Intelledox

Guided Forms, Doc-Gen, Workflow, Integrations | Next-Gen CCM

4,7 /5 (10 reviews) Write a Review!

Intelledox Overview

What is Intelledox?

Intelledox is a cloud-based solution designed to help businesses automate processes for customer service, on-boarding, and acquisition. The custom form builder lets users collect information for loan applications, claims, contracts, and other documents, which streamlines cross-channel interaction across pipelines.

Key features of Intelledox include collaboration, version control, archiving, and process automation. Businesses can link custom forms with existing backend systems and auto-populate prospects’ information into the applicable fields for facilitating workflow automation. Integration with DocuSign enables enterprises to collect signatures for important documents and establish customer interactions using multiple communication channels.

Intelledox helps teams capture relevant information about customer problems and assign support tickets to suitable specialists to resolve issues. Teams can send customer personalized messages via print or digital channels with company branding, which helps to establish brand visibility and improve client engagement. Besides, enterprises can improve on-demand customer communication by generating custom proposals and quotes, negotiated agreements, contracts, statements of advice (SOA), and financial reports.

Intelledox Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Contact Intelledox for pricing details.


Intelledox Features

Devices
Business size
S M L
Markets
United States, Australia
Supported Languages
English

Media

Intelledox request form
Intelledox formula
Intelledox importing projects
Intelledox form activity
Intelledox video Intelledox video Intelledox video Intelledox screenshot: Intelledox request form Intelledox screenshot: Intelledox formula Intelledox screenshot: Intelledox importing projects Intelledox screenshot: Intelledox form activity

Intelledox Reviews

Intelledox Reviews

Overall rating
4,7
/
5
Excellent
7

Very good
3

Average
0

Poor
0

Terrible
0

Value for Money
4
Features
3,9
Ease of Use
4,1
Customer Support
4,6
100% recommended this app
Michael D.

Reinventing the business of education

The adoption of an electronic forms system has changed the way we gather information and control workflows within our school. There have been huge efficiency gains and improvements in the way we work with staff, students and parents. Using Intelledox Infiniti has given us an edge and other schools are starting to try to emulate that.


Melissa C.

Good product but need more work in terms of functionality

Good product!
Would love to see the functionality with SharePoint Online and O365


Steph P.

From a non-technical perspective

Intelledox has given us a very reliable and smart way to generate bulk recurring letters and emails for our customers. The set up time for a complex job is well worth the ease, time and money we save in the long run. It also removes a lot of the risk we have around making mistakes by removing manual tasks from our workload.


Michael H.

Infinti developer review

Using the Intelledox Infiniti product has improved the overall process by reducing confusion for applicants while also improving the data quality sent to internal system.


Mitchell R.

Intelledox Infiniti


Michael D.
Industry: Primary/Secondary Education
Company size: 501-1 000 Employees

Reinventing the business of education

Used Daily for 2+ years
Reviewed on 2019/08/29
Review Source: Capterra

The adoption of an electronic forms system has changed the way we gather information and control workflows within our school. There have been huge efficiency gains and improvements in the way we work with staff, students and parents. Using Intelledox Infiniti has given us an edge and other schools are starting to try to emulate that.

Pros

Less paper, less handing
Cost savings over paper and postage
Pre-filled forms are quicker for users to complete
Improving processes with workflows
More privacy control
Alternate interface to systems
A new way to look at information gathering

Cons

There are costs for licenses and time for developing forms, but this is acceptable.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Melissa C.
Industry: Government Administration
Company size: 201-500 Employees

Good product but need more work in terms of functionality

Used Other for 1+ year
Reviewed on 2019/09/08
Review Source: Capterra

Good product!
Would love to see the functionality with SharePoint Online and O365

Pros

Ease of use by users
Compliant
Available on Windows store
Integration with HPECM
Supported by FYB
Offline function

Cons

Hard for administrators to build forms
Hard to implement the app from google store
Few annoying bugs

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Steph P.
Industry: Transportation/Trucking/Railroad
Company size: 1 001-5 000 Employees

From a non-technical perspective

Used Daily for 2+ years
Reviewed on 2019/09/11
Review Source: Capterra

Intelledox has given us a very reliable and smart way to generate bulk recurring letters and emails for our customers. The set up time for a complex job is well worth the ease, time and money we save in the long run. It also removes a lot of the risk we have around making mistakes by removing manual tasks from our workload.

Pros

This software is super clever in terms of what you can do with rules and calculations. We've been able to achieve some really great personalisation and customisation in our regular communications to customers, which is very valuable to us.

Cons

If you don't know the correct terminology to begin with, it can be difficult to find solutions in the online support portal/knowledge base. This is coming from the perspective of a user whose core skills are writing and branding, rather than the more rule-driven, technical skills that most Infiniti developers would usually have by nature.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 6.0/10

Michael H.
Industry: Government Administration
Company size: 5 001-10 000 Employees

Infinti developer review

Used Daily for 2+ years
Reviewed on 2019/08/30
Review Source: Capterra

Using the Intelledox Infiniti product has improved the overall process by reducing confusion for applicants while also improving the data quality sent to internal system.

Pros

It's simple to use and quick to build complex business rule. The Infiniti product has great anchor points that allow us to build custom components when needed and tailor the resulting client interface in a way that represents our business.

Cons

With the amount of business rules we have, we find that the page is constantly posting back to the server to process what the page needs to display. This can be a bit distracting at times.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Mitchell R.
Industry: Information Technology & Services
Company size: 11-50 Employees

Intelledox Infiniti

Used Daily for 2+ years
Reviewed on 2019/08/29
Review Source: Capterra

Pros

The ease of use for the design aspect of infiniti. Most other softwares require a decent level of coding knowledge to successfully make eforms. Whislt there is coding that can be used within Infiniti, simple forms can be made by persons without any background in high level IT or coding backgrounds.

Cons

It's a little restrictive for completing recursive administrative tasks within the Manage section.
Deactivating users, updating projects, etc, can only be done one at a time unless someone responsible for the site creates a custom function.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8,8/10
Based on 10 user ratings
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Intelledox Pricing

Intelledox Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Contact Intelledox for pricing details.

Contact Intelledox for pricing details.

Value for Money
4/5
Based on 10 user ratings
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Intelledox Features

Intelledox Features

API
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Inventory Management
Inventory Tracking
Monitoring
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
3,9/5
Based on 10 user ratings
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Categories

Additional information for Intelledox

Additional information for Intelledox

Key features of Intelledox

  • API
  • Approval Process Control
  • Archiving & Retention
  • Batch Processing
  • Claims Management
  • Collaboration Tools
  • Data Integration
  • Digital Signature
  • Document Assembly
  • Document Indexing
  • Document Management
  • Document Publishing
  • Document Storage
  • Document Tagging
  • Email Distribution
  • Email Integration
  • Email Marketing
  • Fixed Asset Management
  • Forms Management
  • Full Text Search
  • Graphical Workflow Editor
  • Lead Generation
  • Mobile Access
  • Multi-Channel Communication
  • Multiple Delivery Formats
  • Multiple Document Formats
  • Offline Access
  • Policy Management
  • Predictive Modeling
  • Print Management
  • Quote Management
  • Real Time Updates
  • Self Service Portal
  • Task Management
  • Template Management
  • Version Control
  • Watermarking
  • Work Order Management
  • Workflow Management

Intelledox FAQs

Intelledox FAQs

Below are some frequently asked questions for Intelledox.

Q. What type of pricing plans does Intelledox offer?

Intelledox offers the following pricing plans:

Pricing model: Subscription

Free Trial: Available

Contact Intelledox for pricing details.

Q. What are the main features of Intelledox?

Intelledox offers the following features:

  • API
  • Approval Process Control
  • Archiving & Retention
  • Batch Processing
  • Claims Management
  • Collaboration Tools
  • Data Integration
  • Digital Signature
  • Document Assembly
  • Document Indexing
  • Document Management
  • Document Publishing
  • Document Storage
  • Document Tagging
  • Email Distribution
  • Email Integration
  • Email Marketing
  • Fixed Asset Management
  • Forms Management
  • Full Text Search
  • Graphical Workflow Editor
  • Lead Generation
  • Mobile Access
  • Multi-Channel Communication
  • Multiple Delivery Formats
  • Multiple Document Formats
  • Offline Access
  • Policy Management
  • Predictive Modeling
  • Print Management
  • Quote Management
  • Real Time Updates
  • Self Service Portal
  • Task Management
  • Template Management
  • Version Control
  • Watermarking
  • Work Order Management
  • Workflow Management

Q. Who are the typical users of Intelledox?

Intelledox has the following typical customers:

Small Business, Large Enterprises, Public Administrations, Mid Size Business

Q. What languages does Intelledox support?

Intelledox supports the following languages:

English

Q. What type of pricing plans does Intelledox offer?

Intelledox has the following pricing plans:

Subscription

Q. Does Intelledox support mobile devices?

We do not have any information about what devices Intelledox supports

Q. What other apps does Intelledox integrate with?

Intelledox integrates with the following applications:

Content Hub, DocuSign, SAP Business One, Salesforce Sales Cloud, SharePoint

Q. What level of support does Intelledox offer?

Intelledox offers the following support options:

Phone Support, Online Support, FAQs, Knowledge Base