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Hi,I have been searching long and hard to find a solution that is as powerful and straight forward as intervals appears. Before I purchase though, I would love to know if it is possible to;
Intervals doesn't really do traditional CRM with leads, opportunities and a funnel like salesforce.com or SugarCRM. You can use a sales project to manage leads, sales templates, etc. but it is not true CRM. It is more like light CRM. Another option is to use the clients section with sales/qualifying projects to track tasks, notes, documentation, etc. Also, Intervals does not have a bulk email mechanism. Everything else above can be done via the email/work request queue and the API. Here is some documentation on the API if you have any interest on exploring that option.
Comments are closed.For more Intervals help documentation, please visit help.myintervals.com