Solutions / CRM & Sales Operations
Every touchpoint, deal, and handoff — in sync, so nothing stalls in the pipeline.
Your pipeline is split across CRM, email, calendar, marketing, and support, so deals go cold in the gaps between them. Intuidy keeps every touchpoint in sync — then acts: advancing stages, triggering follow-ups, and flagging the deals slipping before they're lost.
Your crm & sales operations systems in sync — then acting on their own.
Connect every tool your team already runs into one live picture — then let it act: route the approval, trigger the update, reconcile the records, before anyone has to chase them. Intuidy AIPI — the engine that builds your backend — handles the data, the security, and the plumbing.
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The deals you're losing are the ones falling between systems.
A rep updates the CRM, but the support ticket, the last email, and the meeting notes live somewhere else — so the full picture of a deal never exists in one place.
Intuidy connects your revenue stack into one live view, then acts on it: routing leads, triggering the next touch, and surfacing at-risk deals while there's still time to save them. You can shape the exact pipeline, dashboards, and rules your team runs on — built in weeks, not quarters.
Driving Outcomes
What teams put in sync — and automate
“Our reps stopped chasing cold leads. The AI scoring model surfaces the 20% of leads that drive 80% of revenue — and it updates every hour.”
Partner
B2B SaaS Company — 5,000+ inbound leads per quarter
Challenge
Lead quality was assessed by gut feel. Reps spent equal time on high-intent and low-intent leads because there was no data-driven prioritization.
Solution
Intuidy combines engagement signals, firmographic data, and historical conversion patterns to score every lead automatically — updating scores hourly.
Sales Intelligence
See it — every account, deal, and touchpoint in one live picture.
Lead Scoring
Score and re-rank leads on engagement, firmographics, and conversion patterns as new signals land.
Customer 360 View
Combine revenue, support, usage, and contract data into one health score per account.
Revenue Forecasting
Forecast on live deal progression, rep performance, and deal velocity — not rep self-reporting.
Churn Risk Detection
Flag at-risk accounts on behavioral signals and engagement trends before they churn.
Sales Automation
Act on it — follow-ups, routing, and alerts fire automatically.
Onboarding Workflows
Trigger welcome emails, access provisioning, and kickoff scheduling the moment a contract closes.
Pipeline Dashboards
Sync pipeline into one view with deal velocity, stage conversion rates, and bottleneck analysis.
Deal Analytics
Track average deal size, sales cycle length, and win rate by segment, rep, and quarter.
Engagement Tracking
Log every customer touchpoint across email, calls, and product usage automatically.
Deal Alerts
Flag stalled deals, pricing overrides, and discount approvals as they happen.
Rep Performance
Compile per-rep scorecards with quota attainment, activity metrics, and forecast accuracy.
Start Building
Describe the app your team actually needs. Our engineers will map it, connect your data, and help you ship it — in weeks, not quarters.