A board each rep works from, follow-up that runs itself, and a forecast the manager can trust - without a week of admin to keep it fed.
Onboarding is selective. Register and our sales team will review your business and be in touch.
Most CRMs fail sales teams the same way: they are built for the report, not the rep, so nobody keeps them up to date and the report is wrong anyway. Sales Intellect starts from the rep's day - who to call, what to send, what is next - and the pipeline, the attempts and the forecast fall out of that.
Each sales process is a board with stages you define. Every rep opens it to a list for today, logs the attempt with one click, and the next action date puts the lead back in front of them.
New lead in, wait a day, send the intro, wait three, send the case study, then hand it to the rep - built once, running for every lead, with the email history on the record.
Every opportunity carries a value, a chance and a close date, and the ones past their date or untouched for two weeks flag themselves for review. The number is the sum of the board, not a hope.
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 - "new lead in, send the intro, wait three days, send the case study, then hand it to the rep" - 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