I like the fact that if I want something done in INTACT, from the point of view of modifications, I can get it done.

-Patrick Sinclair, Financial Controller,NAD

Software to manage your customer relations (CRM/SRM)

Intact accounts software has a fully integrated Customer Relationship Module to help you record all instances of communication between you and your customers. Communication can be via email, fax, letter, telephone or in person.

It is an easy to use, customer friendly CRM module that can be enhanced to provide your customers with a web interface to query their account on line. This facility allows them to view and get a copy of their invoices & statements as well as place and track orders on line. If allowed, they can also view up to the minute stock information. For more information on Intact iPortal click here.

A common theme to contact activity records is their integration with Intact's Task Manager Module, by which a task can be assigned to a user and attached to a contact within the CRM. By answering ‘yes’ to create a task, a task will be added for the current user on the due date specified and also added to the contact’s task history list. For more information on Intact Task Manager, click here.

The real power of a CRM system lies in the ability to query groups of contacts for targeted marketing campaigns. Intact Software has developed a 'query-by-example' utility to achieve this in Intact. By using the Intact query-by-example utility, mail merges and/or email broadcasts can be performed. When an email broadcast or mail merge is carried out, an entry is added into each contact’s activity list under the appropriate section.

Managing your customer relationship is critical. Contact us today to arrange a demo.

Tailor customer fields to capture qualified information about your customers

Tailored fields in CRM to record qualified information

What can Intact CRM do for you?

Give you unlimited capacity for storing customer data
Ensure full integration across your organisation
Enables you to tailor fields to capture qualified information
Saves you time looking for customer details with quick search capabilities
Simple to use
Allows remote access and/or web integration, if required
Excellent reporting capabilities
Flexible and customisable
Email and fax integration
Integrated quote facility - no need to create a customer account
Tasks and reminders facility
User account activity lists
Integrated shared diary

Intact

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Software to manage your customer relations (CRM/SRM)

What can Intact CRM do for you?