Contact Management

At the heart of the system is the people you deal with and their details.

It's necessary to keep a list of these in an easy searchable format similar to an address book but with advanced features. In Intrabench the address book is laid out so that each company you add can have contacts placed within it, thus not duplicating the company details and allowing any company details updated to automatically propogate to the contacts.

Features
Custom fields
Easy to edit contacts
Correspondence logging - Email and Calls
Email templates with mail merge
Create custom email templates easily
Simple to Search

 Marketing

Intrabench can help you target your marketing to the right people, saving you time and money.

An email campaign allows you to automate sending emails to an individual, as opposed to bulk mails which are all sent at the same time. This allows you to automate your sales process so instead of sending chasing up emails to your customers, Intrabench can do this for you automatically.

When a bulk email is sent from Intrabench you can track who clicked and opened the mail as well as bounced and unsubscribed.

Features
Campaign Management
Bulk Email
Bulk SMS
Surveys & Marketing
Automated Email Responders
Reporting

 Sales

Tracking leads is what Intrabench does best.

You can easily find what products a customer is interested in.  Intrabench allows you to do this in a number of ways.

You can create a custom field to track the status at each stage, you can update status, search on your clients and see the statistics as they change from month to month or day by day. A simple report is created based on the custom field you created and can track changes over time and staff.

Applications may enter the system through a number of roads, they can be entered manually, imported via a CSV file in the system, which came from your website via a form created by you even using the form handler Intrabench or online shop. Applications can then be viewed using the call interface quickly and easily, to add notes, correspondence and update the status of it.

Features
Lead Management
Sales Statistics
Opportunity Management
Forcasting & Pipelining
Assign Contacts to Sales Group or Individual

 Project Manager

The project manager allows you to create and manage projects within Intrabench.

 You can look at an Intrabench project as a group of tasks all linked together, allowing you to prioritise and assign staff a number of tasks that need to be completed at certain times. As tasks are carried out, notes can be left on a task, and with each note added an email update is sent to everyone on the project.

Features
Customer Support.
Email Ticketing System.
Central Email Archiving.

  Customer Support

Using this part of the system allows a help desk system to be incorporated into the CRM software.

For example you could assign support@yourcompany.com to a project and when a customer emails this address an automated email is sent back to the customer to acknowledge receipt of the new task. A copy of this message is also sent to all project users and they can then respond to the customer by simply replying to the email.

Features
Project Manager
Email Ticketing System.
Central Email Archiving.

 Organiser

Organise to dos, events with ticketing and staff timesheets.

A calendar provides much needed functionality for viewing events on different dates and organising time within a day. An overview of the month can be presented with all days listed with colour codes indicating what events are happening and by which user each day. If you select another name you can view another person's calendar items as well as add to their calender.

Features
Integrated Calendar
To Do's & Meeting Reminders
Event Management & Ticketing
Call Back Reminders
Time sheets & Billing
Knowledge Base

 Accounts / Invoices

You can create invoices, quotes, purchase orders as well as other related items by the click of a button.

It only takes a few seconds to create and after typing a price, quantity and a description you have a complete invoice which automatically produces a professionally looking non-modifiable PDF document. You can then simply click on the invoice to fax, email or print the invoice to the customer. This is the same principle for quotes as well as purchase orders.

Features
Invoices
Bookkeeping & Accounts
PAYE
Credit Limits & Discount Groups
Expenses & Payment History
Product & Pricing Catalogue
Credit Card Billing
Direct Debit
Credit Notes
Payment Reminders
Customise the look of the invoice
Automatic Invoice Reminders
Purchase Orders
Pick Lists & Delivery Notes
Labels & Packing Slips

 Calendar

At the heart of the system is the people you deal with and their details.

It's necessary to keep a list of these in an easy searchable format similar to an address book but with advanced features. In Intrabench the address book is laid out so that each company you add can have contacts placed within it, thus not duplicating the company details and allowing any company details updated to automatically propogate to the contacts.

Features
Custom fields
Easy to edit contacts
Correspondence logging - Email and Calls
Email templates with mail merge
Create custom email templates easily
Simple to Search

 File Management

Keeping files on office machines, home PCs or laptops isn't efficient. Intrabench allows you to store your important business files in a central area accessible by all members of staff.

You can upload and download files to Intrabench using a very simple web page, no need to have FTP usernames or password or extra software. Files can be of any format, from word, PDF, images, video or backups and are accessible from any machine connected to the internet once you log in to Intrabench. Each staff member gets a personal file area where they can store files relating to just themselves. There is also a company file area, which acts as the company file store and can contain terms and conditions, letterheads, procedure documents, images and logos or anything else you can think off.

Features
Public Directories
Customer Accessible File Areas
Upload Documents, Files & Other Media
Company File Area

Website Management

Intrabench contains a simple to use content management system.

You first need to create a template which can be seen as similar to a letter head for your company. It's the design, graphics and menu of your site without any content.

You can use one of the preset templates to get your site up and running quickly, you can create your own or as most people do, import your existing website template into Intrabench. This can be done by yourself or by one of our support team.

 

Features
Create Custom Fields for companies and contacts.
Edit customer details from one screen.
Correspondence Logging.
Email Templates with Mail Merge.
Create Custom Email Templates Easily.

 Online Shop

As your company will need to send and track invoices. Intrabench includes this as part of the package.

Once you have added in details about a company into the system you will then be able to create Invoices, Quotes and Purchase Orders by simply clicking on the relevant button.  

When a customer selects a product, they can add it to their basket and update quantities. Once they have finished they can check out their software and purchase. The shop also allows you to link products together so people can see products that are related or that other people have purchased that are similar to the one they are viewing.

Features
Online Store/E-commerce
Feedback or Purchasing Forms
Paypal & Merchant Account Integrated

Web Forms & Surveys

You can create forms to fit into your website.

When a customer fills out the form, the details are automatically put into Intrabench and you can set to receive an email notification or automatic thank you email.

 

Features
Customise form fields and questions.

 Event Ticketing

When you need to manage event bookings or guest lists then Intrabench allows you to create registration pages with your custom graphics, look and feel.

You can assign options for each booking and each option including costs if necessary. On the final screen a complete total break down is shown where the user can then pay if there is a charge. Payment is via Pay Pal or a UK merchant account.

Once a booking is complete and the user has paid, a ticket confirmation is sent to them with all their chosen ticket options in PDF format automatically. Your booking on the admin screen is also changed to paid/completed. For the event you can print out a PDF with each person who is coming along so you can tick these off at the door.

Features
Integrate the ticket buying page into your website.
Paypal or Sage pay integrated.
Email Notifications

 Configuration

Large amounts of the system can be configured from the look and feel to the functionality of the system.

Features
Restrict access by IP.