Sales Intellect
What Sales Intellect does

Every enquiry followed up. Every deal accounted for.

One Australian system for your contacts, your sales process, your quotes and your marketing - 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.

One recordEvery contact, in full
Zero data entryForms feed the pipeline
Your domainEmail sent as you
Australian builtMade, hosted and supported here
Contacts

One record per customer, and it is the whole story.

Fields you define, notes, files, emails sent, forms filled in, pages visited and every change anyone made - on one timeline, in order. No more "check with Dave, he spoke to them last".

  • Companies and people, linked, with fields on both
  • Advanced search that counts as you tick, then acts on the lot
  • Every field change stamped with who changed it and when
Sales processes

Your playbook, on a board that tells each rep who is next.

Build the way you actually sell - the stages, the wait times, the goals - and the board hands every rep a list for today. Nothing sits in a spreadsheet waiting to be noticed.

  • Every call attempt logged, so the next person knows what happened
  • Goals that measure themselves off the contact's own fields
  • Missed follow-ups surface instead of quietly disappearing
Opportunities

What is on the table, what it is worth, when it lands.

Every quote is a record with a value, a close date and a chance of winning, so a forecast is something you read rather than something you assemble on a Friday afternoon.

  • Ask your own questions per opportunity type
  • Needs review: open, past its close date or gone quiet
  • Full audit trail - every answer change kept, with its author
Workflows

Build the follow-up once. It runs for every customer after that.

Drag it out on a canvas: a form comes in, wait two days, send this, if they clicked do that, otherwise put them on a rep's list. Tags, forms, field changes, dates and won deals can all set one off.

  • Date triggers: renewals, birthdays, "twelve months since"
  • A draft you edit and a released version that runs, kept apart
  • Call another system's API as a step, no developer required
Forms and bookings

Enquiries arrive as records, not as emails to re-type.

Build a form, drop it on your website, and what someone types lands straight on their record - tagged, assigned and already inside a workflow. Give every rep a booking page and let customers pick a time.

  • File uploads, conditional questions, spam protection
  • Website tracking that ties a visit back to the person
  • Booking pages with your hours, your buffer, your invite
Email marketing

Send from your own domain, and see what it brought back.

We verify your domain properly, so campaigns arrive as you and land in the inbox. Opens, clicks and unsubscribes go on the contact record beside everything else you know about them.

  • Broadcasts to a saved search, sent at a sensible rate
  • Templates your team reuses instead of rewriting
  • Unsubscribes honoured permanently, as the law requires
And the rest of it

The parts you only notice when they are missing.

The unglamorous half of a CRM is the half that decides whether your team keeps using it in month six.

Search that answers questions

"Everyone in 3056 with a system over ten years old we have not quoted." Tick, tick, done - then tag, email or export the lot in one go.

Roles that fit a real team

Owner, administrator, sales manager, member. People can belong to more than one business and switch between them with one sign-in.

Meta ad performance

Spend, reach and cost per lead sitting beside the leads the ads actually produced, instead of in another tab nobody opens.

An open API

A documented REST API with tokens, so your website, your job software or your accountant's system can read and write the same records.

Audit trails and sign-in history

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.

Support from people who set it up

A help desk built into the app, answered by the same team that onboarded you. Australian hours, Australian time zone.

How we start

You do not have to build this on your own.

Our onboarding and sales consultants sit down with you, learn how your business actually runs, and get your own rules and practices automated on Sales Intellect.

Register your business

Four details and about a minute. It creates no account - it starts a conversation.

We review and call you

We take on a limited number of businesses at a time, so a person reads every registration and rings you to talk it through.

We set it up with you

Your fields, your process, your forms and your first workflows - built with you, then handed over running.

Ready when you are

Let's talk about your business.

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