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Smartvisor CRM

What is Smartvisor CRM?
Smartvisor is a CRM platform purpose-built for Mutual Fund Distributors (MFDs). It centralizes your leads, client portfolio data, SIP tracking, follow-up reminders, and performance reports — all in one place, accessible from any device.
Who should use Smartvisor?
Smartvisor is ideal for individual Mutual Fund Distributors, financial advisors, and small to mid-size advisory firms who want to manage client relationships, track investments, and grow their AUM without juggling spreadsheets or multiple tools.
Does Smartvisor support SIP tracking and renewal alerts?
Yes. Smartvisor automatically tracks SIP schedules and sends timely renewal alerts so you never miss a follow-up. This helps reduce client attrition and keeps your AUM growing consistently.
Is Smartvisor available on mobile?
Yes, Smartvisor is available on both Android and iOS. You can manage your client portfolio, update leads, and view reports on the go — anytime, anywhere.
How does Smartvisor help grow my MFD business?
Smartvisor streamlines your entire client lifecycle — from lead capture to portfolio review — reducing manual work and giving you more time to focus on client acquisition. Data-driven insights help you identify opportunities and take action faster.
Is client financial data safe inside Smartvisor?
Yes. Smartvisor uses industry-standard encryption to protect all client data. Access is role-based, and your data is never shared with any third party.

DMS – Distribution Management System

What is a Distribution Management System (DMS)?
A DMS is software that digitizes and automates your distribution operations — including order management, inventory tracking, dealer/retailer management, route planning, and reporting — replacing manual processes with a single connected platform.
Who benefits most from the DMS?
The DMS is ideal for manufacturers, FMCG companies, wholesale distributors, and businesses with a multi-tier dealer or retailer network that need real-time visibility into supply chain and sales operations.
Does DMS support real-time inventory tracking?
Yes. The DMS provides real-time inventory levels across warehouses and distribution points. You can set low-stock alerts, track movement, and prevent stockouts or overstocking — all from a single dashboard.
Can DMS integrate with existing ERP or accounting software?
Yes, the DMS supports API-based integrations with popular ERP and accounting platforms. Our technical team works with you to ensure a smooth connection with your existing systems.
How quickly can DMS be implemented?
Standard implementation is completed within 1–2 weeks. For larger deployments with custom integrations, our team provides a tailored timeline and dedicated onboarding support.
Can dealers and retailers place orders directly through DMS?
Yes. The DMS includes a dealer/retailer ordering portal where your channel partners can place orders, check stock availability, and track delivery status — reducing the need for manual order collection.

Field Front App

What is the Field Front App?
Field Front is a field employee management application that gives managers complete visibility over their field teams. It includes GPS-based attendance, live location tracking, task management, expense reporting, and daily performance summaries.
How does GPS tracking work in Field Front?
Field Front uses the device's GPS to track real-time location of field staff. Managers can view live maps, review movement history, and verify attendance based on geo-fenced locations — all from a central dashboard.
Can Field Front work offline?
Yes, Field Front supports offline functionality for core features like attendance marking and task updates. Data syncs automatically when the device reconnects to the internet — no information is lost.
What reports does Field Front generate?
Field Front generates daily visit reports, attendance summaries, expense claims, task completion rates, and team performance dashboards — giving managers actionable data without chasing updates manually.
Is Field Front suitable for small teams?
Absolutely. Field Front is designed to scale — it works equally well for a team of 5 or 500. Pricing is flexible and plans are available for businesses of all sizes.

AQI Path App

What is AQI Path?
AQI Path is a real-time air quality monitoring and route optimization app. It shows current Air Quality Index (AQI) levels for your area and suggests the cleanest, safest routes for your daily commute or outdoor activity.
How does AQI Path calculate air quality?
AQI Path pulls data from certified air quality monitoring stations and satellite sources, processing it to display accurate, real-time AQI readings across different zones and routes in your city.
Does AQI Path work in real-time?
Yes. AQI Path refreshes air quality data at regular intervals so you always see current conditions. You can also set up notifications that alert you when AQI levels in your area cross a threshold you define.
Which cities and regions does AQI Path cover?
AQI Path currently covers major cities and regions across India. Coverage is continuously expanding as more monitoring data sources are integrated. Check the app for the latest availability in your area.
Who is AQI Path designed for?
AQI Path is designed for health-conscious individuals, outdoor workers, cyclists, runners, and parents — anyone who wants to make informed decisions about when and where to go outdoors based on real air quality data.

Pricing & Plans

How is pricing determined?
Pricing is based on your team size, required features, and contract duration. We offer flexible monthly and annual plans suitable for small businesses as well as enterprise-level organizations. Contact us for a custom quote tailored to your needs.
Is a free demo or trial available?
Yes! We provide a completely free live demo for all our products. Fill out the contact form or call us directly — our team will demonstrate the product and answer all your questions in a dedicated session.
Are there any hidden charges?
No. The quoted price includes everything. There are no hidden fees or surprise charges. Everything is clearly communicated upfront before you commit.
Is a long-term contract required?
No, we offer flexible subscription options. Both monthly and annual plans are available. Annual plans typically come with better pricing and added benefits.

Technical & Support

Are mobile apps available?
Yes, Smartvisor and Field Front are both available on Android and iOS. The DMS web portal is also fully mobile-responsive so you can access it from any device.
How long does implementation take?
Standard setup is typically completed within 1–2 weeks. For complex custom integrations, the timeline depends on the project scope. Our implementation team supports you throughout the entire onboarding process — from setup to training.
Is our data secure and private?
Absolutely. We use industry-standard SSL encryption and a secure cloud infrastructure. Your data is completely private, encrypted, and protected. It is never shared with any third party.
What kind of technical support is available?
We provide dedicated support via email, phone, and WhatsApp. Quick responses are guaranteed during business hours. Personalized training sessions are also included during the onboarding period.
Can your products integrate with existing software?
Yes, we support API integrations with popular platforms. For custom integration requirements, speak with our technical team — we tailor solutions to fit your specific business needs.
What should I do if I encounter a bug or issue?
Contact us directly — report the issue to info@intellimax.io or call +91 9202916254. We will investigate promptly and provide a fix. Critical issues receive priority support.

Company & General

Where is Intellimax located?
We are based in Indore, Madhya Pradesh — B-603 BCM Paradise Nipania, Indore – 452001. We serve clients across India with both remote and on-site support.
Do you build custom software?
Yes, custom software development is one of our core services. We build tailored solutions for your specific business requirements — workflows, integrations, UI/UX — for startups and enterprises alike.
Which industries do you serve?
We primarily serve financial services (mutual fund distributors), FMCG & distribution companies, and field-force dependent businesses. Through custom software, we have also worked with clients in retail, healthcare, and logistics sectors.
How can I get in touch?
You can reach us through any of the following:

📧 Email: info@intellimax.io
📞 Phone: +91 9202916254
💬 WhatsApp: wa.me/919202916254
🏢 Address: B-603 BCM Paradise Nipania, Indore, MP – 452001

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