Intelledox

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

About 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.

Devices

Business size

S M L

Markets

Australia, United States

Supported Languages

English

Images

Intelledox request form
Intelledox formula
Intelledox importing projects
Intelledox form activity
View 5 more
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

Features

Total features of Intelledox: 84

  • API
  • Access Controls/Permissions
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Audit Trail
  • Batch Communications
  • Batch Processing
  • Booking Management
  • Broker / Agent Portal
  • Business Process Automation
  • Business Process Control
  • Chat/Messaging
  • Claims Management
  • Collaboration Tools
  • Compliance Tracking
  • Configurable Workflow
  • Customizable Dashboard
  • Customizable Forms
  • Customizable Reports
  • Dashboard
  • Digital Signature
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Forms
  • Electronic Signature
  • Email Distribution
  • Email Management
  • Email Marketing
  • Employee Handbook
  • Expense Tracking
  • File Sharing
  • Fixed Asset Management
  • Forms Creation & Design
  • Forms Management
  • Full Text Search
  • Graphical Workflow Editor
  • Insurance Rating
  • Interaction Tracking
  • Job Description Management
  • Lead Generation
  • License Issuance
  • Mobile Access
  • Multi-Channel Communication
  • Multiple Output Formats
  • No-Code
  • Offline Access
  • On-Demand Communications
  • Online Booking
  • Orientation Workflow Management
  • Permit Issuance
  • Personalization
  • Policy Management
  • Print Management
  • Process Change Tracking
  • Process Modeling & Designing
  • Process/Workflow Automation
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real-time Updates
  • Reinsurance Administration
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Restriction Management
  • Self Service Portal
  • Task Management
  • Template Management
  • Templates
  • Third Party Integrations
  • Underwriting Management
  • Version Control
  • Visual Workflow Management
  • Watermarking
  • Web Forms
  • Work Order Management
  • Workflow Configuration
  • Workflow Management

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Reviews

Overall rating

4,7 /5
(10)
Value for Money
4/5
Features
3,9/5
Ease of Use
4,1/5
Customer Support
4,6/5

Already have Intelledox?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 10
Michael D.
Overall rating
  • Industry: Primary/Secondary Education
  • Company size: 501-1 000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Reinventing the business of education

Reviewed on 2019/08/29

The adoption of an electronic forms system has changed the way we gather information and control...

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.

Melissa C.
Overall rating
  • Industry: Government Administration
  • Company size: 201-500 Employees
  • Used Other for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Good product but need more work in terms of functionality

Reviewed on 2019/09/08

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

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

Steph P.
Overall rating
  • Industry: Transportation/Trucking/Railroad
  • Company size: 1 001-5 000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

From a non-technical perspective

Reviewed on 2019/09/11

Intelledox has given us a very reliable and smart way to generate bulk recurring letters and emails...

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.

Michael H.
Overall rating
  • Industry: Government Administration
  • Company size: 5 001-10 000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Infinti developer review

Reviewed on 2019/08/30

Using the Intelledox Infiniti product has improved the overall process by reducing confusion for...

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.

Mitchell R.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Intelledox Infiniti

Reviewed on 2019/08/29

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.

Showing 5 reviews of 10 Read all reviews

Intelledox FAQs

Below are some frequently asked questions for Intelledox.

Intelledox offers the following pricing plans:

  • Starting from:
  • Pricing model: One Time License
  • Free Trial: Available

Contact Intelledox for pricing details.

We do not have any information about Intelledox features

Intelledox has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

Intelledox supports the following languages:

English

Intelledox supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Intelledox integrates with the following applications:

Content Hub, DocuSign, Microsoft SharePoint, OpenText ECM, SAP Business One, Salesforce Sales Cloud

Intelledox offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for Intelledox.