What it does
Intrix combines customer and contact records with sales opportunities, activities and reporting. Calendars and resource planning connect meetings and service work to the same customer context, with configurable user access.
Keep the Intrix opportunity and its next activity together. Calls, appointments and reminders remain associated with the customer as an enquiry moves through stages. Assign the quote follow-up to its responsible person so the proposed work has a clear next action.
The shared calendar displays colleagues' schedules, and the resource planner can include vehicles or rooms. A visit requiring a particular vehicle needs both the person and that resource to be available.
Customization scope
| Package | Main distinction |
|---|---|
| Basic | Standard CRM with minor adjustments |
| Advanced | Wider tailoring |
| Unlimited | Further customization and integration scope |
| Private Cloud | Separately quoted local-server setup |
Hosted packages use per-user subscriptions with monthly or annual billing. The CRM page offers a thirty-day trial: register with name, company, email, password and phone, and select CRM as the application. Define required fields, access and connected systems before agreeing a customized deployment.
Strengths
- Sales activities retain their associated customer context
- Resource planning can include vehicles and rooms alongside people
Best for
- Sales teams coordinating customer follow-up with shared people and field resources
Sources
- Intrix official product and access information (Oct 27, 2026)
- Intrix CRM and trial registration (Oct 27, 2026)
- Intrix - the complete CRM and project management solution | INTRIX (Oct 26, 2026)