Intelledox Pricing, Features, Reviews & Comparison of Alternatives

Intelledox

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

4.7/5 (10 reviews)

Intelledox overview

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.
www.intelledox.com

Pricing

Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Asia, Australia, Europe

Supported languages

English
Intelledox screenshot: Intelledox request form Intelledox Next Generation FormsIntelledox screenshot: Intelledox formulaIntelledox screenshot: Intelledox importing projects Intelledox screenshot: Intelledox form activity Intelledox On Demand Customer Communications ManagementIntroduction to Intelledox and Digital Transformation

Intelledox reviews

Excellent
7

Very good
3

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.0
  3.9
  4.1
  4.6
Michael de Raadt

Reinventing the business of education

Used daily for 2+ years
Reviewed 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
Features
Customer support

Likelihood to recommend: 10/10

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Steph Prince

From a non-technical perspective

Used daily for 2+ years
Reviewed 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
Features
Customer support

Likelihood to recommend: 6/10

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Michael Henry

Infinti developer review

Used daily for 2+ years
Reviewed 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
Features
Customer support

Likelihood to recommend: 9/10

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Mitchell Robinson

Intelledox Infiniti

Used daily for 2+ years
Reviewed 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
Features
Customer support

Likelihood to recommend: 10/10

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Michael Lindsay

iUtopia Platform

Used daily for 2+ years
Reviewed 2019-09-02
Review Source: Capterra

We needed a platform which we could easily develop and take to the market. We needed the ability to have offline capabilities to deliver our solution, which this product has.

Pros
The software was very easy to deploy. You don't need to be a full-on developer to get the product off the ground.

Cons
We havent come across too many issues. The configuration becomes a lot faster, the more you have used the product.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Intelledox pricing

Pricing options
Free trial
Subscription
View Pricing Plans

Contact Intelledox for pricing details.

Intelledox features

API
Audit Trail
Automatic Notifications
Customizable Reporting
Document Storage
Reporting & Statistics
Third Party Integration
Workflow Management

Activity Dashboard (423 other apps)
Activity Tracking (276 other apps)
Auditing (312 other apps)
Compliance Management (289 other apps)
Custom Fields (229 other apps)
Data Import/Export (313 other apps)
Inventory Management (307 other apps)
Inventory Tracking (262 other apps)
Invoice Management (234 other apps)
Monitoring (237 other apps)
Real Time Data (285 other apps)
Real Time Reporting (239 other apps)

Additional information for Intelledox

Key features of Intelledox

  • Access Controls/Permissions
  • Alerts/Notifications
  • Approval Workflow
  • Batch Communications
  • Broker / Agent Portal
  • Business Process Automation
  • Business Rules Management
  • Calendar/Reminder System
  • Chat / Messaging
  • Collaboration
  • Compliance Tracking
  • Customizable Dashboard
  • Digital Pen Support
  • Document Archiving
  • Document Capture
  • Document Retention
  • Drag & Drop
  • Electronic Forms
  • Electronic Signature
  • Employee Handbook
  • Expense Reporting
  • File Sharing
  • Forms Creation & Design
  • Insurance Rating
  • Interaction Tracking
  • Job Description Management
  • License Issuance
  • Multiple Output Formats
  • No-Code
  • On-Demand Communications
  • Orientation Management
  • Permit Issuance
  • Personalization
  • Process Change Tracking
  • Process Mapping
  • Process Modeling & Designing
  • Process/Workflow Automation
  • Profile Management
  • Purchasing & Receiving
  • Quotes/Proposals
  • Reinsurance Administration
  • Reminders
  • Reporting/Analytics
  • Restriction Management
  • Security & Encryption
  • System Audit Reporting
  • Templates
  • Third Party Integrations
  • Travel Booking
  • Travel Planning
  • Underwriting Management
  • User Access Controls
  • Visual Workflow Management
  • WCAG Compliance
  • Workflow Configuration
View All Features