Run your own pipeline on it, then put your clients on it too: website forms, automated follow-up and email campaigns, with an API you can wire into anything.
Onboarding is selective. Register and our sales team will review your business and be in touch.
An agency sells twice: its own proposals, and the results it delivers for clients. Sales Intellect does both. Your pipeline, proposals and retainer clients on one board, and a CRM you can deploy for a client in an afternoon - forms that drop straight onto a contact, workflows you build for them, and a REST API with a coding reference you can hand to a developer.
The deck went out on Friday and the follow-up never happened. The system chases at the intervals you set and puts the account manager back on it the moment there is a reply.
Every form you build lands as a tagged record inside a workflow, so the client sees the enquiries and the follow-up you set up, and you get the credit for the results.
Deploy an organisation per client, style the forms to their site, connect the API to whatever they already run, and support them from one place. It is your recommendation, and it works.
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 sent, wait four days, send the case study, then book a call" - 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