IntrApp CRM - Customer management
Forget notebooks and Excel sheets!
Manage your clients’ data clearly and systematically with IntrApp CRM, and never lose important information again.
Everything in one place, easily searchable and securely stored!
Wait!
Don’t delete Excel just yet!
We know it’s hard to let go of Excel – and you don’t have to. With IntrApp CRM, you can import your clients in just one click and export them just as easily whenever you need.
Move beyond Excel and see how simple it is to switch to a professional system!
All your contacts in one place – easy to find and manage
Contacts and phonebook
No more digging through emails or hunting for numbers in Excel! Every contact for all your clients is organized clearly, so you can always find who you need.
Forget scattered information – with IntrApp CRM, all your contacts are in one place!
Don’t lose a single important detail!
Notes
Keep track of all your client-related notes so every important detail is always easy to find. Public notes keep your team up to date, while private notes let you save information just for yourself.
All files in the right place
Attached files
Attach documents to clients and keep them organized with IntrApp’s file manager. Thanks to OCR technology, you can search not only by file name but also by content, so you’ll always find what you need quickly. The internal sharing system also lets you control who can access each document.
All meetings and deadlines in one place
Calendar
Link important events directly to your clients so you can always see related meetings, deadlines, and tasks. No more missed appointments or misunderstandings – all relevant information is accessible with a single click.
All client requests in one place
Tickets
Every incoming question, issue, or request is automatically linked to the client, so you can see the full history with one click. No more lost emails or unfinished tasks – every request can be tracked from submission to resolution.
Simple and transparent project management
Kanban boards
Create client-related or internal projects and manage tasks visually on kanban boards. Every task stays in the right status and place, so you always know exactly what the team is working on and what the next step is.
