Live
Customer 360
Every contact, company and conversation in one profile — email, calls, bookings and deals on a single timeline. Free on every plan.
Visibility
See the whole organization
Leadership usually sees the past, assembled by hand. This pillar is about seeing the present: who your customers are, what is in play, what moved this week, and being able to simply ask.
What it solves
Customer requests sit in one system, email in another, money in a third. Nobody holds the whole picture, so status gets rebuilt by hand every time someone needs it — and by the time it arrives, the moment to act has passed.
- One record per customer, instead of the same person in four systems
- Deals and their stage visible without anyone compiling a spreadsheet
- A standing weekly brief produced on a schedule, not on request
- The ability to ask out loud and get an answer from your own data
What is inside
Each card carries its real status. "Approval required" means the step lands in your work queue and cannot act until you say so; the labels are defined on the platform page.
Live
Sales Pipeline
A drag-and-drop board of your open deals, with stage, value and next step visible at a glance. Free on every plan.
Live
Weekly ops brief
Prepares a weekly digest from your tasks, agent runs and scheduled job activity, written to your workspace for review. Automatic email or Slack delivery is not active.
Live · 15 credits/min
Voice assistant
Talk naturally with your AI Executive in real time. Ask about your calendar, leads, notifications and business activity. INTRA can brief you immediately, while actions remain under your control and require your approval. Charged per minute of conversation (15 credits/min).
Live · Approval Required
Spend report
Pulls your numbers together into a plain-language money summary you can export as PDF or CSV, or share by link.
Live · Approval Required
Research
Sends a specialist to gather and summarize what you need to know, and writes the findings back into your workspace memory.
Voice assistant is charged per minute of conversation, because live voice is metered by the model provider. Everything else on this page is included in your plan.
The rest of the picture
Each pillar is one view of the same system. Start anywhere, or read how the platform fits together.
Handle communication at scale
Unified inbox, inbox triage, AI Phone, meeting notes.
Read moreTurn decisions into execution
Automations, tasks and projects, proposals and e-signature, invoicing.
Read moreGrow on evidence
Research, campaigns and ad analysis.
Read moreThe whole platform
INTRA, the specialized workforce and the approval gates that sit in front of every outward action.
Read moreSee your own organization in one view
Bring a real question about your business to the demonstration and we will answer it against real records.