The AI RevOps Operating System

Your revenue engine, run by one AI brain.

Intelegit connects the tools you already own — CRM, email, calls, support, billing — then finds the revenue you're losing, proves why, and fixes it with your approval. From first marketing touch to renewal.

Monday, 7:00 AM · Revenue snapshotgenerated automatically
Quarter target$8.0M
AI forecast$6.9M
Recoverable$1.1M
What needs your attention today
$450K Acme deal at high risk — champion silent 18 days. Exec call recommended.
3 enterprise deals have no next meeting. Invites drafted.
Forecast gap of $1.1M traced to 6 late-stage deals. Bridge ready for the board.
$180K expansion detected at Beta Corp. Outreach drafted.
Every item carries its evidence. Nothing executes without approval.
For the CRO

A forecast you can defend to the board

Built from your history — stage conversion, slippage, rep performance — with the variance explained deal by deal, before anyone asks.

For the CFO

Leakage in dollars — found and recovered

Stalled deals, silent pipeline, missed expansions, quantified in currency. Every recommendation carries its expected impact and its evidence.

For the COO

Execution you can audit

Every AI action is scoped, approved and logged. Autonomy is a dial you set per action type — from suggest-only to fully automatic for the safe stuff.

Running in production atSkydoCashfree PaymentsEbullionAbleCreditFintech · B2B SaaS · BFSI
Why now

You have the data. You have the tools. You still can't answer "why".

01

Data lives in ten tools. Answering "why is pipeline down?" costs your team a week of spreadsheet archaeology.

02

The CRM forecast is a negotiation, not a number. Everyone knows it's wrong; nobody can prove why.

03

Deals stall silently. By the time a QBR catches it, the close date has already slipped twice.

04

Marketing reports leads. Sales reports revenue. Nobody reports which leads became revenue.

05

Churn signals sit in support tickets the account owner never sees. Expansion signals sit in usage data nobody reads.

06

RevOps prepares data instead of improving operations. Insight arrives; execution doesn't.

How it works

Connect, model, detect, approve, widen.

Read-only to start. Nothing migrates, and your team keeps working exactly as before.

01Connect

OAuth into Salesforce or HubSpot, read-only. Add email, calendar, Slack, calls.

02Model

Your records resolve into one normalized revenue model. Data quality issues surface immediately.

03Detect

Leakage, deal risk and forecast variance computed on your history — with evidence.

04Approve

Recommendations arrive as approvable actions. You set the autonomy dial per action type.

05Widen

Turn on the next module. Same core, same data — configuration, not a project.

See the whole flow →
Integrations

It runs on the stack you already own.

9 connectors live today, read-only over OAuth. Anything without an adapter rides the same contract over the API.

SalesforceHubSpotGmail & Google CalendarMicrosoft 365SlackZendeskStripeSnowflakeWebhooks & REST API
Browse every integration →
Security

Your CISO signs off as fast as your CRO does.

Data protection
Encrypted in transit and at rest

TLS 1.2+ for every connection, AES-256 at rest. Credentials and OAuth tokens are held in a dedicated secret store, never in application tables.

Data protection
Strict tenant isolation

Tenant identity is enforced in the data layer, not by application filtering. A query that omits a tenant boundary fails rather than returning someone else's rows.

Data protection
Your data never trains foundation models

Customer data is excluded from model training by contract and architecture. Improvement comes from a tenant's own revenue memory, which stays inside that tenant.

Access
OAuth-only connections

Source systems connect read-only via OAuth. We never ask for a password to a CRM, mailbox or billing system, and write scopes are granted per action type.

Access
Role-based access from CEO to rep

Visibility follows the org chart. Roles are enforced server-side on every request, and elevation is logged like any other action.

Access
Complete audit log

Every AI decision, recommendation, approval and execution is recorded with its inputs, its evidence and the person who approved it. Exportable for review.

Full security detail →
Pricing

Turn on only what you need. Pay for only that.

Every plan is quoted — priced on what you turn on and the value recovered, never on seats. Disabled modules cost nothing.

StarterTalk to us

Pipeline intelligence, the AI Revenue Analyst and forecasting on one CRM. For your first RevOps hire — or instead of one.

Most adoptedGrowthTalk to us

Deal intelligence, automation, agents and the execution engine for revenue teams of 20–200. Scales with usage.

EnterpriseTalk to us

Multi-BU, SSO/SAML, dedicated environment, custom integrations and models. SOC 2-ready architecture.

Compare what is included →
Before you ask

The questions that come up in every evaluation.

Does the AI take actions on its own?

Only if you tell it to. Autonomy is a three-level dial per action type: Recommend (AI suggests, you execute), Approve (AI prepares, one click ships it), Autonomous (low-risk, reversible actions run under policy). Everything lands in an audit log.

What happens when the AI is not sure?

It says so. Every prediction ships with a confidence score and the factors behind it. Below threshold, nothing is asserted and nothing executes — the item is surfaced to a human as a normal task.

Do you train models on our data?

No. Your data never trains foundation models. The system gets better through your organization's own revenue memory — patterns, outcomes and intervention history that stay inside your tenant.

Do we have to migrate off our CRM or helpdesk?

No. The OS sits on top of the stack you run. Salesforce and HubSpot connect via OAuth; support, billing and warehouse adapters ride the same contract. Swap a tool later, keep the brain.

All 7 questions →
Thirty minutes. Your data. A number you can act on.

We map your revenue lifecycle, show the OS on live data, and estimate the leakage worth recovering in your pipeline.