Intelledox Features

Intelledox

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

4.7/5 (10 reviews)

Intelledox Feature Summary

  • 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

Competitor Feature Comparison

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
Progress Tracking
Project Time Tracking
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
Learn moreCompare App
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
Progress Tracking
Project Time Tracking
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
Visit WebsiteCompare App
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
Progress Tracking
Project Time Tracking
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
Visit WebsiteCompare App

Intelledox Feature Reviews

10 reviewers had the following to say about Intelledox's features:

Salim Twalib

Intelledox Infiniti is a good Enterprise Workflow platfrom

2019-08-28

Pros

It is very easy to develop forms on Intelledox Infiniti.

Cons

Workflow and group management can get a little bit complicated if not well-designed!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Daniel Brindell

A PROVEN SOLUTION THAT WILL GROW WITH YOUR BUSINESS

2012-05-02

I would not hesitate in recommending Intelledox to anyone in any industry...if you deal in high volume or complex document generation, your business will definately benefit.

Pros

INTEGRATION - Seamless integration with our legacy data systems, giving us the capabilty to leverage, organise and present existing data easily.

Cons

None so far.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Michael de Raadt

Reinventing the business of education

2019-08-29

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

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

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Michael Browning

Great workflow and notification product

2019-08-28

Pros

For a notification and workflow tool, I do really like it and does work well with the Microsoft Office suite.

Cons

Usability - Difficult to navigate complex projects if you need to change anything. Formulas - particularly with dates, ranges do not work properly and often need to find a way around something

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Michael Henry

Infinti developer review

2019-08-30

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

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

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Mitchell Robinson

Intelledox Infiniti

2019-08-29

Pros

The ease of use for the design aspect of infiniti.

Cons

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

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Steph Prince

From a non-technical perspective

2019-09-11

The set up time for a complex job is well worth the ease, time and money we save in the long run.

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

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Melissa Cheniart

Good product but need more work in terms of functionality

2019-09-08

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
Features
Customer support

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Melanie Drago

Intelledox has improved our customer interactions

2019-09-04

I find them pleasant to work with and the product is one of the best out there.

Pros

The GUID for the form building is easy to use and very intuitive.

Cons

When you need to build in more complex features - this can be difficult without some IT knowledge

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Michael Lindsay

iUtopia Platform

2019-09-02

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.

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

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more