IntelDash — The AI Intelligence Layer for Your ERP & CRM

Your ERP and CRM hold the data — IntelDash turns it into decisions. Connect your system once and every department gets an AI copilot that answers questions in plain language, with charts, reasons and next actions, drawn live from your own data.

How it works

• Connect your system — Share your platform’s secure integration key (for example, a Zoho API connection). No data migration and no change to how your teams work today.
• IntelDash reads your live data — The AI layer connects to your own ERP/CRM modules — sales, finance, HR, inventory, support — and stays in sync with them.
• Ask in plain language — Type a question like “Why did we miss revenue this quarter?” and get a clear answer with charts, reasons and recommended actions — sourced from your own system.

Department AI copilots

• CEO Copilot — Revenue-miss diagnosis, risk register, churn, 90-day cash outlook and weakest regions.
• Sales Copilot — Deal risk, win probability, cross-sell opportunities and rep performance.
• Finance Copilot — Cash forecast, duplicate and anomaly detection, profitability and late-payment risk.
• HR Copilot — Attrition risk, skill gaps, hiring forecast and leave patterns.
• Operations Copilot — Delay and overrun prediction, utilization and bottlenecks.
• Support Copilot — Ticket trends, SLA-breach prediction, root cause and customer sentiment.
• Procurement Copilot — Vendor scoring, best-vendor selection, fraud signals and renewals.
• Inventory Copilot — Stock-out and demand forecast, dead stock and reorder suggestions.

Platforms we implement and integrate

• SAP (ERP)
• Salesforce (CRM)
• Zoho (CRM · ERP · Books · Desk · People)
• Microsoft Dynamics 365 (ERP · CRM)
• Oracle NetSuite (ERP)
• Odoo (ERP)
• Acumatica (Cloud ERP)
• Sage (Finance & Accounting)

Delivered with our strategic partner Magadh Consultants (Pty) Ltd, South Africa.