The context for your next conversation.
Details, preferences and recent activity at a glance.
Sarah MitchellActive
Oakfield Property Services
Quote Q-1042 viewedToday, 09:08
The details tell a story.
Insights joins the dots.
Insights reads the notes, emails and payments, then suggests what to do next. You decide.
Insights
Interest is warm. It’s a good time to follow up.
High priorityFollow up on the boiler quote
Medium priorityCheck the outstanding balance
Low priorityConfirm access before the visit
Draft follow-up
Hi Sarah, do you have everything you need for the boiler quote? Happy to talk through the next step. Thanks, Tom.
Boiler replacement at Oakfield House
Same customer.
Every conversation.
- Threaded email with attachments and signatures.
- SMS from the record, when enabled.
- Calls logged against the contact.
One record. Every tab.
Pick up the thread.
Threaded email, plus mail sent outside Intrflex captured by CC.
Sarah Mitchell09:14
“Could you send over the boiler specification?”
Tom replied · boiler-specification.pdf09:28
The next promise, remembered.
Follow-ups by email, SMS or push, for staff or the customer.
Confirm the keyholderThu 10:30 · SMS to Sarah
Call about the quotePush to Tom
Send boiler specificationDone
Every document, in context.
Every quote and invoice, with status, balance and when it was viewed.
Q-1042 · Boiler replacementViewed 3 times · £4,800
INV-0986 · Previous worksDue Friday
Outstanding£2,400
Know where the work happens.
Customer sites with map pins and points of interest.
Oakfield House
Plant room access
Clifton Mews
Understand the time on site.
Recorded versus scheduled time, with unusual visits flagged.
Oakfield House4 h / 4 h
Clifton Mews Unusual visit7 h / 4 h
Time-recording coverage9 of 10 jobs
A direct line to your customer.
Requests, dates, messages and files from the customer.
Sarah’s portal accessEnabled
Boiler replacement enquiryRequest received
“Thursday morning works for us.”
From “I’ll take a look”
to knowing where the money stands.
- Unrealised
- £0
- Invoiced
- £17,400
- Paid
- £12,600
- Outstanding
- £4,800
Quote sent£4,800
ViewedTuesday, 09:15
Viewed againWednesday, 14:20
AcceptedThursday
Deposit paid£2,400
Balance outstanding£4,800 due
Keep the little things
from becoming loose ends.
Reminders
Email, SMS or push, to staff or the customer.
Confirm the keyholderDone
Visit and labour analytics
Recorded versus scheduled time, by site and person.
Oakfield House
Clifton Mews Unusual visit
Form requests
Send a form before the visit and track the reply.
Site access
PendingBoiler survey
Connected accounting
Link the contact to Xero or QuickBooks.
xeroLinked
QuickBooksLinked
Let customers request work and agree the next step.
Customers raise requests, agree dates, message your team and share files. You turn requests into jobs or quotes.
Customer portal
Sign in
Login
sophie@acmeheating.co.uk
Password
••••••••
Set up password
Customers and contacts sign in from a branded link with their own password.
New request
Submit a request
Type
Job request
▾
Title
Annual boiler service
Preferred date
Thu 18 Jul · 10:30
Customers raise the work themselves with the right details captured up front.
Quote
Awaiting youCombi boiler swap
£1,860.00
Valid for 14 days
Download PDF
Quotes and invoices open in the portal, so customers act without picking up the phone.
Schedule
Negotiate a date
T
Thu 18 Jul · 10:30
Tenant proposed
C
Fri 19 Jul · 09:00
Awaiting your reply
Tenant and customer propose, counter, and align on the right date without back-and-forth calls.
Customer details.
Kept in safe hands.
AWS hostingEncrypted storage
Role-based permissions control who can see and change contact data.
Contact management, explained.
Can I import my existing contacts? + -
Yes. Import your list and organise it with tags. Contacts whose email is already in Intrflex are skipped.
Can I email customers from Intrflex? + -
Yes. Send and reply from the contact with attachments and signatures, and capture outside email with a CC address.
Can I send SMS messages? + -
Yes, when SMS is enabled on your account. You see the segment and credit cost before sending.
Does it connect to Xero and QuickBooks? + -
Yes. Link each contact to its customer in Xero or QuickBooks.
How does the customer portal work? + -
Customers sign in to raise requests, agree dates, message you and share files. Your team turns requests into jobs or quotes.
Your next customer call starts here.
Give your team the context to make every conversation count.