project overview screen that
helps you track the recent activity on any project, this feature also helps you track project performance against
milestones over time. We take pride in our ability to simplify the processes involved to provide successful strategies,
which is one reason why we stand out from the crowd.
INTUISYZ Tasks and Calendar Events are distinctly designed to help our customers stay methodical and organised throughout.
Our brilliant features are aimed to let you experience the convenience of setting to track all individual and recurring
tasks such as ‘to dos’, log meeting notes, phone calls, etc. With our special email reminders, you no longer have to log
into INTUISYZ to stay updated. We also let you link tasks to contacts, opportunities, projects organizations and emails,
assuring convenience and efficiency, thereby promoting utmost productivity. Our experienced team of professionals has a
deep understanding of foreseeable circumstances, and has over time incorporated various salient features that are
characteristic to INTUISYZ, such as delegation to another trusted user if you are unable to attend a work that
needs to be done urgently. We extend to you one of the most efficient task management systems that increases
your efficiency manifold.