White glove service from a team that cares about your success

Right from our first chat, you can be sure that you’ve got the full might of the Intelocate team behind you. We pride ourselves in our hands-on approach, dedication to customer success, and an unflinching desire to help our customers attain maximum operational efficiency, every day.

John Gurley

We believe in taking a hands-on approach to onboarding and supporting our clients. Unlike other solutions where you’ll need to hire a third party for setup, integrations, and training, Intelocate aims to build lasting relationships by fostering a trusting environment with constant two-way communication.

Our success can’t be achieved without the success of our customers. This means properly explaining system logic, assisting with integrations, helping with your setup, offering best practice suggestions, discussing feature enhancements, and being hands-on with training.

John Gurley, Senior Director of Customer Success

Our Typical Onboarding Process

While we tailor our onboarding approach to each customer’s specific needs, there are several fundamental steps in our onboarding process that are key to the success of every project.

A team having a meeting

Requirement Gathering

Our Customer Success team will schedule a call with your key stakeholders to understand your organization’s operations and structure, required features, internal timelines, and more.

System Configuration

This crucial step involves defining user roles and permissions, task and issue category structure, building custom forms, and creating asset templates.

Integrations

We can collaborate with you to set up various APIs for integrating user, location, and KPI data from other sources. Intelocate also offers bulk uploading features for user and location data.

More About Integrations

Processes & Automations

After building your organizational structure and populating your environment with data, we’ll assist in creating necessary automations, such as specifying roles or individuals to receive tickets related to IT or operational events.

Testing & Training

You’ll start creating tasks and issue tickets, checking assignments, and coaching your teams on system interaction. Our team is available to help with training at various organizational levels. We strongly recommend a pilot or soft launch, allowing you to refine processes on a smaller scale and facilitating initial platform adoption.

Go Live

When you’re ready to go live, our team is here to provide additional training if needed. We’ll schedule regular meetings to ensure your ongoing success, assist with processes, and discuss any feature ideas or improvement suggestions for the platform.

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Intelocate is trusted by companies like

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Wondering if Intelocate is right for your organization?

Let’s book a chat to discuss your needs, and explain the ways in which Intelocate can help introduce efficiencies to your processes!

Let's Chat

Explore More Intelocate Features

Intelocate is packed full of powerful features to help you streamline your organization’s day-to-day operations – check out some of our other key features below.

Task Management

Effortlessly design tasks and projects, assigning them to individuals, teams, specific locations, or your entire organization.

Task Management Learn More

Issue Reporting

Create custom categories to monitor issues, with automatically assignment to the relevant department or personnel.

Issue Reporting Learn More

Communications

Communicate seamlessly, with all correspondence logged in its respective task or issue ticket, ensuring complete transparency.

Communications Learn More

More Features

Beyond our core features, Intelocate offers a growing range of tools designed to optimize and streamline your operations.

More Features Learn More

What Intelocate Customers Say

Intelocate is a critical platform for our Operations Department. Once issues are logged we allocate to the relevant team for resolution within our agreed deadlines. Our experience with Intelocate has been great, and one that we are very happy with.

Stephen N
Operations Support Manager

Intelocate has helped us to streamline communications with stores for supply order requests, maintenance requests, and much more. It has greatly reduced requests through email, which was our primary objective.

Danielle L
Project Lead, Operations

This incredible tool has helped our organization increase productivity and maximize time management across our entire company. We love it, and would recommend it for any business!

Attique R
Director of Operations

Intelocate makes it simple to navigate, sort, assign and execute follow-up on a variety of tasks and/or issues. It has helped me to better manage cumbersome tasks and issues that would otherwise be flooding my e-mail inbox, or having me bombarded with texts and calls.

Jeremy B
Region Manager

As the majority of our employees work the retail sales floor, being able to review all outstanding issues in one single place is vital to completing tasks on time so those of us in the Corporate Office can get the responses and feedback we need.

Jennifer D
Director of Sales Execution

Intelocate allows us to quickly and accurately submit issue tickets and has greatly reduced issue resolution time, leading to an increase in employee satisfaction as they can quickly see the status of reported issues.

Drew D
District Manager

Intelocate has worked well for us, allowing automation of planned preventative maintenance and statutory legal H&S checks in our stores. The mobile application allows us to view data on the go and has been a game changer for regional managers

Paul M
Health & Safety Manager

Intelocate has reduced the time spent dealing with issue resolution across the business. As a result, we have learnt about new issues as users feel more confident (and it takes less time) to log other issues as they come up.

Rupert B
Central Operations Manager

Intelocate is a partner that we can rely on to help us reduce complexity, get issues resolved, and tasks completed. Since integrating the platform, we’ve seen major benefits across the entire organization.

Jason B
Chief Operating Officer

Read the Latest Insights from Your Intelocate Team

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Reimagining Retail Operations: The Urgency of Efficiency

In the post-COVID reality of multi-location business, establishing true operational efficiency is now crucial for long-term success,