FAQs

Intrabench is a CRM system for small businesses to manage all dealings with customers. Intrabench is web based allowing you to access the system from anywhere with internet access including some mobile phone devices. It contains modules to store client information, including contacts, phone numbers and custom fields including handling invoicing, accounts, task lists, calendars, tracking sales, storing files, online shop facilities, project management and a built in knowledge base. Intrabench has many other features built in and all are included in the standard package. The system is designed to put ease of use in the forefront as many CRM systems are too complex to use.

Intrabench has been in development since the beginning of 2001, however parts of the system we written prior to this.

Intrabench// is an EASY to use system, allowing you and your staff an improved level of efficiency in handling all company information, improving business relationships (i.e. supply chain), and raising customer satisfaction through simple and effective data integration and analysis. Staff management is improved with the inclusion of task lists, allowing you to view, update, and prioritise, alongside time sheets that produce clear, professional reports for any desired purpose. Full invoicing that saves time when producing quotes, invoices and purchase orders, with summary screens for follow up. Detailed invoices can be emailed, faxed, and printed by single click operation, and if necessary, by mobile phone/device with GPRS access. Sales call reminders are scheduled so you never have to worry if you have missed that important call back and all history is logged allowing you to personalise you calls.

You can cancel the service within the first month of your contract. All you need to do is email us and we will cancel the subscription. There is also a free no obligation trial on offer that allows you to test the system and see how it will suit your business. Once your 12 month subscription has started we ask that you honour your agreement. However at the end of 12 months you can cancel at any time.

You can import all your company contacts as well as import contacts from your mobile phone. A simple to use interface for importing CSV files is built into intrabench allowing you to get up and running with your data instantly.

Yes, you can upload all types of documents into Intrabench which can then be accessed by each member of staff and you can also assign access to external companies so that they may login to download and view.

Intrabench has been designed and created to suite all types of businesses from large to small. We have clients from various business sectors, which include financial services, IT, Sales, as well as skill sectors and charities. You may think your business is not technical enough to require Intabench but one of our clients is a specialist in cleaning services.

Yes, the features of the Intrabench demo crm system are the same as the live one and it operates in the same manner. The demo however runs on a different system to our live accounts and has certain features restricted such as bulk email, changing passwords and a couple of other features that would really mess up the demo.

How you use the features of the Intrabench is completely up to you, depending on your business activities and requirements you can use the features accordingly. You may use as little or as much of the product as you feel comfortable with, expanding what you use over time. The advantage is we don't charge you for each and every module you do end up using.

You can add custom fields to your contacts and companies allowing you to create a variety of different options. These can be drop down boxes, text entry boxes, date and time fields as well as radio buttons and checkboxes. Once created you can then search by these custom fields. Other parts of the system allow you to create extra options, such as the online surveys and event booking forms.

You can add more user to the system by select the add user option in the systems menu. You can have as many active users as you have licenses for. If you need to increase the number of licenses please contact us.

Definitely not! You have to pay just minimum subscription for using a small business CRM application. Unlike traditional enterprise CRMs requiring expensive hardware, software and maintenance, the CRM for a small business is delivered as a service over the Internet. Also, there is no need for in-house maintenance and expensive after-purchase customisation. Backups and hardware upgrades and monitoring are all done for you and it's all included in the price.

Small business CRMs are hosted and available on-demand. You have 24/7 access to the applications from anywhere, anytime without time or distance confines. Using just a PC equipped with the nternet and a web browser such as Firefox or Internet Explorer you can easily access the suite of feature rich tools in a hassle-free manner. There is no need for dedicated IT support staff. Also, since most small business CRMs have an institutive user-friendly interface you can access and use the CRM with just minimum training.

The power of a small business CRM package brings the power of customer relationship management within the easy reach of small and mid-size businesses. The applications allow you to consolidate customer data in a single secure database that you can access from anywhere anytime. In-depth customer history can be maintained and analyed, which enables you to provide personalised one-to-one services individually. This helps to create and maintain customer loyalty, and thereby maximise customer retention.

One of the main advantages of using the applications is that it automates the entire customer relationship management process enabling you to focus resources on the other key business areas. To use small business CRMs you do not have to employ and pay for separate support staff. You can access and use the applications from anywhere using your secure login and password. Also, most small business CRMs have an intuitive user-friendly interface, which you can use with just minimum training.

We take care of the entire small business CRM maintenance. You don't have to spend money towards expensive hardware, exclusive software or dedicated in-house maintenance. Also we take care of upgrades, backups, security, privacy, upgrades and virus protection, which mean huge savings to you while using the applications and concentrating on what your business does best.

Absolutely! Small business CRM applications run on secure dedicated servers maintained by the CRM provider. Only authorised users identified by login and password can access and use the applications. Maintenance, security and data backup of CRM are taken care by the provider itself. Intrabench can also give you access via ssl encryption if you require an added level of protection. Contact Intrabench for pricing.

Small business CRM applications enable you to automate key business functions – sales, billing, marketing and customer support functions. By automating routine tasks, the application allows you to reduce costs and focus resources on the more crucial business areas to increase organisation productivity, profits and ROI.

Intrabench allows you to customise the applications to suite your unique business nature and requirements. You can upload your company name, logo and invoice colourset, which helps to create a personalised look and feel. You can also add custom fields to your address book, events, surveys and timesheets.

Intrabench allows you to automate the billing process, from issuing invoices every month to taking payment and chasing up late payments. You can also automate marketing and sales emails, chasing up your leads by assigning contacts to a specific campaign you create. You can instantly communicate with employees, monitor their performance, track leads quickly, easily and securely. Also, instant access to an always up-to-date database of business information makes it easy for you to draft successful marketing campaigns.

To cancel the subscription you can notify us 30 days before the initial 12 months contract. If it is within the first month you simply need to send us an email or phone us to confirm cancellation.

* Save time * Know what's happening in your company. * Develop better communication channels * Collect vital data, like customer details and order histories * Create detailed profiles such as customer preferences * Deliver instant, company-wide access to customer data * Identify new selling opportunities

When you try to login to Intrabench there is a forgotten login details option that allows you to enter your email address, which you initially registered with. Login details will be sent to the email address you have entered. If you have the right details it could be that cookies are disabled on your browser or in some cases your system clock may be wrong.

You can see on the pricing page the exact pricing, but we offer a free version with a 1 user license. Costing for the commercial version start at €20/£15/$25/

Our payment policy is monthly in advance, however some of our customer prefer quarterly billing and we also offer this option. We can take payment by credit card, cheque or via direct debit.

There are no hidden charges with Intrabench. Our pricing is transparent on our website and we keep everything clear. Our basic package includes all modules and any additional extras can be purchased if needed.

The basic package of Intrabench includes a 5 User License, but customers have the option to upgrade the number of user licenses depending upon their demand. Licenses are sold in packs of 5 users. Our Intrabench system can cope for up to 500 members of staff. For numbers greater than this we offer an enterprise solution, which involves dedicated on-site support and custom changes.

You can enjoy the benefits of Intrabench within minutes, all you need to do is contact us and we will set up your dedicated Intrabench account Immediately.

You can register with Intrabench, by clicking on the Trial Button on the left hand side and fill in your details to activate your account. This process is manual so please allow at least 1 working day for this to be setup.

The brilliant Intrabench CRM package comes at a fixed cost of just £40, which includes licenses for up to 5 users. This covers development and support costs and makes sure you have the most up-to-date system. We don't offer licenses of less than 5 users due to the minimum costs to manage and maintain the service for you. We've also found that although you may be a sole trader the power of Intrabench allows your accountant, part time sales assistant or external marketing company to login to your Intrabench system to help you run your organisation.

Yes, in order to access Intrabench CRM you need to be connected to Internet either via ADSL/broadband or at least 3G/EDGE via a mobile phone.

You can use Intrabench from anywhere in the world with internet access as long as you have your unique username and password. You can also use Intrabench via Wireless and some PDA phones, which enables you to monitor your business activies while on the move and on holiday.

If however you don't want to be able to do this, you can restrict Intrabench// access to only certain locations.

You can contact us by email at contact@intrabench.com or by Telephone to 020 8896 2600. You can also contact us via the feedback form on this website.

To access Intrabench all you need is an internet connection and a web browser such as Firefox or Internet Explorer.

Yes, Intrabench offers a 14 day free trial, which you can use straight way. So contact us now to have your free trial setup immediately. There is a trial link on this site.

We offer in house training from a member of our support team, at a reasonable price. We also offer unlimited email support as well as tutorial videos and an online manual.

Our trained members of staff will provide technical support by email or by telephone.