Solutions / CRM & Sales Operations
Intuidy for CRM & Sales Operations
Build the crm & sales operations system of your dreams.
Take the features you love from every tool you've ever used and combine them into a single custom app built for the way your team actually works. Intuidy AIPI handles the data, the security, and the backend.
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Score leads. Forecast revenue. Close faster.
Sales teams live in CRM systems, but the data that drives deals lives everywhere else — Stripe for payments, Shopify for order history, QuickBooks for invoicing, and support tickets for customer health. Building a real pipeline view means reconciling all of it manually.
Intuidy lets you build a custom sales platform with exactly the features your team needs — AI lead scoring, customer 360 views, revenue forecasting, and automated onboarding — all wired to your live data through AIPI. Cherry-pick the capabilities that matter and leave behind the bloat.
Driving Outcomes
Custom features teams build with Intuidy
“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
AI Lead Scoring
Automatically score and prioritize leads based on engagement, firmographics, and conversion patterns.
Customer 360 View
Unified health scores combining revenue, support, usage, and contract data in one dashboard.
Revenue Forecasting
Forecast revenue based on live deal progression, rep performance, and deal velocity.
Churn Risk Detection
Surface at-risk accounts before they churn using behavioral signals and engagement trends.
Sales Automation
Onboarding Workflows
Automate post-sale customer onboarding: welcome emails, access provisioning, and kickoff scheduling.
Pipeline Dashboards
Real-time pipeline views 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
Automatically log customer touchpoints across email, calls, and product usage.
Deal Alerts
Surface stalled deals, pricing overrides, and discount approvals in real time.
Rep Performance
Scorecards for individual reps 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.