CRM
Contacts, companies, sales pipeline and full relationship history - all in one place.
Capabilities
From first contact to closing the deal - CRM in Intum covers the entire customer lifecycle.
Contacts and companies
Central database of contacts and companies. Full customer card with contact details, notes, interaction history and assigned tasks.
Sales Pipeline
Visual sales funnel with stages. Drag deals between stages, track value and closing probability.
Tags and segmentation
Tag contacts and companies with custom labels. Create customer segments, filter and group by industry, status or value.
Notes and history
Full customer contact history. Meeting notes, conversations and agreements. The whole team has access to customer context.
Custom fields
Add custom fields to contacts and companies - tax ID, industry, lead source, company size.
Integrations
CRM connected with tasks, helpdesk, email and invoicing. All modules share the customer database.
Three simple steps to organize your customer relationships.
Add contacts
Import your existing customer database or add contacts manually. Assign to companies and tag them.
Manage relationships
Add notes, create tasks, track deals in the pipeline. Full customer context in one place.
Close deals
Move deals through the pipeline, issue invoices and build lasting customer relationships.
Every client interaction in one place - from first contact to closing the deal.
Everything you know about a client on one screen. Contact data, email history, phone calls, meeting notes and invoices. A new salesperson takes over and has full context in 30 seconds.
Drag deals between stages: New - Contact - Offer - Negotiation - Closed. See value at each stage and forecast revenue.
Data import and export
Import clients from CSV, Excel or from invoicing software. Export anytime. Your data always at hand.
Custom fields and forms
Add fields specific to your industry - tax ID, sector, lead source, contract value. CRM adapts to you.
Sales reports and statistics
How many deals closed this month? What is the offer-to-sale conversion? Sales reports and team communication stats.
Sales teams
Pipeline, funnel, follow-ups. Salespeople know what to do next with every client.
Service companies and agencies
Relationship history, notes, tasks. Every client served personally without losing context.
E-commerce and B2B
Client segmentation, billing integration, automated campaigns based on tags.
14 days full functionality. No credit card.
Plans from $0/mo