See Sales Intellect at work.

01

Getting set up

Your customers, your follow-up and your calendar - the ground everything else stands on.

2:33

Contacts, your way

Every business tracks its customers differently. See how Sales Intellect lets you shape contact records, lists and searches around the way your business actually works.

2:29

Follow-up on autopilot

Let your CRM do the follow-up. See how Sales Intellect workflows watch for a form, a tag or a won deal and then send emails, tag customers and move them on, automatically.

1:55

Book a time with you

No more back and forth over email. Customers pick a time you are actually free, and everyone's calendar stays right. See Sales Intellect's booking page end to end.

02

Selling and getting paid

From a name on a list to a closed deal, a renewing plan and a paid invoice.

2:14

From list to sale

Turn a saved list of customers into real work. Put them on a sales board, log calls, book follow-ups and track the deals that come from it, all in Sales Intellect.

1:39

Plans that renew

Keep every plan renewing on time. See how Sales Intellect tracks subscriptions: recurring revenue, renewals due, each customer's terms and payments.

1:34

Getting paid

Invoices that look like your business, raised straight from the customer's record. See how to set up, issue and track invoices in Sales Intellect.

03

Marketing

Bring people in, and see which of your efforts turn them into customers.

1:50

One email, many customers

Send one email to the right customers at a pace your team can handle. See how to build an email campaign in four short steps in Sales Intellect.

1:46

Forms that fill your pipeline

Every enquiry lands straight on the customer's record. See how Sales Intellect forms are built, what happens when someone submits, and how each submission is kept.

1:35

From click to customer

See how people find your website and what they do next. Sales Intellect website funnels follow visitors from Google to a quote request or a call.