Introvelle
Turns every business card a team collects into a complete Salesforce or Dynamics 365 contact, with an AI company summary and the notes that count.
A product of Codiot Technologies. Full details at introvelle.com.
From a business card to a complete CRM contact
Introvelle turns every business card a team collects into a complete Salesforce or Dynamics 365 contact.
Each contact carries the card's fields, an AI company summary, and the notes that count.
What Introvelle does
OCR, field by field
OCR reads name, title, company, email, phone and website, and marks each field as OCR.
AI company summary
Written from the company's public website, labelled as AI, with its source.
Manual notes
The notes that count, added by hand.
A complete CRM record
Every card becomes a complete contact in the CRM.
Pre-call briefing
A pre-call briefing, from the same record.
Salesforce, Dynamics 365 and an open API
A native Salesforce managed package, a Dynamics 365 integration, and an open API for a company's own app.
Getting Introvelle into Salesforce
The Salesforce version is a native managed package, available by contacting Codiot. The AppExchange listing is in progress.
Where Introvelle's data is processed
In Salesforce, Introvelle runs entirely inside the org, including OCR and the AI summary.
For Dynamics 365 and the open API, data-processing details are shared during a demo.
How Introvelle is priced
Introvelle's pricing is on introvelle.com.
Who uses Introvelle
- A global media house processing close to 3,500 cards a month across four business units, after a 30-minute setup.
- An event management company using the open API in its own app.
- 45 minutes saved per event, per rep.*
*Based on customer pilots.
Questions about Introvelle
Where is Introvelle data stored?
Built and run by Codiot
A product of Codiot Technologies. Codiot builds and runs Introvelle, and Urvish Savalia owns it.
Urvish SavaliaFounder