Automate Every Step of Your Sales Process
From the first click to the signed deal, we automate the tasks between them — helping your team respond faster, manage leads better, and focus on closing more sales.
Leads arrive from everywhere, and most of them get missed
Website forms, ad platforms, WhatsApp, and referrals all send inquiries to different inboxes. By the time someone checks them, the lead has already contacted a competitor.
We connect every lead source into one unified inbox, capturing name, contact details, and source automatically the moment someone reaches out.
- ✓Website forms, landing pages, and chat widgets sync in real time
- ✓Ad platform integrations capture leads without manual export
- ✓WhatsApp, email, and phone inquiries logged automatically
Contacts
Auto-organized by stage & source
Companies
Linked deals & activity history
Notes
Logged automatically per touchpoint
Tags
Applied by rules you define
Spreadsheets and sticky notes don't scale
Without a real system of record, deal history lives in someone's inbox, and it walks out the door when they do.
Automate Your CRM structure around your actual sales process, including custom fields, stages, and permissions, so every rep works from the same source of truth.
- ✓Custom fields matched to your business type
- ✓Role-based access for reps, managers, and admins
- ✓Clean migration from spreadsheets or legacy CRMs
The wrong rep gets the lead, or nobody does
Manual assignment is slow and inconsistent. Hot leads sit unassigned while some reps are overloaded and others are idle.
Leads route automatically by territory, product line, availability, or round robin, with instant notifications so reps respond in minutes, not hours.
- ✓Rule-based routing by territory, source, or deal size
- ✓Round robin and workload balancing
- ✓Instant rep notification via email, SMS, or app
Routing rules example
Sample sequence
Manual follow-up doesn't happen consistently
Reps get busy, and the leads that need a fifth touch to convert rarely get it.
Build branching email sequences that respond to opens, clicks, and silence, so every lead gets consistent, well-timed follow-up automatically.
- ✓Branching sequences based on lead behavior
- ✓Personalization tokens pulled from CRM data
- ✓Automatic pause when a lead replies
Your customers message on WhatsApp, but your CRM doesn't
In many markets, WhatsApp is the primary sales channel, yet conversations happen outside any system, disconnected from the pipeline.
Intalliux connects your WhatsApp Business number directly to the CRM, automating replies, qualification questions, and reminders while keeping a human in the loop.
- ✓Automated first response within seconds, any time of day
- ✓Conversation history synced to the contact record
- ✓Smooth handoff to a rep when a conversation needs a human
Know exactly where every deal stands
Visual sales pipelines show every opportunity stage clearly, helping managers identify stuck deals, track progress, and forecast with confidence.
New Lead
12 deals
Qualified
8 deals
Proposal Sent
5 deals
Closed Won
3 deals
Leadership can't see what's actually happening
Without live reporting, performance reviews rely on guesswork and outdated spreadsheets.
Live dashboards track conversion rates, response times, rep performance, and revenue by source, so decisions are based on current data.
- ✓Conversion and response-time dashboards
- ✓Revenue attribution by lead source and campaign
- ✓Scheduled reports delivered to your inbox
Automated booking flow
Back-and-forth scheduling slows down sales
Every delay in finding a meeting time creates another chance for leads to lose interest or choose a competitor.
Let leads book directly into your team's live availability, with automated reminders that cut no-shows significantly.
Set Up BookingReps spend hours on leads that were never going to buy
Without qualification, every inquiry looks the same, and good leads wait behind bad ones.
Automated qualification questions score and tag leads by budget, timeline, and fit, so reps prioritize the ones most likely to close.
- ✓Custom qualification criteria for your business
- ✓Automatic lead scoring and hot/warm/cold tagging
- ✓Instant alerts for high-intent leads
Score = budget confirmed + timeline < 30 days + decision maker reached
Repetitive admin work slows down your sales team
We build automated workflows across your sales process — updating records, creating tasks, notifying teams, and sending messages without manual effort.
Trigger
Deal stage changes to "Proposal Sent"
Action
Create a follow-up task for the sales rep after 3 days
Notify
Alert the manager if the deal has no update after 7 days
See Your Automation in Action
Book a free walkthrough tailored to your business and sales process.