Intellect builds the QMS AI platform that quality and regulatory compliance teams use to run CAPAs, audits, document control, and supplier management, with more than 500 employees out of Los Angeles. Its catalog of applications and services is wide enough that no two hand-built quotes matched, and the only record of what a rep had sold was whatever that rep found time to retype into HubSpot. DealHub AI replaced manual quoting with conditional playbooks that validate every configuration at creation and write the result straight into the CRM. Intellect's sales, business intelligence, marketing, and customer success teams now plan from the same line items the rep built the deal on.
Every quote passes rule-based validation before a rep is able to send it.
Reps build configured quotes in a guided flow instead of assembling them by hand.
Structured quote data lands in HubSpot without a rep retyping any of it.
Intellect sells a wide range of quality management applications, features, and services, so two reps quoting the same customer could reasonably produce two different configurations. Building each quote by hand and holding the pricing policy in their heads took real time, and then the rep did the work a second time, keying the same deal into HubSpot so the business would have a record of it. Whatever was mistyped or skipped in that second pass became the pipeline. Business intelligence, marketing, and customer success were all reading product-level performance off data that depended on how carefully a salesperson had retyped it after the deal was already done.
Two reps can quote the same customer and land on different configurations. What is stopping either one of them from sending it?
Our reps build the quote and then key the same deal into HubSpot by hand. Why is our pipeline data only as good as a salesperson's typing?
We carry a large number of SKUs and our reporting rolls them up inconsistently. How do we know what we have actually sold?
Customer success finds out what a customer bought by asking sales. Where is the renewal conversation supposed to come from?
| Before | After |
|---|---|
Quote data sat in fragmented systems, so nobody could see pipeline, product-level performance, or services volume with any confidence. | Every quote captures structured data at the source, and GTM planning runs on what the quote recorded rather than on what someone reconstructed. |
Giving sellers room to shape a proposal meant giving up pricing control, and ad hoc approvals slowed the deals that needed them. | Reps shape the proposal freely inside the playbook while management reviews, approves, and comments on the quotes that policy flags. |
Manual entry and disconnected tools left gaps in the CRM, so forecasts carried an error nobody could size. | A native bi-directional sync writes line items, playbook answers, and DealRoom outputs into HubSpot as the deal is built. |
Reps held quotes back and ran informal checks because they were not certain the configuration or the pricing was right. | Reps send the quote the playbook produced and move on, because validation happened at creation. |
Customer success and marketing learned what a customer had bought by asking the sales team. | Downstream teams read product mix and buyer activity in real time, with 100% revenue visibility in the CRM. |
“The main criteria was making it as easy as possible for the sellers to easily create quotes but create them accurately. And the big piece that we needed was guided selling… capturing that information and pushing that back into our CRM to make sure that our data was accurate.”
Alexander Lee
Senior Director of Business Analytics
DealHub AI gave Intellect one flow that produces the quote and the CRM record together. Previously, a rep built the quote by hand and then keyed the same deal into HubSpot, so accuracy depended on the second pass. Now guided selling captures the configuration as the rep builds it, and the CRM gets the same answer.
Intellect's business intelligence and data analytics function ran the CPQ evaluation and the build, working alongside the DealHub AI implementation team.
Playbook logic governs what a rep can configure. Management reviews and approves the quotes that policy flags, before the proposal reaches the customer.
Guided selling became the only quoting path. Every quote is built through a playbook rather than assembled by hand.
HubSpot CRM, through a native bi-directional integration carrying line items, playbook answers, and DealRoom outputs. HubSpot automation then drives reporting, alerts, and data-quality checks on top of it.
The DealHub AI implementation team reshaped Intellect's original CPQ approach during setup. Quarterly business reviews with the account manager track quote creation time and DealRoom send-to-sign trends.
DealHub is ISO 27001, ISO 27701, ISO 22301, and ISO 42001 certified, holds SOC 1 Type II and SOC 2 Type II attestations, and is GDPR and CCPA compliant, alongside additional security, privacy, and compliance frameworks.
Eliminate the
Friction between Quote-to-Revenue
Stay up to date with the latest news and events
