Intelo empowers SaaS teams to predictably maximize value for and from their customers. Our AI provides the insights, tools, and automation you need to drive customer outcomes, fuel sustainable revenue, and reduce churn.
Do you find yourself being pulled into customer escalations much later than you would have preferred to be informed?
Do you discover possible upsell or cross-sell opportunities missed in your reviews due to the team not identifying the signals or patterns coming out of your customer conversations?
Are you missing out on identifying customer churn possibility because several events that increase risk are not being shared with you in a timely manner?
Is you team missing forecasts because you are unable to create consistent value from existing customers and balancing misses in new logos?
The value management platform detects risk trends among your customers by continuously training models on your industry and historical data. These insights are synced and surfaced to you through the platform of your preference.
The value management platform analyzes any unstructured data you direct the AI towards. Trained on SAAS and account management taxonomy, the AI identifies crucial patterns from all your customer interactions.
Unearth potential upsell or cross-sell opportunities overlooked in your reviews (or not analyzed at all). Identify signals and patterns emerging from customer conversations, emails and product usage.
Value management seamlessly integrates into CRM and Project Management tools. Existing connector to CRMs HubSpot, Salesforce, and PM looks Asana, Smartsheets or Rocklane enhances value by working across your tech stacks.
Intelo’s dashboards transcend vanity metrics, showing how customer outcomes link to product usage for impactful prioritization by CS teams and executives.
Track use case adoption and visualize ROI per customer with configurable reports, ensuring alignment on value realization.
Our AI engine analyzes product interactions, customer sentiment, and external data to proactively surface at-risk accounts, hidden expansion potential, and actions your team should take.
Intelo equips your team to identify and execute on upsell/cross-sell opportunities tied directly to how customers are using your product.
Value management platform integrates with a variety of enterprise tools, enabling you to turbo charge your existing processes with comprehensive insights on all customer interactions. The information sits in your CRM ( Salesforce or Hubspot ) so that Intelo is not another platform in the mix.
Value management platform provides a comprehensive view of every customer, aggregating key metrics to present a complete picture in easy to understand views including health and contextual role-based insights. Accurate customer data and status is always on!
Value management platform runs surveys, checks tickets, enter pulse and capture data from all your key status meetings to give you useful insights and timely nudges. Explainable AI generated customer health scores and trends helps you understand how you got there, uncovering hints for future action plans.
Connect seamlessly with Intelo and let it automatically capture meeting, email and channel summaries, sentiment, and key topics.
Discover how a product led growth company scaling at a fast pace, discovered it is leaving money on the table.
World class team, Incredible Product and Excellent customer service. Intelo is extremely user-friendly and intuitive. Intelo is quickly becoming a one-stop shop for all of the data that we review on a daily basis. I pretty much live inside my Intelo slack.
The best thing about Intelo.ai is their partnership. They are very collaborative and when we bring a CS operations question or problem to them, they do not hesitate to jump in and brainstorm to find a solution. What I also love is that is not a heavy, cumbersome system. account managers don't need yet another place to maintain data. Intelo brings all the relevant data together for the leaders without duplicate entry.
I have used many SaaS platforms in the past. The biggest issue I have seen is that, they are all reporting tools and my account teams needed to spend time with the tool and be in it everyday to run reports instead of the tool working for them. We love Cami AI because it pulls all the data for us and pushes the insights we need to know so that we can work with our customers based on the insights provided.
Intelo's insight was pivotal for helping Tovuti grow business with our existing customers. Being able to manage Net ARR from slack is a game changer. I can step in and partner with customer success on customers that Intelo considers at risk. Intelo detects when a customer is ready for upsell based on utilization and other signals and helps my CSMs achieve their goals.
