# IntelliMARS

> Business intelligence and CRM tool for sales organizations with Salesforce integration. (iPhone/iPad app by Phoenix American SalesFocus Solutions Inc.)

- Source: https://appshunter.io/ios/app/intellimars/id518731048 (this page in markdown: same URL + `.md`)
- Developer: [Phoenix American SalesFocus Solutions Inc](https://appshunter.io/developer/518731151)
- Category: Business, Finance
- Price: Free
- Rating: 4.00/5 from 3 App Store ratings · 5 written reviews indexed
- Age rating: 4+
- Requires: iOS 16.0 · 104 MB
- Languages: American English
- Released: 2012-05-15
- Data updated: 2026-06-05
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/intellimars/id518731048/reviews.md

## What is IntelliMARS?

Key Features and Benefits: 

	•	Get a 360-degree view of Firms, Offices, and Advisors and track all communication history with an Advisor.
	•	Ability to dynamically drill down into graphical views of specific market segments, product sales, and business relationships such as the performance of Firms, Offices, Reps, and Accounts.
	•	Gain visibility across distribution channels, product lines, and geographic territories.
	•	Manage CRM activities. Schedule calls, meetings, activities, and update contacts
	•	Ensure your sales organization is better prepared for each meeting, is more efficient in identifying the right opportunities, and is more effective during each sales call.
	•	View current market share and competitive analysis information.
	•	Gain insights into potential sales opportunities, reveal hidden trends, patterns, and outliers instantly
	•	Answer questions and address concerns - right on the spot
	•	Analyze sales and asset trends
	•	Identify top producers and cross-selling opportunities
	•	View Exchange Traded Funds (ETF) reporting
	•	View Executive and Wholesaler Trend Reporting

Salesforce Integration:

	•	Achieve single sign-on between Salesforce and IntelliMARS, and integrate CRM activities like events, tasks, emails, and notes.
	•	Track tasks, events, and emails efficiently with a clear dashboard showing past, present, and upcoming activities.
	•	Utilize the Global Search feature to search for Opportunities, Leads, Campaigns, Products, Users, Tasks, Events, Offices, Notes, Emails, and Reps.
	•	Leverage redesigned profiles with additional metrics, customizable sub-menus, app themes, and user-driven custom sections.
	•	Efficiently manage Rep updates, Contacts, and Accounts with new fields and enhanced organizational structure.

Note: To use IntelliMARS with your business data you must have a valid Username and Password provided by your organization. This application is not suitable for private users.

## Key features

- 360-degree business view
- Communication history tracking
- Graphical market analysis
- CRM activity management
- Sales opportunity identification
- Market share and competitive analysis
- Salesforce integration

## Recent user reviews (5 of 5)

All indexed reviews: https://appshunter.io/ios/app/intellimars/id518731048/reviews.md

### 2/5 — Limited connectivity; great dashboard

*2014-12-02, version 1.0.8*

This app provides limited connectivity at present, probably due to one of the recent IOS updpgrades. For a few months now I can only get connected while on Wi-fi. The app won't connect otherwise. I love the breadth of info available on the dashboard. I wish MARS was able to integrate the calendar with Outlook, I would use its lot more if that were the case!!!

### 5/5 — Great CRM app

*2012-07-26, version 1.0.4*

Excellent CRM app for sales and marketing professionals.

### 5/5 — Excellent

*2012-07-05, version 1.0.3*

This is a great business application. Nice user interface and lots of dashboards which provides enough information for the sales guys, managers and executives.

### 5/5 — Developer Note

*2012-05-24, version 1.0.2*

To use IntelliMARS with your business data you must have a valid Username and Password provided by your IT department. This application is not suitable for private users.

### 1/5 — So Far, Worthless

*2012-05-22, version 1.0.2*

It would be nice if they had more instructions on the use of this application.  There is nothing.  Download it, and it asks for you login ID plus password, and URL.  What?  Which one?  This might be a good app, but we'll never know now.

## Frequently asked questions about IntelliMARS

### What is IntelliMARS used for?

IntelliMARS provides a 360-degree view of firms, offices, and advisors, tracks communication history, and offers dynamic analysis of market segments and sales performance. It also manages CRM activities and integrates with Salesforce.

### Is IntelliMARS suitable for private users?

No, IntelliMARS is not suitable for private users. To use it with business data, you must have a valid Username and Password provided by your organization.

### Does IntelliMARS integrate with Salesforce?

Yes, IntelliMARS offers single sign-on with Salesforce and integrates CRM activities such as events, tasks, emails, and notes. It provides a clear dashboard for tracking past, present, and upcoming activities.

### What kind of insights can IntelliMARS provide?

IntelliMARS provides insights into potential sales opportunities, reveals hidden trends, patterns, and outliers instantly, and allows for the analysis of sales and asset trends. It also identifies top producers and cross-selling opportunities.

### What devices support IntelliMARS?

IntelliMARS is available for iPhone and iPad devices.

### How often is IntelliMARS updated?

The latest version of IntelliMARS is 10.2, and it was last updated on June 25, 2024. This indicates a relatively frequent update schedule.

### What is the user rating for IntelliMARS?

IntelliMARS has a rating of 4.0 stars based on 3 ratings, suggesting generally positive user sentiment among its current user base.

### Does IntelliMARS have ads?

IntelliMARS does not contain advertisements, as indicated by the 'hasAds' flag being false.

## Version history (last 5 releases)

### 10.2 — 2024-06-25

We introduced seamless single sign-on between Salesforce and IntelliMARS, facilitating the integration of Salesforce entities/objects.
	•	Integrate Salesforce CRM activities such as Events, Tasks, Emails, and Notes into IntelliMARS.
	•	Efficiently track Tasks, Events, and Emails with a clear stacked bar chart showing past, present, and upcoming activities within the Activities Dashboard.
	•	Enable an Advanced Global Search feature to fetch results across various categories including opportunities, leads, campaigns, products, users, tasks, events, offices, notes, emails, and reps. 
	•	Benefit from redesigned profiles, offering additional metrics in the Sales & Assets summary section.
	•	Customize sub-menus, app themes at the user level, and sections to align with individual workflows.
	•	Streamline the rep add/update process and introduce user-driven custom sections for a personalized experience.
	•	Implement profile screens for Contacts (Reps) and Accounts (Offices) with RecordType 'Other'.
	•	Introduced a Lead profile screen with edit options and added read-only support for Campaigns and Opportunities.

### 10.1.3 — 2023-09-21

* Added support for iOS 17

### 10.1.2 — 2023-04-25

Added:
 
 • Insights Module - This new module reveals hidden trends, patterns and outliers within Rep sales.
 • Rep Journey - This new feature segments a Rep using their sales data historically over time and tracks their Sales Journey with you.
 • Scores & Grades- The Scores and Grades section within a Rep profile details the measurements a Rep falls in under the created rules.
 • Ranking – This new feature uses Current and Prior Year Purchases, Redemptions, Net and Assets to rank a given Rep within the Rep Universe
 • Document Management module – Provides you the ability to add documents from your cloud repository, local device or Email to the app and link the same to a Rep.
 
Enhanced the following areas:
 
 • Global Search
 • Rep Query
 • Localization and geographical mapping of entities.
 • Additional Office section within Rep Profile.
 • Reporting
 • Navigation

Some bug fixes and performance improvements.

### 10.1.1 — 2022-07-10

* Support for Dark Mode
* Support for iOS 15.5
* Productivity Enhancements
* Some minor performance and bug fixes

### 10.1 — 2021-10-30

Support for iOS 15 and some bug fixes.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-05.*
