Platform Four modules · one platform · B2B software

The platform for teams
that sell by phone.

Live transfers, AI voice agents, closing intelligence and a real-time lead API.
Turn on the modules you need, on one platform.

01The platform

Built to run
in real time.

What the platform does on every lead and every call.

<1s
From a lead provider's POST to an accept-or-reject decision on the API
Live
CRM delivery by webhook or API, as each record is created
Every call
Recorded and transcribed, with the record attached
4 modules
On one platform. Use one or combine them
Platform events Sample
02The product

Four modules,
one platform.

Each module runs on its own or alongside the others.

Live Transfers

Qualified prospects,
live on the line.

Prospects who asked to be contacted, verified on the call and transferred live to your closer, with the consent record attached.

Bills at 5:00 on the line with your closer.
How a transfer works
  1. The lead posts. A lead provider sends a prospect who asked to be contacted, consent certificate attached. We check it on arrival.
  2. We call in seconds. Every channel, until they pick up.
  3. We verify. The agent confirms the details the prospect submitted and their intent.
  4. We transfer. Live to your closer. The buffer starts when they connect.
  5. It lands in your CRM. Contact record, consent certificate, recording and transcript, by webhook or API.
What is a buffer?

The minimum time the prospect stays on the line with your closer for the transfer to bill. On live transfers it is five minutes.

How do you handle consent?

Prior express written consent is captured at the original form and travels with the lead as a TrustedForm or Jornaya certificate, verified on arrival. Federal and state DNC, litigator suppression and a duplicate check run before anyone is dialed.

Request a demo
AI Voice Agents

Voice agents that
call in seconds.

Agents that work every channel until the lead picks up, confirm intent, and hand the call off live to your team.

Built for speed to lead.
What's included
  • Outbound calls placed seconds after a lead arrives.
  • Intent confirmed on the call before any hand-off.
  • Live hand-off to your closers.
  • The agent identifies itself as automated.
Request a demo
Closing Intelligence

Know what happens
on every call.

Call evaluation and QA for your closers, with the recording and transcript attached to every call.

Reviews work from a shared record.
What's included
  • Recording and transcript on every call.
  • Call evaluation and QA scoring.
  • Automated call summaries.
Request a demo
Pre-ping API + Partners Portal

Real-time decisions
for lead providers.

Lead providers post by webhook and get an accept-or-reject decision back in under a second. The Partners Portal is where they work with us.

<1s from POST to decision.
What's included
  • Webhook endpoint for posting leads.
  • Accept-or-reject decision in under a second.
  • Consent, DNC and duplicate checks on arrival.
  • Partners Portal access for lead providers.
Open Partners Portal
03How it works

From integration
to measurement.

01

Integrate.

Connect your CRM and lead sources by webhook or API.

02

Activate modules.

Turn on the modules you need. Each one runs on its own or with the others.

03

Operate.

Leads, calls and transfers run through the platform. Every record posts to your CRM as it happens.

04

Measure.

Every call is recorded, transcribed and evaluated, so reviews start from the same record.

04Why us

Built on three things.

Speed, integration and compliance, across every module.

Live CRM delivery
<1s accept-or-reject decision
Speed

Leads get a decision in under a second, and records post to your CRM as they happen, not in a nightly file.

Integration

Lead sources, voice agents, closers and your CRM connect through webhooks and an API, on one platform.

Checked before the first dial
Passed
  • PEWC captured. Prior express written consent, on every lead.
  • Certificate attached. TrustedForm or Jornaya, verified on arrival.
  • DNC scrubbed. Federal and state registries, plus our own list.
  • Litigator suppressed. Serial-plaintiff lists, then deduped.
Compliance

Every lead that enters through Intro carries its consent record, and the scrubs run before anyone is dialed.

05FAQ

Common questions.

What is Intro?

A B2B software platform for teams that sell by phone, with four modules: Live Transfers, AI Voice Agents, Closing Intelligence, and a Pre-ping API with a Partners Portal.

How does Intro integrate with our systems?

By webhook or API. Records, recordings and transcripts post to your CRM as they are created, not in a nightly file.

How does the API work?

Lead providers post leads to the Pre-ping API by webhook and get an accept-or-reject decision back in under a second. Partners manage their account in the Partners Portal.

How do you protect our data?

Traffic is encrypted in transit with TLS, stored data is encrypted at rest where our providers support it, and access is limited to people who need it. See our Privacy Policy.

How do you handle compliance?

Leads that enter through Intro carry a TrustedForm or Jornaya consent certificate, verified on arrival. DNC, litigator and duplicate checks run before anyone is dialed. Calls are recorded with disclosure where state law requires it, and voice agents identify themselves as automated.

Does Intro contact prospects on our behalf?

Yes. Our voice agents and messaging can run under your company's name, as part of your own outreach. Each client's messaging is registered under that client's brand, and prospects are only contacted by a company they consented to hear from.

How do we get started?

Request a demo. We review how your team sells, pick the modules that fit, and set up the integration.

06Partners

Partners and
integrations.

Refer a lead provider or a lead buyer, or connect your product to the platform.

Refer a lead provider

They generate
leads.

A publisher or lead provider who could post consented leads to us by webhook.

10% of everything Intro pays them, while they keep posting.
Refer a lead provider
Refer a lead buyer

They buy
live transfers.

A company whose closers pay for qualified calls.

10% of what Intro collects, for the first 12 months.
Refer a lead buyer
Integration partners

They build
on the platform.

CRMs, dialers and lead platforms that connect to Intro by webhook or API.

Talk to us

See it on your calls.
Book 30 minutes.

Tell us what your team sells and how you sell it. We'll show you the modules that fit.

Request a demo
07Waitlist

Join the waitlist.

Leave your details and we'll reach out as access opens.