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Intelo.ai description
Intelo.ai is a customer success software designed for mid-sized, B2B SaaS companies in the US. It analyzes data from your existing systems to provide insights into your customer relationships. This helps you prevent customer churn, identify opportunities to upsell, and ultimately increase revenue. Intelo.ai offers a dashboard, integrates with your CRM, and even works within Slack and Microsoft Teams.
What companies are using Intelo.ai?
Who is Intelo.ai best for
Intelo.ai is a customer success platform for B2B SaaS companies looking to reduce churn and boost revenue. It integrates with your CRM, ERP, and communication platforms like Slack. Intelo.ai analyzes existing data to provide actionable insights, helping you identify upsell opportunities and prevent customer churn.
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Intelo.ai is best for small to mid-sized B2B SaaS companies (1-1000 employees).
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Ideal for SaaS companies in the IT and Telecommunications sector.
Intelo.ai features
| Supported Intelo.ai integrates with Hubspot and Salesforce, allowing sales and success agents to leverage customer data for improved interactions and advocacy. |
| Supported Intelo.ai integrates with Microsoft, Oracle, and Board, enabling planning and allocation agents to optimize resources based on sales trends and inventory data. |
| Supported Intelo.ai allows custom integrations with Salesforce Agentforce, Microsoft Studio, and AWS, empowering users to address specific needs and leverage industry-specific solutions. |
| Supported Intelo.ai's AI agents provide intelligent inventory management, trend identification, and enhanced customer experiences, while also proactively addressing risks in the retail sector. |
| Supported Intelo.ai uses generative AI to optimize replenishment and rebalancing across locations, identify trends, and improve customer experiences in retail. |
| Supported Intelo.ai integrates with Slack and Microsoft Teams to streamline communication and collaboration. |
Intelo.ai pricing
See the Intelo.ai pricing page.
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Intelo.ai has a free plan.
Outcome Agent
The Outcome Agent partners with customers from the sales stage, aligning efforts towards achieving the right outcomes. By crafting compelling use cases and defining key KPIs, the agent ensures a seamless transition from sales to post-sales teams, promoting retention and growth.
Reporting agent
Generate exec reports on the fly to meet your business needs. Streamline the Monday rush and empower decision making. AI generate reports to meet specific business needs and created insights to support those reports.
Risk Agent
The Risk Agent helps identify and address potential customer churn before it occurs, using historical data and industry insights to detect risks. With playbooks and escalation protocols, your team is equipped to mitigate risks and ensure customer retention.
Engagement Agent
The Engagement Agent helps engage customers effectively with tailored strategies, generating and capturing interactions in a structured format. It drives meaningful engagements, from QBRs to case study sharing, to boost adoption and customer satisfaction.
CSQL Agent
The CSQL Agent leverages data to uncover customer buying patterns, analyzing emails, meetings, and product usage to generate Customer Success Qualified Leads. These leads can be validated and managed in your CRM, turning them into new sales opportunities.
Rebalancing agent
Accelerate initial allocation, replenishment and rebalancing. Boost in-stock rates and sales while eliminating manual efforts. Rebalancing agent instantly rebalance inventory for optimal stock using weekly sales, store inventory and seasonal trends.
Allocation Agent
Accelerate initial allocation, replenishment and rebalancing. Boost in-stock rates and sales while eliminating manual efforts. Maximize revenue by allocating with real-time insights
Replenishment Agent
Accelerate initial allocation, replenishment and rebalancing. Boost in-stock rates and sales while eliminating manual efforts. Replenishment agent reorder replenishment to on-demand needs and AI generated forecasts.
Intelo.ai alternatives
SmartKarrot CSBetter fit for larger enterprises. Customer health scoring, playbooks, and data insights are key features. Has broader industry application, including e-commerce. Note, some users have reported data accuracy issues and limited integrations. This Intelo.ai competitor and alternative exhibits slower momentum currently.Read more
EverAfterBetter for larger enterprises. Focuses on improving customer experience and product adoption through a centralized customer-facing hub. Has positive reviews on G2. Is growing faster.Read more
ZapScaleBetter for larger enterprises and fits retail and software companies. Known for easy implementation and pre-built playbooks. Lacks NPS/CSAT surveys and email campaigns. Has more momentum than Intelo.ai.Read more
StartdeliverMore suitable for larger businesses. Offers shared workspaces for collaboration. Users praise the comprehensive overview of customer health and user-friendly interface but report some bugs and a time-consuming setup.Read more
CorrelatedMore geared towards sales teams at product-led growth companies. Caters to a wider range of company sizes, including large enterprises. Has less momentum.Read more
AlongBetter for managing complex B2B sales and improving buyer experience. Focuses on deal management and collaboration through centralized workspaces. Excellent customer support and highly rated by users. Geared towards medium to large businesses, especially in SaaS and marketing.Read more
Intelo.ai FAQ
What is Intelo.ai and what does Intelo.ai do?
Intelo.ai is a customer success platform for mid-sized B2B SaaS companies. It integrates with your CRM, ERP, and communication tools to analyze customer data, predict churn, and identify upsell opportunities. Intelo.ai leverages AI-powered agents for tasks like reporting, risk assessment, and engagement. This helps increase revenue and improve customer relationships.
How does Intelo.ai integrate with other tools?
Intelo.ai integrates with HubSpot, Salesforce, Microsoft, Oracle, and Board. It also offers custom integrations with Salesforce Agentforce, Microsoft Studio, and AWS. For communication, it connects with Slack and Microsoft Teams.
What the main competitors of Intelo.ai?
Top alternatives to Intelo.ai include SmartKarrot CS, EverAfter, ZapScale, and Startdeliver. These platforms offer similar customer success functionalities, such as customer health scoring, automated workflows, and integrations with existing business systems.
Is Intelo.ai legit?
Intelo.ai appears to be a legitimate software. It integrates with popular platforms like Hubspot, Salesforce, Slack, and Microsoft Teams. However, keep in mind that Intelo.ai has shown negative LinkedIn employee growth recently.
How much does Intelo.ai cost?
Intelo.ai offers a free Outcome Agent. Other agents like the Risk, Engagement, and CSQL agents are priced at $1,000 per month. Reporting, Rebalancing, Allocation, and Replenishment agents cost $1,500 per month. Is Intelo.ai worth it for your business needs? It depends on the specific agent and your budget.
Is Intelo.ai customer service good?
Intelo.ai's customer service is highly regarded for its flexibility and responsiveness. Users appreciate their willingness to tailor solutions and act as true partners. While occasional inaccuracies in presented data have been noted, the overall sentiment towards their support is positive.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.