Intellistant
4.9 out of 5 starsRatings and Reviews 0 Ratings
Ratings and Reviews 11 Ratings
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What is Psalm?
Psalm is an innovative cloud-based CRM and business management solution crafted for small businesses that need to create quotes before finalizing sales. It adeptly manages inquiries, reminders for follow-ups, price quotes based on diverse criteria like size and quantity, as well as sales orders, invoices, and payment workflows. Clients can conveniently accept quotes online, which transition smoothly into orders that allow for deposit and staged payment options, accompanied by invoices that eliminate the need to re-enter line items. Moreover, Psalm tracks outstanding balances and categorizes overdue amounts into 30, 60, and 90-day intervals for better financial oversight. Users can customize their documents by adding their business logos, colors, and letterheads, enhancing brand identity. Additionally, the platform includes a guided importer that integrates with Excel and Google Sheets, and subscribers to paid plans gain access to an AI assistant that utilizes business records to increase operational efficiency. Pricing is structured per organization, featuring a free tier for a single user to manage invoices, quotes, and customer interactions, with paid options available at £39/month for up to three users, £99/month for up to fifteen, or £199/month for up to fifty users. A 14-day risk-free trial is available without requiring credit card information, giving businesses the chance to explore the platform's capabilities prior to making a commitment. This level of flexibility not only allows small enterprises to select a plan that meets their specific requirements but also equips them with valuable tools to enhance their operational efficiency and growth potential. By utilizing Psalm, small businesses can streamline their processes and improve their overall productivity.
What is Intellistant?
Intellistant goes beyond being merely a CRM tool for business automation; it serves as a comprehensive business assistant. With a full suite of essential modules, it facilitates lead generation, manages quotations, invoices, and payments, and includes a tax calculator. The platform also features a field force reporting system and an inventory module to keep tabs on stock movements. Additionally, it offers analytics and reporting tools that empower swift decision-making for your business. Each client benefits from a dedicated database and a unique stand-alone application, which guarantees the security and confidentiality of their data. This combination of features makes Intellistant an invaluable partner for businesses looking to streamline their operations and enhance productivity.
Media
No images available
Integrations Supported
API Availability
API Availability
Has API
Pricing Information
£39/month
Free for one person using invoices, quotes and customers. Monthly company plans: £39 for up to 3 people, £99 for up to 15, and £199 for up to 50. Annual billing is £390, £990 and £1,990 respectively (two months free). The 14-day trial requires no card. Jordan Labs Ltd is not VAT registered, so prices include everything.
Free Version
Free Trial Offered?
Pricing Information
$20.00/month/user
Free Trial Offered?
Supported Platforms
SaaS
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
Linux
Customer Service / Support
Web-Based Support
Customer Service / Support
24 Hour Support
Training Options
Documentation Hub
Training Options
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Jordan Labs Ltd
Date Founded
2026
Company Location
United Kingdom
Company Website
psalmcrm.com
Company Facts
Organization Name
Infolink Technologies Pvt.Ltd
Date Founded
2004
Company Location
India, USA
Company Website
www.intellistant.com
Categories and Features
Categories and Features
CRM
Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management