Website rebuild
$18,500
Intexo CRM
Intexo CRM: Your Business. Better Connected.
Contacts, companies, deals and follow-ups in one calm workspace, so every relationship keeps moving.
- Deals board
- Daily follow-ups
- Import from CSV
Sample workspace
What you get
- 01
Know who you know.
Every person and company, with who owns them and what happens next.
- 02
Never drop a follow-up.
Each morning, Today shows what is overdue and which deals have no next step.
- 03
See what is really working.
Win rate, how long deals take and results by person, side by side with the last period.
Everything a small team needs, nothing it has to maintain.
A sample workspace, drawn live: switch tabs and watch it work.
See every deal and what happens next
Every open deal sits in its stage, with its owner and its next step on the card. Move a deal forward with a drag and the totals follow.
The deals board of a sample workspace: deals as cards in the stages Lead in, Qualified, Proposal and Won, each stage with its total value and each card with its owner, last touch and next step. A deal card moves from Qualified to Won and gets the won seal.
- Stage totals add up the value for you.
- Each card shows its next step.
- Won deals get a seal; lost ones stay on record.
Start the day on what needs you
Today lists the follow-ups that are due, most urgent first, above the figures for the month. Tick one off and the count goes down.
The Today page of a sample workspace: the open pipeline by stage on a dark card, three summary cards for the month, a Needs you list of follow-ups with the most urgent first, and the top performers. A follow-up is ticked off and the count goes down.
- The open pipeline, by stage.
- This month’s figures, against the same days last month.
- Overdue follow-ups first.
Look anyone up in a second
Open a person and see their company, their open deal and everything that has happened, newest first. A new note lands at the top of the timeline.
A contact record of a sample workspace: the person, her company, tags, owner and last touch, her open deal, and a timeline of notes, finished tasks and changes. A new note appears at the top of the timeline.
- Last touch shows who has gone quiet.
- The open deal sits on the record.
- The timeline keeps every note, task and change.
Know how you are doing against the last period
Won value, win rate and median days to win, each set against the previous period, with the results by person underneath.
The Reports page of a sample workspace: won value, win rate and median days to win, each compared with the previous period, a chart of won value by month, and results by person.
- Win rate and days to win, against the last period.
- Won value by month, one bar at a time.
- Results by person.
Bring your list in today, take it with you any day
Upload a CSV, check what will happen to every row, and only then confirm. Your data leaves as a CSV just as easily.
The review step of a CSV import in a sample workspace: counts of new, skipped and rejected rows, and a table of the rows that need a look with the reason for each. Nothing is added until you confirm.
- Preview every row before you commit.
- Duplicates are skipped and listed.
- Nothing is added until you confirm.
From first hello to closed deal, in one place.
One customer and one deal, from a sample workspace.
- 1
Capture
Add people by hand, or import a spreadsheet and match the columns. Duplicates are skipped and listed.
- 2
Organise
Link people to companies, give each an owner, tag them your own way.
- 3
Follow up
Write a note, set a task with a date. The record keeps the full history.
- 4
Close
Drag deals through your own stages. Mark them won or lost and see the result in Reports.
Replace the scramble with one record.
The same customer, two ways.
Without a CRM: a spreadsheet with mismatched cells, inbox threads with long subject lines and a sticky note that reads call Hana. With Intexo: Hana Ito’s record at Kestrel Studio with her owner, the deal Website rebuild with its next step, a task due today and a timeline of notes.
- Who owns this customer?
- WithoutNobody is sure.
- With IntexoEvery record has an owner.
- What happens next?
- WithoutBuried in someone’s inbox.
- With IntexoThe next step shows on the record and on the board.
- Which deals are stuck?
- WithoutYou find out at the end of the month.
- With IntexoToday lists deals with no next step.
- What did we say last time?
- WithoutScroll through old threads.
- With IntexoThe timeline shows every note, task and stage change.
Bring your whole team in, at the right level.
Pieces of a sample workspace.
- Invite by email. Each person picks their own password and joins with the role you chose.
- Owner, admin or member. Owners and admins manage people; members do the daily work.
- Run more than one organization. Switch between them from the sidebar, and each stays separate.
- A timeline on every record. See who did what, in the order it happened.
Your customer list is yours.
Each organization is walled off.
Every customer record belongs to one organization, and the database itself refuses to show it to anyone else.
Two-step login.
Protect an account with an authenticator app and backup codes.
Roles with real limits.
Admins cannot make someone an owner, and nobody can change their own role.
Take your data with you.
Export contacts, companies and deals to CSV whenever you need to. Owners and admins can export.
A record of changes.
Owners and admins can read an audit log of who changed what and when, and it cannot be edited.
No tracking, no outside scripts.
The app loads no third-party scripts or fonts, and it is built to refuse any that try.
Plain answers.
What is Intexo?
A CRM for small teams. It keeps your contacts, companies, deals, notes and follow-ups in one place.
Who is it for?
Teams of about 2 to 30 people who sell or manage relationships: founders, account managers, agencies and consultants.
How much does it cost?
Pricing isn’t published yet. Create an account and look around.
Can I bring my existing list?
Yes. Upload a CSV, map your columns, preview every row, then import. Up to 5,000 rows at a time.
Can I take my data out again?
Yes. Owners and admins can export contacts, companies and deals to CSV, up to 10,000 rows at a time.
Can I invite my team?
Yes. Invite by email and choose admin or member. Invitations last 7 days.
Can I use it for more than one business?
Yes. One account can belong to several organizations, and each is kept separate.
What does it not do yet?
No email sync, no phone calls and no automation workflows. It focuses on records, deals and follow-ups.
Does it work on a phone or tablet?
It works in a browser on tablets and phones for reading and quick actions. There is no separate mobile app.
Give your relationships a proper home.
Create an account, set up your organization and invite your team when you are ready.
Pricing isn’t published yet. Create an account and look around.
- Contacts, companies and deals
- The deals board, tasks, notes and the Today page
- Reports, tags, and CSV import and export
- Two-step login, roles and invitations for your team