Questions, answered
What is Intellayer?
A CRM for small businesses that keeps the whole job on one record: leads and pipeline, companies and contact persons, proposals with e-signature, invoices and card payments, tasks and calendars, service tickets, workflow automation and reports — with optional AI add-ons and an open API.
Who is it for?
Small businesses — service companies, agencies, consultancies, trades — any team that wins the work, delivers it and sends the bill.
How much does it cost?
Plans are priced per organisation, monthly or yearly, excluding VAT. They differ in how many active leads and customers you keep, how many people sign in and which tools are included. The pricing page has the details.
What does it connect to?
Stripe or Viva for card payments, DocuSign for e-signatures and Microsoft 365 (Outlook) mailboxes, plus a forwarding address that works with any email provider. Enterprise adds Xero or QuickBooks and a 3CX phone system. Pro and Enterprise include a public API and webhooks for everything else — any tool that can call a REST API, such as Make, n8n or Zapier, or your own code. With the AI add-on, Claude, ChatGPT or Copilot can read your records.
Can I import my existing data?
Yes. Import customers, products and invoices from CSV files, including exports from Zoho. Invoices are matched to their customers by the customer id from your old system, duplicates are skipped, and imported invoices send no automatic reminders until you switch them on. Data import is on Growth and up; AI Import, an add-on, maps less tidy Excel or CSV files for you.
How does the AI work?
Each AI feature is an add-on you switch on separately, on any plan. Anything AI writes for a customer goes to a review queue: a person reads it, copies it into their own message and sends it — Intellayer never sends an AI draft on its own. The data assistant reads your records and changes nothing unless you confirm an action it prepared. AI use draws on a monthly AI allowance bought as a package in the app, and the AI provider is listed on our sub-processors page.
Who can see our data?
Roles decide who sees and does what, feature by feature, and whether that reaches a person’s own records, their team or everything. Everyone can turn on two-step sign-in with an authenticator app, every change is kept in an audit log for 24 months, and a deleted record can be restored for 30 days (90 for a lead). The servers and the database are in Germany, in the EEA; every company that processes data for us is listed on the sub-processors page.
Can I use one email for more than one organisation?
Yes. Each organisation has its own logins, so the same email address can have an account in several. If your password fits more than one, sign-in asks which organisation to open.
How do I get started?
Book a demo. We will walk through the product on your kind of work and agree the right plan and setup from there.