CRM & data audit
We check field quality, pipeline stages, and which AI assists will actually move deals.
What We Deliver
- AI lead scoring and prioritization
- Personalized email and follow-up drafts
- Call and meeting summarization
- Next-best-action recommendations
- HubSpot / Salesforce / custom CRM integrations
- Activity enrichment from emails and calendars
Our Process
Pilot one workflow
Usually scoring or email assist first — measured against conversion lift.
Integrate deeply
Write-backs, permissions, and UI inside the CRM your team already uses.
Expand
Add summarization, coaching prompts, and forecasting as adoption grows.
Technologies
- OpenAI
- HubSpot
- Salesforce
- Node.js
- n8n
- PostgreSQL
- Next.js
Outcomes You Can Expect
- Reps spend less time on admin
- Higher quality follow-ups at scale
- Clearer pipeline priorities
- AI suggestions logged for coaching
Why Choose Intellixy
- Experienced engineering team with startup and enterprise delivery
- Agile sprints with transparent progress and staging access
- Clear scope, milestones, and pricing before development starts
- Post-launch support, monitoring, and feature iterations
Industries We Serve
HealthcareE-commerceEducationLogisticsStartups
Frequently Asked Questions
Do you replace our CRM?
Usually no. We add AI features on top of HubSpot, Salesforce, or your custom CRM so your team keeps their existing process.
Will AI email drafts sound like us?
We train prompts on your winning emails and brand guidelines, and keep a human send step until quality is proven.
How long for an AI CRM pilot?
A single-workflow pilot (scoring or email assist) often takes 3–5 weeks including CRM integration.
Related Services
Ready to start your project?
Tell us about your AI CRM goals. We respond within 24 hours on business days with a tailored plan.