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Exceed customer
expectations

Shorten sales cycles, improve customer experience, and gain quality data.

Streamline, engage, and grow with Intact iQ CRM

Transform your business with the Intact iQ CRM module, an integrated customer hub designed to streamline your sales cycles, improve information flow, and elevate your customer service.  

Whether you're managing contacts, executing targeted marketing campaigns, or optimizing your sales pipeline, Intact iQ CRM empowers your team with the tools to enhance your customer relationships and effectively drive growth. 

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Sales Office

Why you'll love it:

Complete CRM and marketing tool

Manage contacts and drive marketing campaigns effortlessly across your organization.
Never miss an opportunity again

Ensure every lead is nurtured and followed up promptly, maximizing your sales opportunities.
Effective sales pipeline management

Track sales progress and manage prospects efficiently to optimize your sales funnel.

What you get:

Outlook integration Sync emails and contacts seamlessly between Outlook and Intact iQ CRM.  
Workflows Automate alerts and tasks to streamline customer interactions and follow-ups.  
Targeted marketing campaigns Launch personalized campaigns and track results directly within Intact iQ.  
Sales pipeline management Convert leads into prospects and manage sales stages effectively.  
Lead nurturing Track leads from initial contact to conversion with customizable processes.  
Reporting Access powerful analytics to forecast trends and monitor campaign effectiveness.  
Centralized interactions Capture and track every customer interaction across all communication channels.  

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See for yourself how Intact iQ saves time and resources.
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Frequently asked questions

Q. What is the Intact iQ CRM module? A. It's an integrated customer management tool that helps you manage customer relationships, shorten sales cycles, and improve customer service.  
Q. Is it just for managing contacts? A. No, it's a complete marketing and CRM tool that can handle leads, prospects, customers, and marketing campaigns.
Q. Can it be customized to our business needs? A. Yes, we work with you to configure the CRM to support your specific strategy and processes.  
Q. What can I track with this CRM? A. You can track all customer interactions including emails, phone calls, SMS, and face-to-face meetings.  
Q. Does it help with marketing campaigns? A. Yes, it includes a Campaign Management feature to set up and track multi-channel marketing efforts.
Q. How does it help manage sales? A. It provides a comprehensive view of your sales pipeline, including leads, prospects, orders, and potential revenue.
Q. Can it integrate with Microsoft Outlook? A. Yes, it syncs with Outlook to record all email interactions in the CRM hub.
Q. Does it offer reporting features? A. Yes, it provides analytics and reporting to help forecast trends, plan campaigns, and monitor their effectiveness.  
Q. How does it handle leads? A. You can set up custom workflows to nurture leads and ensure they're followed up properly.  
Q. Can it help with upselling? A. Yes, it provides insights into customer history and needs, helping you identify opportunities to upsell or cross-sell. 
Q. Can the CRM help with team management? A. Yes, you can analyze your sales team's performance, compare periods, orders, activity types, and frequency of interactions.  
Q. Is it possible to create targeted marketing lists? A. Absolutely. You can set up static or dynamic marketing lists based on pre-defined conditions for swift, efficient campaign initiation.  
Q. How does the CRM handle the transition from lead to customer? A. It allows you to easily convert leads to prospects, and at the prospect level, you can issue quotes and assign ranking status.  
Q. Can it integrate with other marketing tools? A. Yes, it can integrate with third-party providers like MailChimp, and campaign results sync back to Intact iQ for a 360-degree customer view.  
Q. How does the CRM benefit customer service? A. By providing a complete view of customer interactions and history, it helps your team exceed customer expectations and provide better service.
Q. Is the CRM module separate from other Intact iQ modules? A. No, it's fully integrated with other Intact iQ modules, providing a comprehensive view of your business operations.  
Q. Can I set up reminders or alerts in the CRM? A. Yes, you can configure user workflows to set up alerts and reminders for various tasks like follow-up appointments, call-backs, and daily tasks.