Features
Intelliflo Office
Enquiries from your site land straight in Intelliflo as a client record - no retyping, nothing sitting in an inbox.
Filed under Integrations. For Financial services.
What it does
Someone fills in a form on your website. The record appears in Intelliflo Office, where your firm already works.
That sounds small until you count what it removes: no copying names into a back office system, no enquiry going cold because the person who checks the inbox is on holiday, no two versions of the same client. Your website stops being a separate thing you have to remember to look at and becomes the front of the system you already run on.
How it works
Connect your firm's Intelliflo account once. From then on, every enquiry and quote request is pushed across as it arrives.
Delivery is retried if Intelliflo is briefly unavailable, so an enquiry is never quietly lost between the two.
You'll need
An Intelliflo Office account, and permission from whoever administers it to connect an application.
Next: Locations and opening hours →
Free review, no obligation - a real person comes back to you