Everything after the enquiry
The website captures the lead. IntelliChat CRM does the rest.
Dashboard
A single daily view of what needs attention: tasks due today, overdue follow-ups and recent activity across your account.
Leads
Website contact forms drop straight into the CRM. Search and filter by stage, source and follow-up status, with a timeline of every call, email and meeting.
Clients
Searchable customer records with contact details, notes and full interaction history — convert a won lead into a client in one click.
Pipeline
A visual board from New Lead through to Won and Lost. Drag deals between stages and forecast value in £ by stage.
Tasks
Today, upcoming, overdue and completed views with priorities, attached to the right lead or client for context.
Calendar & bookings
A shared diary for call backs, meetings and appointments, with bookings linked to the customer record.
Google review grower
Send Google review requests in one click, see who has been asked and who opened the link, and climb higher in local search. £49.99/month add-on.
AI phone assistant
Answers calls 24/7 with natural conversation, books appointments into your diary in real time, and logs summaries against the right record.
Business review
A monthly plain-English review of your website, SEO and Google Business Profile, with a prioritised action list and progress tracked month on month.
AI business chat
Ask your CRM anything — “What have I got on today?”, “Which leads should I chase?” — and get instant answers from your own data.
Per-user API keys
Each CRM user generates their own key from settings, so leads from their website land straight in their account.
Built to grow with you
Modules switch on as you need them — start with leads and pipeline, add the AI assistants and review tools when you're ready.
Inside the platform
A look at the screens your team will use every day.
Dashboard
Live view of leads, active deals, pipeline value and recent activity across the business.
Sales pipeline
Kanban stages from new lead to won, with deal values and owners at a glance.
Calendar & bookings
Weekly schedule with booking details, customer information and one-click rescheduling.
AI assistant
Call summaries, transcripts and suggested next steps written straight onto the customer record.
Connected to your website in minutes
Each CRM user self-serves their own API key, so leads are assigned to the right person automatically — no shared inboxes, no manual re-typing.
- Generate an API key in your CRM settings page.
- Paste it into your website's admin area.
- Enquiries, bookings and AI chat transcripts arrive as leads assigned to you.
Website + CRM, one package
We build the site, wire in the AI assistant and hand you the CRM already connected. Pick any demo to see the front end, then talk to us about the platform behind it.