Proposals, tenders, repeat clients and referrals - one system that knows where every opportunity stands and who owes whom a call.
Onboarding is selective. Register and our sales team will review your business and be in touch.
Engineering work is won on relationships and lost on follow-through: the proposal that went out and was never chased, the client from a finished project nobody stayed in touch with, the referral that sat in a partner's inbox. Sales Intellect keeps every client, proposal and contact on one record and makes the next step somebody's job today.
A fee proposal is submitted and the team moves on to billable work. The system schedules the follow-up, logs every attempt and shows the partner what is still open.
Tag clients by sector and stay in front of them with a quarterly note from your own domain - project news, a capability, a change in the code - so you are the firm they ring first.
Every opportunity with a value, a probability and a close date, on a board the whole firm can see, so resourcing and forecasting stop being guesswork.
Every enquiry, quote, note, call and email on one timeline, with the company and its contacts linked. No more "check with whoever spoke to them last".
Your pipeline on stages you define, each one handing the right person a list for today, with every attempt logged and nothing quietly forgotten.
A value, a close date and a chance of winning on every deal, so the forecast is a number you can read and the stale ones flag themselves.
Build it once - "proposal submitted, wait ten days, check in, then book a call with the principal" - and it runs for every lead after that, while the team gets on with the work.
A form on your website lands straight on the contact, tagged, assigned and already inside a workflow, instead of an email someone has to re-type.
Send to a list, drip it out over the day, and see who opened, who clicked and who replied - with the results written back onto each contact.
Our onboarding consultants learn how your business actually runs and build your fields, process, forms and first workflows with you. Prefer to see everything first? Here is the whole product.
Register your business