CRM Intrum

The cloud service of Intrum integrates a large amount of functionality for automation and simplification of work of staff of the companies of small and medium business.

A system includes the Intranet the website - an internal corporate portal, social network for employees with an opportunity flexible communications and also the shirokofunktsionalny Customer Relationship Management System for management of the customer base and process optimization of sales.

A system has industry versions under different spheres of business with a special set of functionality for each of them. A system is flexibly customized under business of the customer. According to the developer of a product, using business processes it is possible to adapt a system practically for any purposes. In process of growth of the company it is possible to expand the used functionality, supplementing it with necessary opportunities.

Opportunities (for August, 2018)

• Automation business of processes
• Sales accounting and funnel of sales

• IP telephony

• Integration of CRM and website of the company
• Designer of reports

• Integration with corporate mail
• Autogeneration of documents and document flow
• File cloud storage
• Security
• Customer service and consolidation of communications

Specific Features

• Task management
  • Task management system with an online chat inside and separation of the rights.

• HR tools and statistics of inputs and outputs
  • An opportunity to keep all personnel information in a profile of employees, the history of employments, holidays and dismissals. Ratings, votes and comments will allow to receive a feedback in collective

• API and applications
  • Ample opportunities of additions of systems capabilities through applications and also integration with third-party services through API

• Flexible configurations of fields of CRM objects
  • An opportunity to configure fields in a card of clients/products/transactions/requests with difficult interrelations and rules

CRM Intrum

2018: The interface of tasks is optimized, the feature for their export and import is added

On August 23, 2018 the RGM Technology company provided the next updating of the CRM system of INTRUM which includes several useful functions and also improves modules already familiar to users.

According to the company, in the version it became more convenient to work with several open windows at once. They can be moved on the screen and to turn in a minipanel. It is displayed in the lower part of the screen and is available upon transition according to sections of the CRM system. For fast viewing minimized windows guide the cursor at the necessary icon on a panel enough and selected it will be displayed in a transparent type.

The functionality of creation of reports allows to keep track of values of any metrics which are necessary for performance monitoring of a company performance

Within updating the interface of tasks was also improved, the possibility of their export and import appeared. Developers added one more option - creation of reports on tasks: it is only enough to select a report type (the chart Ganta or quantitative) and to set parameters (participants, the status, time). Also in tasks creation function the check sheet, irreplaceable in case of need descriptions of a task for the employee on points was updated. And by search in tasks it is possible to expose the filter on their participants now.

Also it was reported that also editing fields became simpler: now, to add or change field value, for example, in an object card, it is already optional to open a card, it is possible to make it directly in the general list.

Updating affected also the calendar of a system, the window of reminders became more informative and also search in elements and sections of INTRUM CRM was updated.^[1]

Notes