The CRM for small businesses
Your contacts, pipeline and invoices. One place.
Intellayer keeps leads, proposals, invoices, tasks and service on one record, so your team stops copying between tools and gets on with the work.
Everything on one layer
Contacts & pipeline
Leads and customers as people or businesses, with their company and contact persons, on pipeline boards with the stages you define.
Learn more →Invoicing & proposals
Proposals with e-signature, invoices and recurring billing, paid by card through your own Stripe or Viva account.
Learn more →Tasks, calendar & service
Tasks, calendars and time off for the team, and service tickets, checklists and contracts for the work after the sale.
Learn more →Automation & AI
Workflow rules handle the routine. Optional AI drafts, summarises and answers questions about your data — and a person always does the sending.
Learn more →API & webhooks
A documented API and signed, verified webhooks, built so a key or an endpoint in the wrong hands can do as little as possible.
Learn more →Priced per organisation
Plans are priced for the whole organisation, not per seat, and exclude VAT. AI add-ons are available on every plan.
Learn more →Intellayer in 71 seconds
Pipeline stages, custom fields, workflow rules, the shared calendar and service tickets, in one short tour.
Works with the tools you already use
Each connection is set up from Settings, most with your own account at the other service, and the Integrations page there shows its status, last sync and any error.
Connect a Microsoft 365 (Outlook) mailbox and email with known leads and customers is logged on their timeline. With any other provider, forward or BCC to your forwarding address.
Every plan
Card payments
Stripe or Viva, with your own account: customers pay invoices, and accepted proposals, by card. Card details never reach Intellayer.
Growth and up
Accounting
Xero or QuickBooks: issued invoices go across with their customer every 30 minutes, and payments recorded there mark the invoice paid. The export for your accountant needs no connection.
Enterprise · export from Growth
E-signatures
DocuSign, with your own account: customers sign proposals electronically. Without it, accepting a proposal is a click.
Growth and up
Phone
3CX: calls are matched to the lead, customer or company with that number and logged on its timeline; unknown callers can be saved as leads.
Enterprise
Company details
Lead enrichment reads the company’s own website and checks its VAT number against the EU VAT register (VIES). Nothing is bought from data brokers.
Every plan
AI apps
Claude, ChatGPT or Copilot, through the Intellayer MCP server: read-only, as the person who connects, with their access.
Add-on, every plan
How it works →API & webhooks
A documented REST API and 18 signed webhook events, for your own systems and any tool that can make an HTTPS request.
Pro and Enterprise
How it works →See Intellayer on your own work
A 30-minute walkthrough with your pipeline and billing in mind. No slides, just the product.
Book a demo