This solution is available as part of:  Intelidy Pro

Intelidy manages and stores critical information on your customers and also includes budgeting features with automated balance reporting.

Organize data and manage projects, communications, and important events or tasks easily with Intelidy’s customer management module.

  • Customizable
  • Budgeting and management
  • Tracks records and events
  • Client/customer calendar with tasks

Easy Data Management

  • Tracking features make it easy to manage and access data
  • You decide what you want to monitor and track

Learn More About Key Features:

Client / customer calendar with tasks.