Stop playing defense with

Customer Success

Grow customer success into a revenue powerhouse with our AI agents built into your CRM and integrated seamlessly into your productivity tools.

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Intelo prioritizes outcomes, CSQL, risk management, and engagement, eliminating the guesswork from tasks that AI handles efficiently. This enables your team to focus on creating happy customers, achieving their goals, and driving revenue.

Agents, helping humans drive success

Find the right AI agent in your CRM marketplace or add them directly from our website to seamlessly integrate into your existing infrastructure.

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.

Partners with customers early to focus on desired outcomes.

Crafts use cases and KPIs for a smooth sales process.

Ensures seamless handover to post-sales teams to drive retention and growth.

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Technology Business Case generated using AI

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.

Analyzes data to reveal customer buying patterns.

Generates CSQL from emails, meetings, and product usage insights.

Validates and manages new opportunities directly in your CRM.

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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.

Identifies potential customer churn using data and insights.

Generates risks based on historical data and industry trends.

Provides playbooks and escalation protocols for proactive risk mitigation.

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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.

Engages customers with tailored interaction strategies.

Captures and structures interactions for better tracking.

Drives meaningful engagements to enhance adoption and satisfaction.

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Your Data, Your Insights, Your Way

Get the insights you need, exactly how you want them. By training and integrating all your success dimensions: tickets, emails, interactions, meeting notes, NPS, CSAT, product usage, outcomes, and more into a comprehensive Customer Health score in your CRM, you gain a true reflection of your customer journeys.

Meaningful Customer Health

Customer Health is more than just a score—it’s a complete view of your customer’s journey. While CRM data captures only a partial picture and relies on generic models, we train Customer Health to align with your specific metrics and CRM scores, providing an accurate and explainable health score.

Instant AI Reports

Say goodbye to complex admin tasks and dependencies. Reporting Ally empowers you to get the story you need, exactly how you want to be represented. Have a human conversation with your reporting ally to get the exact report you need. Preview the report, download it or share it with your audience.

Personalized Dashboard

Every team member gets a personal dashboard, based on their role and contribution to the overall customer journey. Customized dashboards that easily reflect your organization's structure and customer outcomes.

Team Goals (beta)

Track and report on goals for individuals, teams and your business,

Impact in Numbers

See how work gets done with Intelo

We take pride in our achievements, and our customers consistently tell us our biggest strength is listening and partnering to achieve their goals.As ISV partners with HubSpot and

Salesforce, we ensure our reusable allies work for you and adapt to your unique business needs.

Above

3454

risks detected and resolved

Approximately

$500M

in ARR added across our customer base

Above

1952

CSQLs identified and closed

Learn from our customers

Data shows that the software industry spent more on customer success in 2024 than 2023, yet they saw higher turnover and lower NRR. But our customers had a different experience—they increased their NRR with less spend.

Customer Success Case Studies

Ushur Boosts ARR by 47% with Intelo AI’s Unique Use Case and KPI Management

Intelo AI’s innovative approach to use case and KPI management led to a 47% increase in Annual Recurring Revenue (ARR) for Ushur, along with significant improvements in customer health and actionable insights.

Customer Success Case Studies

Transforming Customer Success at Netcore

Intelo AI partnered with Netcore to implement modular AI agents, driving a 12% increase in feature adoption, a 24% boost in upsells and cross-sells, and an 82% reduction in renewal risk, enhancing overall customer success and operational efficiency.

Customer Success Case Studies

Agents Elevate Net Revenue Retention by 43% for Tovuti

Intelo AI’s strategic focus on customer insights and retention led to a 43% increase in net revenue retention, a 77% reduction in renewal risk, and a 154% increase in upsells and cross-sells for Tovuti.

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