Every part of the operation, one request away. Open a feature to see it working.
Platform overviewOpen workspacePick a business. Start it here.
Nineteen business models, each with its own services and tools. Choose one and sign up to start setup.
Find yours. Then sign up.
Signing up starts setup in IntelAgents with that business already chosen. Launch is guided; you decide each step.
19 businesses
- Phone-led businesses
Moving Broker
Connect customers with moving carriers and coordinate every step from inquiry to delivery.
- Phone-led businesses
Auto Transport Broker
Help customers ship vehicles with quotes, carrier coordination, and shipment updates.
- Phone-led businesses
Insurance Agency (ACA/Medicare)
Build an enrollment-focused agency with guided intake and follow-up.
- Phone-led businesses
Debt Settlement
Guide prospective clients through a structured debt relief intake and service journey.
- Phone-led businesses
Debt Consolidation
Help people explore consolidation options with clear qualification and follow-up.
- Phone-led businesses
Debt Collection
Run an organized collections operation with customer communication and case tracking.
- Phone-led businesses
Credit Repair
Build a client service business around credit education, onboarding, and progress tracking.
- Phone-led businesses
Merchant Cash Advance
Build a funding brokerage workflow for merchant intake, qualification, and offers.
- Phone-led businesses
Solar / Home Services
Connect homeowners with solar consultations and manage the path from interest to installation.
- Phone-led businesses
Tax Resolution
Help clients organize tax problems, consultations, and ongoing case communication.
- Phone-led businesses
Vacation Package Sales
Create a travel sales operation for package inquiries, planning, and booking support.
- Specialized platforms
Legal Tech
Offer law firms tools for client intake, marketing, and relationship management.
- Specialized platforms
Contractor Tech
Help home service teams capture inquiries, prepare estimates, and schedule jobs.
- Specialized platforms
Nonprofit Tech
Support nonprofits with donor relationships, campaigns, and stewardship.
- Specialized platforms
Financial Advisor Tech
Build a focused platform for advisor prospecting and client communication.
- More business models
Real Estate / Mortgage
Manage property inquiries, appointments, and client relationships in one place.
- More business models
Legal (PI / Immigration)
Organize legal client intake, consultations, and matter follow-up.
- More business models
Student Loan / Financial Aid
Guide borrowers through education, eligibility intake, and next steps.
Not sure which business fits?
Tell us what you have in mind and we’ll help you pick a starting point.