Sales Intellect is one Australian CRM for your contacts, your sales process, your marketing and your subscriptions - with the follow-up running itself. Your team stops remembering and starts selling.
Onboarding is selective. Register and our sales team will review your business and be in touch.
Build your sales process on stages you define. Each rep opens a board that says who is new, who is due a call and who has gone quiet - log what happened in one click, and the next date brings them back.
Quotes and opportunities of your own types, each asking its own questions. The forecast adds itself up by month, and a deal past its date or untouched for two weeks asks to be reviewed.
Draw it on a canvas: a form, a date, a deal or a website visit starts it; it waits, checks, emails, tags and hands people to your team. Every run can be drawn over the workflow it walked, so "why did they get that email?" always has an answer.
Build forms in a drag-and-drop designer - several steps, conditions, uploads, and hidden fields that catch your ad tags - and put them on your website. Add a Stripe payment and the submission is recorded once the money arrives, with the contact, subscription, invoice and welcome email following on their own.
Choose the people on the contacts page, design the email or start from a template, and send it spread over the day so it lands well. Every open, click and unsubscribe is written back onto the contact.
Draw your website funnel - landing pages, events, forms, bookings - and watch visitors flow through it, split by the ad, search or email that first brought them. Facebook ad spend is set against the results, ad by ad.
Search on any field, tag, list, form or deal, with counts as you tick. Save it as a View the team shares, cross any two things in a matrix, and every number opens the people behind it - ready to tag, email or put on a board.
Sell plans with their own term and price, keep every term and payment on record, and see renewals coming. Invoices are numbered in your own layout and paid online. Members sign in to your WordPress site with access that follows their plan.
The unglamorous half of a CRM is the half that decides whether your team keeps using it in month six.
Products, properties, vehicles or jobs as records of their own, linked to the people interested in them - with a match desk that finds the right buyer.
Two-way sync with your mailbox calendar, and booking pages with your hours and your buffer between appointments.
Roles from owner to member, and access groups that limit someone to some of your contacts. One sign-in across more than one business.
A documented REST API with tokens, so your website, your job software or your accountant's system can read and write the same records.
Who changed that field, who signed in from where, what a workflow did and when. Kept for as long as you need it and no longer.
A help desk built into the app, answered by the same team that onboarded you. Australian hours, Australian time zone.
Our onboarding consultants sit down with you, learn how your business actually runs, and set up Sales Intellect around it.
A few details and about a minute. It creates no account - it starts a conversation.
We take on a limited number of businesses at a time, so a person reads every registration and rings you to talk it through.
Your fields, your sales process, your forms and your first workflows - built with you, then handed over running.
Tell us who you are and what you need. Our sales team will review it and be in touch to work out whether Sales Intellect is the right fit for you.
Register your business