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.
What this video answers
What is Sales Intellect?
An Australian CRM built around one thing: selling. Your customers, your sales team, your marketing and your invoices, all in one place.
Watch this part (0:07)What can I keep on a contact record?
Your own sections and fields, so every record holds what your business needs to know. Every call, note, deal and invoice is kept on the customer's history, so anyone on the team can pick up where the last person left off.
Watch this part (0:21)How does Sales Intellect help a sales team?
Each person gets a board of who to call today. They record what happened in a click, and the next follow-up date brings the customer back at the right time. Deals carry a value, a close date and a chance, and the forecast adds itself up.
Watch this part (0:46)Does Sales Intellect automate follow-up?
Yes. Workflows start from a form, a tag, a date or a won deal, then wait, check, send the emails and hand customers to your team, the same way every time.
Watch this part (1:07)What marketing tools does Sales Intellect include?
Drag-and-drop forms for your website that save every answer to the contact, email campaigns personalised for each customer and paced across the day, and website funnels showing which ads, searches and pages turn visitors into enquiries.
Watch this part (1:19)Can customers book appointments online?
Yes. Customers book time with your team from a link. Only free times are offered, and everyone's calendar and inbox stay up to date.
Watch this part (1:50)Does Sales Intellect handle subscriptions and invoices?
Yes. Subscriptions track every plan and renewal, with recurring revenue you can see coming, and invoices work out GST, give the customer a page showing how to pay, and keep overdue invoices one click away.
Watch this part (2:00)Can I use Sales Intellect on my phone?
Yes. On a phone, your lists and sales boards become simple cards, so the team can work from the road.
Watch this part (2:17)How do I get started with Sales Intellect?
Register your business at salesintellect.com.au. Sales Intellect is made in Australia and set up with you by our own onboarding team.
Watch this part (2:39)Everything said in the video
0:07
What Sales Intellect is
This is Sales Intellect, the CRM built around one thing: selling. Your customers, your sales team, your marketing and your invoices, all in one place. Here's a quick tour, on an example plumbing business.
0:21
Contacts and history
Everything starts with your contacts. Add your own sections and fields, so every record holds what your business needs to know. Choose the columns on your list, filter on any field, and save a search as a View the whole team can use. Every call, note, deal and invoice is kept on the customer's history, so anyone on the team can pick up right where the last person left off.
0:46
Sales boards and deals
Then turn a View into a sales process. Each person gets a board of who to call today. They record what happened in a click, and the next follow up date brings the customer back at the right time. When there's money on the table, open a deal with a value, a close date and a chance, and the forecast adds itself up for the months ahead.
1:07
Workflows
Workflows do the follow up for you. A form, a tag, a date or a won deal starts one. It waits, checks, sends the emails and hands customers to your team, the same way every time.
1:19
Forms
Forms bring new enquiries in. Build them by drag and drop, put them on your website, and every answer lands on the contact, ready for a workflow to pick up.
1:30
Email campaigns
Email campaigns reach exactly the right customers, personalised for each one, and paced across the day so the replies don't all land at once.
1:41
Website funnels
Website funnels show how people find you, and which ads, searches and pages turn visitors into enquiries, so you can spend where it counts.
1:50
Booking a time
Customers can book time with your team from a link. Only the free times are offered, and everyone's calendar and inbox stay up to date.
2:00
Subscriptions and invoices
For repeat business, subscriptions track every plan and renewal, with recurring revenue you can see coming. And invoices close the loop, with GST worked out for you, a page for the customer showing how to pay, and overdue invoices one click away.
2:17
Dashboard, phone and help
Around it all is a dashboard you arrange yourself, with the blocks your team needs, right where they want them. On a phone, your lists and sales boards become simple cards, so the team can work from the road. And help is always one click away, with short videos like this one, and a real support team behind them.
2:39
Getting started
Sales Intellect. Made in Australia, and set up with you by our own onboarding team. Register your business at salesintellect.com.au, and we'll be in touch.
More videos
2:33
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.