Intelledox Comparison

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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, and other documents, streamlining cross-channel interaction across pipelines.
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical Customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
Starting from
Starting from
Starting from
Starting from
Starting from
/No info available/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
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User reviews

4.7

(10)

54321
7
3
0
0
0
  • Value for money
  • Features
  • Ease of use
  • Customer support

Pros

No data

Cons

No data
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features40
  • API
  • Approval Process Control
  • Archiving & Retention
  • Audit Trail
  • Automatic Notifications
  • Batch Processing
  • Claims Management
  • Collaboration Tools
  • Configurable Workflow
  • Custom Forms
  • Customizable Reporting
  • Digital Signature
  • Document Automation
  • Document Management
  • Document Storage
  • Drag & Drop Interface
  • Email Distribution
  • Email Integration
  • Email Marketing Management
  • Fixed Asset Management
  • Forms Management
  • Full Text Search
  • Graphical Workflow Editor
  • Lead Generation
  • Multi-Channel Communication
  • Offline Access
  • Policy Management
  • Print Management
  • Quote Management
  • Real Time Updates
  • Reporting & Statistics
  • Self Service Portal
  • Task Management
  • Template Management
  • Third Party Integration
  • Version Control
  • Watermarking
  • Web Forms
  • Work Order Management
  • Workflow Management

Integrations

  • Total integrations7
  • BigCommerce
  • Dropbox
  • Google Calendar
  • Google Drive
  • Magento
  • Mailchimp
  • Microsoft Excel
  • Microsoft Outlook
  • Office 365
  • PayPal
  • QuickBooks
  • QuickBooks Online
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
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